Who Owns SIZE?
iShares MSCI USA Size Factor ETF — Institutional Ownership & 13F Holdings
$169.89
+1.94 (+1.16%)
Market Cap
$399.1M
Shares Outstanding
2,201,699
Institutional Holders
65
Total Inst. Value
$332.2M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
12
Closed Positions
7
Increased
17
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $116.8M | 803 |
| 2 | BANK OF AMERICA CORP /DE/ | $69.0M | 474,541 |
| 3 | BlackRock, Inc. | $52.7M | 362,652 |
| 4 | James Reed Financial Services, Inc. | $23.1M | 159,117 |
| 5 | Trinity Wealth Management, LLCNew | $16.4M | 112,453 |
| 6 | PRINCIPAL SECURITIES, INC. | $13.9M | 93,384 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.9M | 47,518 |
| 8 | GOLDMAN SACHS GROUP INC | $5.8M | 40,183 |
| 9 | OSAIC HOLDINGS, INC. | $4.8M | 33,095 |
| 10 | MORGAN STANLEY | $3.5M | 24,378 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +51K | $69.0M |
| Trinity Wealth Management, LLCNew | +112K | $16.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +12K | $6.9M |
| OSAIC HOLDINGS, INC. | +29K | $4.8M |
| JANE STREET GROUP, LLC | +1K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BlackRock, Inc. | -28K | $52.7M |
| MORGAN STANLEY | -19K | $3.5M |
| James Reed Financial Services, Inc. | -4K | $23.1M |
| GOLDMAN SACHS GROUP INC | -4K | $5.8M |
| ENVESTNET ASSET MANAGEMENT INC | -3K | $26K |
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Frequently Asked Questions
How many institutional investors hold SIZE?
As of Q1 2025, 65 institutional investors report holding SIZE (iShares MSCI USA Size Factor ETF) in their 13F filings.
Which hedge fund owns the most SIZE?
The largest institutional holder of SIZE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $116.8M in shares.
Are institutions buying or selling SIZE?
This quarter, 12 institutions opened new positions in SIZE and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.