Free Trial
→ Do this Before Elon’s Reveal on January 29th (From Brownstone Research) (Ad) Free SIZE Stock Alerts

iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$154.72 +1.85 (+1.21%)
As of 01/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$16.17M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$982.76K
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.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Atlas 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%
11/15/2024MML Investors Services LLC4,286$638K0.0%+40.0%0.190%
11/15/2024Jane Street Group LLC27,239$4.05M0.0%+14.2%1.211%
11/14/2024Flow Traders U.S. LLC1,438$214K0.0%N/A0.064%
11/12/2024Cerity Partners LLC4,374$651K0.0%-3.5%0.194%
11/12/2024Icon Wealth Advisors LLC3,848$573K0.0%+306.3%0.171%
11/8/2024PNC Financial Services Group Inc.45,540$6.78M0.0%+6.4%2.024%
11/6/2024BCGM Wealth Management LLC3,978$592K0.2%-3.6%0.177%
10/28/2024Principal Securities Inc.90,770$13.51M0.3%+2.0%4.034%
10/19/2024Trinity Wealth Management LLC109,522$16.30M7.5%+1.5%4.868%
8/16/2024Sunbelt Securities Inc.2,885$397K0.0%+74.0%0.128%
8/16/2024Northwestern Mutual Wealth Management Co.1,528$210K0.0%-13.1%0.068%
8/12/2024Mercer Global Advisors Inc. ADV13,255$1.82M0.0%-3.8%0.589%
8/8/2024Envestnet Asset Management Inc.182,038$25.04M0.0%+6.4%8.091%
8/8/2024Parallel 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%
7/31/2024Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098%
7/27/2024Strategic Blueprint LLC4,275$588K0.0%-9.3%0.190%
7/16/2024Trinity Wealth Management LLC107,915$14.84M7.4%+0.7%4.796%
4/23/2024Fifth Third Bancorp200$28K0.0%-74.2%0.008%
4/23/2024Strategic Blueprint LLC4,713$671K0.0%-8.6%0.189%
4/15/2024G&S Capital LLC8,494$1.21M0.5%+1.4%0.340%
4/15/2024Sunbelt Securities Inc.1,658$236K0.0%N/A0.066%
4/12/2024 AdvisorNet Financial Inc1,205$171K0.0%-6.4%0.047%
3/22/2024PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447%
2/12/2024Parallel Advisors LLC9,258$1.22M0.0%-13.3%0.363%
2/12/2024Hilltop Holdings Inc.8,664$1.14M0.1%N/A0.340%
2/9/2024PNC Financial Services Group Inc.36,911$4.87M0.0%+4.2%1.447%
2/8/2024BCGM Wealth Management LLC4,185$552K0.2%+31.3%0.164%
2/7/2024Principal Securities Inc.69,383$9.15M0.3%N/A2.721%
2/1/2024Capital Investment Advisory Services LLC919$121K0.0%-7.7%0.036%
2/1/2024CWM LLC1,433$189K0.0%+49.1%0.056%
1/29/2024Baystate Wealth Management LLC197$26K0.0%-33.0%0.008%
1/29/2024G&S Capital LLC8,373$1.10M0.5%-5.7%0.328%
1/25/2024MA Private Wealth2,267$299K0.1%-29.6%0.089%
1/25/2024Strategic Blueprint LLC5,154$680K0.1%-10.1%0.202%
1/19/2024Fifth Third Bancorp775$102K0.0%-11.7%0.030%
1/17/2024 Courier Capital LLC1,700$224K0.0%N/A0.067%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
1/16/2024Raymond James Financial Services Advisors Inc.1,907$252K0.0%+7.5%0.075%
11/15/2023Lido Advisors LLC29,929$3.51M0.0%-34.3%1.174%
11/13/2023Bison Wealth LLC5,055$593K0.1%-2.3%0.198%
11/13/2023Envestnet Asset Management Inc.171,958$20.18M0.0%-8.7%6.743%
11/13/2023PNC Financial Services Group Inc.35,426$4.16M0.0%-1.4%1.389%
11/8/2023Choreo LLC2,018$238K0.0%+9.2%0.079%
11/8/2023Spire Wealth Management804$94K0.0%N/A0.032%
11/2/2023TKG Advisors LLC2,021$237K0.2%-6.1%0.079%
10/27/2023MA Private Wealth3,218$378K0.1%-94.5%0.126%
10/24/2023Raymond James Financial Services Advisors Inc.1,774$208K0.0%N/A0.070%
10/23/2023Commonwealth Equity Services LLC1,812$213K0.0%N/A0.071%
10/18/2023Strategic Blueprint LLC5,733$673K0.1%-5.1%0.225%
10/11/2023CWM LLC961$113K0.0%+452.3%0.038%
10/11/2023Trinity Wealth Management LLC107,041$12.56M7.8%+0.5%4.198%
8/23/2023Wolverine Trading LLC1,784$217K0.0%N/A0.070%
8/14/2023 Client 1ST Advisory Group LLC4,486$551K0.3%-6.8%0.176%
8/14/2023Bison Wealth LLC5,175$635K0.1%N/A0.203%
8/11/2023PNC Financial Services Group Inc.35,912$4.41M0.0%-5.3%1.408%
8/10/2023Osaic Holdings Inc.42,619$5.25M0.0%-20.2%1.671%
8/9/2023MA Private Wealth58,465$7.18M1.7%-0.7%2.293%
8/9/2023Center for Financial Planning Inc.440$54K0.0%N/A0.017%
8/9/2023Flow Traders U.S. LLC2,087$256K0.0%N/A0.082%
8/9/2023Lido Advisors LLC45,577$5.59M0.0%+9.7%1.787%
8/7/2023Keystone Financial Group4,382$538K0.1%N/A0.172%
8/4/2023Parallel Advisors LLC11,225$1.38M0.0%-0.9%0.440%
8/4/2023Envestnet Asset Management Inc.188,293$23.11M0.0%+4.2%7.384%
8/4/2023Choreo LLC1,848$227K0.0%+7.3%0.072%
8/3/2023WealthShield Partners LLC5,130$630K0.1%+129.7%0.201%
7/31/2023LPL Financial LLC33,858$4.16M0.0%-9.7%1.328%
7/26/2023G&S Capital LLC8,867$1.09M0.5%-2.6%0.335%
7/26/2023Fifth Third Bancorp962$118K0.0%-43.1%0.036%
7/20/2023TKG Advisors LLC2,153$264K0.2%+5.9%0.081%
7/14/2023Trinity Wealth Management LLC106,546$13.08M8.0%+3.2%4.021%
7/13/2023Cambridge Investment Research Advisors Inc.1,683$207K0.0%-19.3%0.064%
5/11/2023Envestnet Asset Management Inc.180,700$21.30M0.0%+4.5%6.819%
5/11/2023Icon Wealth Partners LLC947$112K0.0%N/A0.036%
5/10/2023LPL Financial LLC37,511$4.42M0.0%-5.7%1.416%
5/5/2023Truist Financial Corp20,063$2.37M0.0%-5.0%0.757%
5/4/2023MA Private Wealth58,872$6.94M1.7%-5.8%2.222%
5/2/2023BCGM Wealth Management LLC3,170$374K0.2%-5.0%0.120%
4/28/2023Strategic Blueprint LLC7,440$877K0.1%-5.1%0.281%
4/25/2023Parallel Advisors LLC11,325$1.34M0.0%-12.9%0.427%
4/21/2023G&S Capital LLC9,101$1.07M0.5%-3.1%0.343%
4/19/2023TKG Advisors LLC2,033$240K0.1%-5.8%0.077%
4/13/2023Trinity Wealth Management LLC103,277$12.17M8.0%+0.6%3.825%
3/6/2023Rockefeller Capital Management L.P.12,409$1.41M0.0%-2.1%0.443%
2/13/2023 Client 1ST Advisory Group LLC5,030$572K0.3%-17.2%0.180%
2/13/2023Heritage Wealth Management LLC508$58K0.0%+45.6%0.018%
2/10/2023Bank of America Corp DE370,531$42.14M0.0%+0.0%13.233%
2/10/2023CoreCap Advisors LLC516$59K0.0%N/A0.018%
Every trader in the USA will feel this January 29th mega-catalyst (Ad)

Tim Sykes is one of the few traders online who I take seriously… So when he called about a new warning for investors in 2025, I shut up and listened. And, when I got off the phone with him, I RUSHED to type this message out to you…

Click here like your financial health depends on it.
2/10/2023Advisor Group Holdings Inc.54,259$6.17M0.0%+3.3%1.938%
2/10/2023PNC Financial Services Group Inc.43,543$4.95M0.0%+2.8%1.555%
2/9/2023Mercer Global Advisors Inc. ADV30,017$3.41M0.0%-21.4%1.072%
2/8/2023Belpointe Asset Management LLC225$26K0.0%N/A0.008%
2/7/2023MA Private Wealth62,516$7.11M1.7%-2.0%2.233%
2/7/2023LPL Financial LLC39,776$4.52M0.0%-5.2%1.421%
2/7/2023Envestnet Asset Management Inc.172,935$19.67M0.0%+2.5%6.176%
2/6/2023Parallel Advisors LLC13,006$1.48M0.1%-7.2%0.465%
2/2/2023ARGI Investment Services LLC5,466$622K0.0%+1.6%0.195%
1/26/2023Strategic Blueprint LLC7,837$891K0.1%-8.8%0.280%
(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, 51 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 ($42.14M), Envestnet Asset Management Inc. ($25.04M), Trinity Wealth Management LLC ($16.30M), Principal Securities Inc. ($13.51M), PNC Financial Services Group Inc. ($6.78M), Advisor Group Holdings Inc. ($6.17M), and Osaic Holdings Inc. ($5.25M).Learn more on SIZE's institutional investors.

Which institutional investors have been buying iShares MSCI USA Size Factor ETF stock?

Of the 35 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: Principal Securities Inc. ($71.19K), Envestnet Asset Management Inc. ($30.49K), Hilltop Holdings Inc. ($8.66K), PNC Financial Services Group Inc. ($6.90K), Trinity Wealth Management LLC ($6.76K), Bison Wealth LLC ($5.18K), and Keystone Financial Group ($4.38K).

How much institutional buying is happening at iShares MSCI USA Size Factor ETF?

Institutional investors have bought a total of 176,205 shares in the last 24 months. This purchase volume represents approximately $23.04M in transactions.

Which iShares MSCI USA Size Factor ETF major shareholders have been selling company stock?

Of the 26 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 ($61.54K), Envestnet Asset Management Inc. ($16.34K), Lido Advisors LLC ($15.65K), Osaic Holdings Inc. ($10.80K), Mercer Global Advisors Inc. ADV ($8.70K), LPL Financial LLC ($8.09K), and Parallel Advisors LLC ($4.83K).

How much institutional selling is happening at iShares MSCI USA Size Factor ETF?

Institutional investors have sold a total of 144,855 shares in the last 24 months. This volume of shares sold represents approximately $17.17M in transactions.


Related Companies

This page (NYSEARCA:SIZE) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Forget 99.999% of Stocks… Do This instead
This might sound crazy to say... But FORGET most stocks. Because I have a different strategy... One t...
InvestorPlace | Sponsored