Who Owns iShares MSCI USA Size Factor ETF (SIZE)?Hedge Fund & Institutional Holders

$160.59+0.49 (+0.31%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.900000018143e+258T

% of Float Held

—

QoQ Change in Holders

+7 / -3

Price History

$128.15$138.49$148.82$159.16$169.50Sep 24Jun 25Mar 26

SIZE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+4K+$80.9B
Rockefeller Capital Management L.P.Increased+70K+$11.2B
JONES FINANCIAL COMPANIES LLLPNew Position+27K+$4.0B
GOLDMAN SACHS GROUP INCIncreased+16K+$1.8B
SAGESPRING WEALTH PARTNERS, LLCNew Position+6K+$941.0M
AMERIPRISE FINANCIAL INCIncreased+5K+$765.5M
QTR Family Wealth, LLCNew Position+4K+$739.0M
UBS Group AGIncreased+4K+$654.6M
Strategic Blueprint, LLCNew Position+4K+$609.0M
CLIENT 1ST ADVISORY GROUP, LLCNew Position+3K+$538.0M
WELLS FARGO & COMPANY/MNIncreased+6K+$344.4M
J.W. COLE ADVISORS, INC.New Position+2K+$253.0M
Trinity Wealth Management, LLCIncreased+587+$182.8M
Capital Investment Advisory Services, LLCNew Position+814+$131.0M
OSAIC HOLDINGS, INC.Increased+3K+$71.7M

SIZE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-14K-$7.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$2.1B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-4K-$1.9B
Parallel Advisors, LLCDecreased-193-$1.0B
ROYAL BANK OF CANADADecreased-90-$483.0M
MERCER GLOBAL ADVISORS INC /ADVDecreased-2K-$420.1M
Icon Wealth Advisors, LLCClosed Position-842-$135.4M
BlackRock, Inc.Decreased-11K-$2.6M
MORGAN STANLEYDecreased-7K-$1.6M
Kestra Advisory Services, LLCClosed Position-3K-$460K
BNP PARIBAS FINANCIAL MARKETSDecreased-1K-$392K
PRINCIPAL SECURITIES, INC.Closed Position-308-$49K
FMR LLCDecreased-2-$44K
PGIM Custom Harvest LLCDecreased-75-$10K
Strategic Financial Services, Inc.Decreased-295-$-711.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/491,050$79.0B5.75%Share
2Trinity Wealth Management, LLC112,294$18.1B6.68%Share
3Strategic Financial Services, Inc.102,077$17.2B0.79%Share
4Rockefeller Capital Management L.P.74,368$12.0B21.60%Share
5AMERIPRISE FINANCIAL INC61,966$10.0B2.26%Share
6GOLDMAN SACHS GROUP INC67,209$10.0B1.23%Share
7OSAIC HOLDINGS, INC.33,014$5.0B7.31%Share
8PNC FINANCIAL SERVICES GROUP, INC.32,367$5.0B2.73%Share
9JONES FINANCIAL COMPANIES LLLP26,809$4.0B2.44%Share
10BANK OF AMERICA CORP /DE/14,737$2.0B0.15%Share
11OSAIC HOLDINGS, INC.13,406$2.0B2.92%Share
12WELLS FARGO & COMPANY/MN9,184$1.0B0.18%Share
13JPMORGAN CHASE & CO8,922$1.0B0.06%Share
14MERCER GLOBAL ADVISORS INC /ADV6,775$1.0B1.52%Share
15SAGESPRING WEALTH PARTNERS, LLC5,827$941.0M17.10%Share
16UBS Group AG5,488$886.0M0.14%Share
17Keystone Financial Group4,581$740.0M0.05%Share
18QTR Family Wealth, LLC4,371$739.0M0.33%Share
19BCGM Wealth Management, LLC3,964$640.0M0.16%Share
20Strategic Blueprint, LLC3,770$609.0M0.04%Share
21CLIENT 1ST ADVISORY GROUP, LLC3,335$538.0M0.17%Share
22J.W. COLE ADVISORS, INC.1,569$253.0M0.01%Share
23Capital Investment Advisory Services, LLC814$131.0M0.01%Share
24BlackRock, Inc.369,315$59.0M1.00%Share
25Signature Resources Capital Management, LLC206$33.0M0.02%Share
26FIFTH THIRD BANCORP200$32.0M0.10%Share
27FLAGSHIP HARBOR ADVISORS, LLC184$29.0M0.00%Share
28James Reed Financial Services, Inc.168,732$27.3M21.85%Share
29Farther Finance Advisors, LLC133$21.0M0.22%Share
30Lido Advisors, LLC109,878$17.0M0.05%Share
31Glass Jacobson Investment Advisors llc96$15.0M0.01%Share
32CoreCap Advisors, LLC76$12.0M0.00%Share
33ENVESTNET ASSET MANAGEMENT INC72,117$11.0M0.00%Share
34Rosenberg Matthew Hamilton63$10.0M0.00%Share
35US BANCORP \DE\65$10.0M0.01%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO55,597$7.7M0.00%Share
37LPL Financial LLC35,368$5.0M0.00%Share
38MORGAN STANLEY18,797$3.0M0.00%Share
39GTS SECURITIES LLC12,610$2.0M0.07%Share
40JANE STREET GROUP, LLC17,000$2.0M0.00%Share
41AdvisorNet Financial, Inc14$2.0M0.00%Share
42MORGAN STANLEY8,477$1.0M0.00%Share
43PARK AVENUE SECURITIES LLC4,616$746K0.01%Share
44Cypress Wealth Services, LLC2,627$424K0.06%Share
45PGIM Custom Harvest LLC2,248$363K0.01%Share
46TD Waterhouse Canada Inc.2,150$347K0.00%Share
47CHOREO, LLC1,759$288K0.00%Share
48CWM, LLC1,461$236K0.00%Share
49HARBOUR INVESTMENTS, INC.690$111K0.00%Share
50Physician Wealth Advisors, Inc.55$8K0.00%Share

SIZE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$173.1B+29
Q3 202543$102.8B-14
Q2 202557$188.1B-8
Q1 202565$236.4B+5
Q4 202460$14.3T+12
Q3 202448$48.8T+0
Q2 202448$45.5T+2
Q1 202446$35.6T—

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As of Q4 2025, 50 institutional investors hold SIZE (iShares MSCI USA Size Factor ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $79.0B in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SIZE?

As of Q4 2025, 50 institutional investors report holding SIZE (iShares MSCI USA Size Factor ETF) in their 13F filings.

Who is the largest institutional holder of SIZE?

The largest institutional holder of SIZE is BANK OF AMERICA CORP /DE/ with $79.0B in shares.

Is institutional ownership of SIZE increasing or decreasing?

This quarter, 7 institutions opened new positions in SIZE and 3 closed their positions.