SIZE

Ishares Msci USA Size Factor

-$2.8M

Net Activity

Institutions Holding

70

Popularity Rank

#5228

Avg Weight

0.45%

Total Value

$315.6M

Ownership Trend

70 institutions currently hold SIZE, with 25 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$81.4M
BI
BlackRock, Inc.
$56.2M
JR
James Reed Financial Services, Inc.
$26.1M
TW
Trinity Wealth Management, LLC
$17.7M
LA
Lido Advisors, LLC
$16.5M

Top 5 by Conviction

JR
James Reed Financial Services, Inc.
22.63%
TW
Trinity Wealth Management, LLC
6.49%
SF
Strategic Financial Services, Inc.
0.77%
GC
G&S Capital LLC
0.37%
QF
QTR Family Wealth, LLC
0.30%
View all 70 holding institutions

Quarterly Activity

Recent Activity

+$146.0M

Total Buy Value

$194.7M

Total Sell Value

New buy8
Trim28
Add17
Sold out9

25

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MSCI USA SIZE FACTOR (SIZE)?
Major stakeholders currently include Bank Of America CORP /de/ ($81.4M), BlackRock, Inc. ($56.2M), James Reed Financial Services, Inc. ($26.1M). Based on the latest 13F filings, there are a total of 70 tracked investment funds and institutions maintaining positions in SIZE.
What is the overall institutional sentiment toward SIZE recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.8M, driven by 25 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their SIZE positions?
In the latest period, 28 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $194.7M.
Are there any notable investors adding SIZE to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $146.0M.

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