iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership $152.25 -2.56 (-1.65%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)Number ofInstitutional Buyers(last 12 months)25TotalInstitutional Inflows(last 12 months)$47.89MNumber ofInstitutional Sellers(last 12 months)19TotalInstitutional Outflows(last 12 months)$4.19M Get SIZE Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares MSCI USA Size Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SIZE Institutional Buying and Selling by Quarter iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 Sunbelt Securities Inc.2,781$412K0.0%-2.5%0.124% 2/17/2025 Baird Financial Group Inc.2,049$304K0.0%-7.2%0.091% 2/17/2025 Bank of America Corp DE423,759$62.93M0.0%+24.1%18.834% 2/14/2025 Mercer Global Advisors Inc. ADV12,462$1.85M0.0%-3.3%0.554% 2/14/2025 Jane Street Group LLC8,746$1.30M0.0%-67.9%0.389% 2/14/2025 Bison Wealth LLC4,901$728K0.2%-2.4%0.218% 2/14/2025 Lido Advisors LLC17,327$2.57M0.0%-12.2%0.770% 2/14/2025 Susquehanna International Group LLP35,735$5.31M0.0%+54.4%1.588% 2/14/2025 OneDigital Investment Advisors LLC1,890$281K0.0%+21.6%0.084% 2/14/2025 TD Waterhouse Canada Inc.1,334$197K0.0%+27.4%0.059% Get the Latest News and Ratings for SIZE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares MSCI USA Size Factor ETF and its competitors with MarketBeat's FREE daily newsletter. 2/13/2025 Keystone Financial Group4,582$682K0.1%N/A0.204% 2/13/2025 Sagespring Wealth Partners LLC5,834$866K0.0%N/A0.259% 2/13/2025 Cerity Partners LLC5,102$758K0.0%+16.6%0.227% 2/13/2025 Envestnet Asset Management Inc.183,524$27.25M0.0%+0.5%8.157% 2/13/2025 Wells Fargo & Company MN3,030$450K0.0%+9.0%0.135% 2/12/2025 OneAscent Financial Services LLC1,397$207K0.0%N/A0.062% 2/12/2025 JPMorgan Chase & Co.9,136$1.36M0.0%+191.8%0.406% 2/11/2025 LPL Financial LLC17,922$2.66M0.0%-11.3%0.797% 2/10/2025 Parallel Advisors LLC7,933$1.18M0.0%-5.4%0.353% 2/10/2025 Commonwealth Equity Services LLC3,102$461K0.0%+40.1%0.138% 2/7/2025 PNC Financial Services Group Inc.46,735$6.94M0.0%+2.6%2.077% 2/6/2025 Freestone Capital Holdings LLC1,858$276K0.0%-4.6%0.083% 2/6/2025 James Reed Financial Services Inc.163,373$24.26M25.3%N/A7.261% 1/30/2025 Principal Securities Inc.93,384$13.87M0.3%+2.9%4.150% 1/30/2025 G&S Capital LLC7,154$1.06M0.4%-2.7%0.318% 1/24/2025 Trinity Wealth Management LLC111,921$16.62M7.5%+2.2%4.974% 1/23/2025 Capital Investment Advisory Services LLC822$122K0.0%-10.6%0.037% 1/21/2025 Atlas Private Wealth Advisors1,446$215K0.0%N/A0.064% 1/16/2025 Client 1ST Advisory Group LLC3,338$496K0.2%N/A0.148% 1/14/2025 Park Avenue Securities LLC1,986$295K0.0%N/A0.088% 11/15/2024 MML Investors Services LLC4,286$638K0.0%+40.0%0.190% 11/15/2024 Jane Street Group LLC27,239$4.05M0.0%+14.2%1.211% 11/14/2024 Flow Traders U.S. LLC1,438$214K0.0%N/A0.064% 11/12/2024 Cerity Partners LLC4,374$651K0.0%-3.5%0.194% 11/12/2024 Icon Wealth Advisors LLC3,848$573K0.0%+306.3%0.171% 11/8/2024 PNC Financial Services Group Inc.45,540$6.78M0.0%+6.4%2.024% 11/6/2024 BCGM Wealth Management LLC3,978$592K0.2%-3.6%0.177% 10/28/2024 Principal Securities Inc.90,770$13.51M0.3%+2.0%4.034% 10/19/2024 Trinity Wealth Management LLC109,522$16.30M7.5%+1.5%4.868% 8/16/2024 Sunbelt Securities Inc.2,885$397K0.0%+74.0%0.128% Elon Takes Aim at Social Security (Ad)Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.>>Here are the NINE stocks everyone will wish they own once Elon moves.<<8/16/2024 Northwestern Mutual Wealth Management Co.1,528$210K0.0%-13.1%0.068% 8/12/2024 Mercer Global Advisors Inc. ADV13,255$1.82M0.0%-3.8%0.589% 8/8/2024 Envestnet Asset Management Inc.182,038$25.04M0.0%+6.4%8.091% 8/8/2024 Parallel Advisors LLC8,596$1.18M0.0%-6.7%0.382% 8/8/2024 Client 1ST Advisory Group LLC3,497$481K0.2%-2.8%0.155% 7/31/2024 Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098% 7/27/2024 Strategic Blueprint LLC4,275$588K0.0%-9.3%0.190% 7/16/2024 Trinity Wealth Management LLC107,915$14.84M7.4%+0.7%4.796% 4/23/2024 Fifth Third Bancorp200$28K0.0%-74.2%0.008% 4/23/2024 Strategic Blueprint LLC4,713$671K0.0%-8.6%0.189% 4/15/2024 G&S Capital LLC8,494$1.21M0.5%+1.4%0.340% 4/15/2024 Sunbelt Securities Inc.1,658$236K0.0%N/A0.066% 4/12/2024 AdvisorNet Financial Inc1,205$171K0.0%-6.4%0.047% 3/22/2024 PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447% 2/12/2024 Parallel Advisors LLC9,258$1.22M0.0%-13.3%0.363% 2/12/2024 Hilltop Holdings Inc.8,664$1.14M0.1%N/A0.340% 2/9/2024 PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447% 2/8/2024 BCGM Wealth Management LLC4,185$552K0.2%+31.3%0.164% 2/7/2024 Principal Securities Inc.69,383$9.15M0.3%N/A2.721% 2/1/2024 Capital Investment Advisory Services LLC919$121K0.0%-7.7%0.036% 2/1/2024 CWM LLC1,433$189K0.0%+49.1%0.056% 1/29/2024Baystate Wealth Management LLC197$26K0.0%-33.0%0.008% 1/29/2024 G&S Capital LLC8,373$1.10M0.5%-5.7%0.328% 1/25/2024 MA Private Wealth2,267$299K0.1%-29.6%0.089% 1/25/2024 Strategic Blueprint LLC5,154$680K0.1%-10.1%0.202% 1/19/2024 Fifth Third Bancorp775$102K0.0%-11.7%0.030% 1/17/2024 Courier Capital LLC1,700$224K0.0%N/A0.067% 1/16/2024Raymond James Financial Services Advisors Inc.1,907$252K0.0%+7.5%0.075% 11/15/2023 Lido Advisors LLC29,929$3.51M0.0%-34.3%1.174% 11/13/2023 Bison Wealth LLC5,055$593K0.1%-2.3%0.198% 11/13/2023 Envestnet Asset Management Inc.171,958$20.18M0.0%-8.7%6.743% 11/13/2023 PNC Financial Services Group Inc.35,426$4.16M0.0%-1.4%1.389% 11/8/2023 Choreo LLC2,018$238K0.0%+9.2%0.079% 11/8/2023 Spire Wealth Management804$94K0.0%N/A0.032% 11/2/2023 TKG Advisors LLC2,021$237K0.2%-6.1%0.079% 10/27/2023 MA Private Wealth3,218$378K0.1%-94.5%0.126% 10/24/2023Raymond James Financial Services Advisors Inc.1,774$208K0.0%N/A0.070% 10/23/2023 Commonwealth Equity Services LLC1,812$213K0.0%N/A0.071% 10/18/2023 Strategic Blueprint LLC5,733$673K0.1%-5.1%0.225% 10/11/2023 CWM LLC961$113K0.0%+452.3%0.038% 10/11/2023 Trinity Wealth Management LLC107,041$12.56M7.8%+0.5%4.198% 8/23/2023 Wolverine Trading LLC1,784$217K0.0%N/A0.070% 8/14/2023 Client 1ST Advisory Group LLC4,486$551K0.3%-6.8%0.176% 8/14/2023 Bison Wealth LLC5,175$635K0.1%N/A0.203% 8/11/2023 PNC Financial Services Group Inc.35,912$4.41M0.0%-5.3%1.408% 8/10/2023 Osaic Holdings Inc.42,619$5.25M0.0%-20.2%1.671% 8/9/2023 MA Private Wealth58,465$7.18M1.7%-0.7%2.293% 8/9/2023 Center for Financial Planning Inc.440$54K0.0%N/A0.017% 8/9/2023 Flow Traders U.S. LLC2,087$256K0.0%N/A0.082% 8/9/2023 Lido Advisors LLC45,577$5.59M0.0%+9.7%1.787% Elon Takes Aim at Social Security (Ad)Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.>>Here are the NINE stocks everyone will wish they own once Elon moves.<<8/7/2023 Keystone Financial Group4,382$538K0.1%N/A0.172% 8/4/2023 Parallel Advisors LLC11,225$1.38M0.0%-0.9%0.440% 8/4/2023 Envestnet Asset Management Inc.188,293$23.11M0.0%+4.2%7.384% 8/4/2023 Choreo LLC1,848$227K0.0%+7.3%0.072% 8/3/2023 WealthShield Partners LLC5,130$630K0.1%+129.7%0.201% 7/31/2023 LPL Financial LLC33,858$4.16M0.0%-9.7%1.328% 7/26/2023 G&S Capital LLC8,867$1.09M0.5%-2.6%0.335% 7/26/2023 Fifth Third Bancorp962$118K0.0%-43.1%0.036% 7/20/2023 TKG Advisors LLC2,153$264K0.2%+5.9%0.081% 7/14/2023 Trinity Wealth Management LLC106,546$13.08M8.0%+3.2%4.021% (Data available from 1/1/2016 forward) SIZE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SIZE shares? During the previous two years, 55 institutional investors and hedge funds held shares of iShares MSCI USA Size Factor ETF. The most heavily invested institutionals were Bank of America Corp DE ($62.93M), Envestnet Asset Management Inc. ($27.25M), James Reed Financial Services Inc. ($24.26M), Trinity Wealth Management LLC ($16.62M), Principal Securities Inc. ($13.87M), PNC Financial Services Group Inc. ($6.94M), and Susquehanna International Group LLP ($5.31M).Learn more on SIZE's institutional investors. Which institutional investors have been buying iShares MSCI USA Size Factor ETF stock? Of the 39 institutional investors that purchased iShares MSCI USA Size Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: James Reed Financial Services Inc. ($163.37K), Bank of America Corp DE ($82.25K), Principal Securities Inc. ($73.80K), Envestnet Asset Management Inc. ($27.17K), Susquehanna International Group LLP ($12.59K), Trinity Wealth Management LLC ($9.16K), and Keystone Financial Group ($8.96K). How much institutional buying is happening at iShares MSCI USA Size Factor ETF? Institutional investors have bought a total of 453,611 shares in the last 24 months. This purchase volume represents approximately $64.52M in transactions. Which iShares MSCI USA Size Factor ETF major shareholders have been selling company stock? Of the 28 institutional investors that sold iShares MSCI USA Size Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MA Private Wealth ($60.25K), Jane Street Group LLC ($18.49K), Lido Advisors LLC ($18.06K), Envestnet Asset Management Inc. ($16.34K), Osaic Holdings Inc. ($10.80K), LPL Financial LLC ($8.20K), and Parallel Advisors LLC ($4.28K). How much institutional selling is happening at iShares MSCI USA Size Factor ETF? Institutional investors have sold a total of 148,979 shares in the last 24 months. This volume of shares sold represents approximately $18.50M in transactions. Related Companies TGRW Major Shareholders LSGR Major Shareholders QVAL Major Shareholders USSE Major Shareholders FEM Major Shareholders EWJV Major Shareholders TLTE Major Shareholders AIVL Major Shareholders FAD Major Shareholders UIVM Major Shareholders This page (NYSEARCA:SIZE) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...Porter & Company | SponsoredElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | Sponsored$5,000 DOGE check?Elon Musk's DOGE agenda just took a very surprising turn... 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