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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

iShares MSCI USA Size Factor ETF logo
$155.84 +1.83 (+1.19%)
(As of 02:46 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$15.40M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$996.34K
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SIZE Institutional Buying and Selling by Quarter

iShares MSCI USA Size Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/19/2024Trinity 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%
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%
8/8/2024Client 1ST Advisory Group LLC3,497$481K0.2%-2.8%0.155%
7/31/2024Commonwealth Equity Services LLC2,207$304K0.0%-11.1%0.098%
7/27/2024 Strategic 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%
4/23/2024 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%
1/19/2024Fifth 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%
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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%
10/23/2023Commonwealth 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%
10/11/2023Trinity Wealth Management LLC107,041$12.56M7.8%+0.5%4.198%
8/23/2023 Wolverine Trading LLC1,784$217K0.0%N/A0.070%
8/14/2023Client 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%
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%
7/26/2023Fifth Third Bancorp962$118K0.0%-43.1%0.036%
7/20/2023 TKG Advisors LLC2,153$264K0.2%+5.9%0.081%
7/14/2023Trinity Wealth Management LLC106,546$13.08M8.0%+3.2%4.021%
7/13/2023 Cambridge Investment Research Advisors Inc.1,683$207K0.0%-19.3%0.064%
5/11/2023 Envestnet Asset Management Inc.180,700$21.30M0.0%+4.5%6.819%
5/11/2023Icon Wealth Partners LLC947$112K0.0%N/A0.036%
5/10/2023 LPL Financial LLC37,511$4.42M0.0%-5.7%1.416%
5/5/2023 Truist Financial Corp20,063$2.37M0.0%-5.0%0.757%
5/4/2023 MA Private Wealth58,872$6.94M1.7%-5.8%2.222%
5/2/2023 BCGM Wealth Management LLC3,170$374K0.2%-5.0%0.120%
4/28/2023 Strategic Blueprint LLC7,440$877K0.1%-5.1%0.281%
4/25/2023 Parallel Advisors LLC11,325$1.34M0.0%-12.9%0.427%
4/21/2023 G&S Capital LLC9,101$1.07M0.5%-3.1%0.343%
4/19/2023 TKG Advisors LLC2,033$240K0.1%-5.8%0.077%
4/13/2023Trinity Wealth Management LLC103,277$12.17M8.0%+0.6%3.825%
3/6/2023 Rockefeller Capital Management L.P.12,409$1.41M0.0%-2.1%0.443%
2/13/2023Client 1ST Advisory Group LLC5,030$572K0.3%-17.2%0.180%
2/13/2023Heritage Wealth Management LLC508$58K0.0%+45.6%0.018%
2/10/2023 Bank of America Corp DE370,531$42.14M0.0%+0.0%13.233%
2/10/2023 CoreCap Advisors LLC516$59K0.0%N/A0.018%
2/10/2023 Advisor Group Holdings Inc.54,259$6.17M0.0%+3.3%1.938%
2/10/2023 PNC Financial Services Group Inc.43,543$4.95M0.0%+2.8%1.555%
2/9/2023 Mercer Global Advisors Inc. ADV30,017$3.41M0.0%-21.4%1.072%
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2/8/2023 Belpointe Asset Management LLC225$26K0.0%N/A0.008%
2/7/2023 MA Private Wealth62,516$7.11M1.7%-2.0%2.233%
2/7/2023 LPL Financial LLC39,776$4.52M0.0%-5.2%1.421%
2/7/2023 Envestnet Asset Management Inc.172,935$19.67M0.0%+2.5%6.176%
2/6/2023 Parallel Advisors LLC13,006$1.48M0.1%-7.2%0.465%
2/2/2023 ARGI Investment Services LLC5,466$622K0.0%+1.6%0.195%
1/26/2023 Strategic Blueprint LLC7,837$891K0.1%-8.8%0.280%
1/25/2023 Client First Capital LLC41,864$4.76M3.7%-5.1%1.495%
1/24/2023Trinity Wealth Management LLC102,664$11.68M8.3%-3.7%3.667%
1/20/2023Midwest Heritage Bank FSB2,024$230K0.2%-9.6%0.072%
(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, 50 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 33 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 169,768 shares in the last 24 months. This purchase volume represents approximately $22.07M in transactions.

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

Of the 27 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 145,170 shares in the last 24 months. This volume of shares sold represents approximately $17.20M in transactions.


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This page (NYSEARCA:SIZE) was last updated on 11/21/2024 by MarketBeat.com Staff
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