Ishares Msci USA Size Factor
$181.63+0.5%
-$9.7M
Net Activity
-2.73% total shares
Institutions Holding
73
Popularity Rank
#5277
Avg Weight
0.44%
Total Value
$360.3M
73 institutions currently hold SIZE, with 22 net buyers and 34 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
34
Net Buying Institutions
22
Top 5 by Value
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Across its top 20 institutional holders, SIZE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 25/100).
SIZE ranks #5277 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SIZE is a top-conviction position for James Reed Financial Services, Inc. — at 22.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SIZE belongs to Bank Of America CORP /de/, but the position matters far more to James Reed Financial Services, Inc., who has 22.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wells Fargo & Company/mn has added to its SIZE position for two straight quarters, increasing it by $11.9M to reach $13.5M today.
Osaic Holdings, Inc. has trimmed its SIZE position for two straight quarters, cutting it by $4.6M while still holding $2.9M.
SIZE is up 0.5% today, but institutions show net selling of $9.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$26.2M
Total Buy Value
$18.8M
Total Sell Value
22
Net Buyers
34
Net Sellers
SIZE
Q2 2026
Top 5 Institutional Movers
+$17.0M
+$10.0M
-$4.6M
+$3.1M
SIZE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46432F370
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Access SIZE's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SIZECLI
npx alphasmo stocks get SIZE