iShares MSCI USA Size Factor
SIZE • ARCA
iShares MSCI USA Size Factor is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $300.7M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $80.7M.
Overview
Overview of institutional ownership in SIZE as of Q3 2025
All Institutions
- Institutions
- 67
- Value Held
- $300.7M
- Shares Held
- 1.9M
- Avg Position
- $4.5M
- Median Position
- $373.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SIZE as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $80.7M 0.01% of portfolio |
B BlackRock, Inc. Institution | $61.6M 0.00% of portfolio |
 James Reed Financial Services, Inc. RIA/Wealth | $26.2M 23.48% of portfolio |
 Trinity Wealth Management, LLC RIA/Wealth | $18.0M 6.75% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $17.7M 0.07% of portfolio |
 Strategic Investment Advisors, Inc RIA/Wealth | $16.5M 0.83% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $11.6M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $9.2M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $8.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $7.9M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SIZE in Q3 2025
- Traded
- +$12.0M
- Buyers
- 24
- Sellers
- 32
- Total Bought
- +$26.3M
- Total Sold
- −$14.3M
- Avg Position
- $4.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Lido Advisors, LLC RIA/Wealth | +$15.3M +95.1K shares |
L LPL Financial LLC Institution | +$5.0M +31.1K shares |
B BlackRock, Inc. Institution | +$1.5M +9.3K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.1M +6.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$922.9K +5.7K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$759.1K +4.7K shares |
A Advisor Group Holdings, Inc. Institution | +$694.0K +4.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$460.8K +2.9K shares |
 HPM Partners LLC RIA/Wealth | +$202.1K +1.3K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$176.4K +1.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.4M −27.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$2.0M −12.4K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.9M −11.6K shares |
 MORGAN STANLEY RIA/Wealth | −$1.1M −6.8K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | −$798.4K −5.0K shares |
James Reed Financial Services, Inc. RIA/Wealth | −$762.9K −4.7K shares |
Trinity Wealth Management, LLC RIA/Wealth | −$535.2K −3.3K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$479.9K −3.0K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$458.5K −2.9K shares |
 Sunbelt Securities, Inc. RIA/Wealth | −$412.9K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SIZE in Q3 2025
- New Positions
- 4
- New Value
- $488.6K
- Exited Positions
- 7
- Exited Value
- $907.5K
New Positions
| Institution | Position Value |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $460.8K 2.9K shares |
 HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | $22.7K 141.0 shares |
 Hanson McClain, Inc. RIA/Wealth | $2.6K 16.0 shares |
V Versant Capital Management, Inc RIA/Wealth | $2.6K 16.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Sunbelt Securities, Inc. RIA/Wealth | $412.9K 2.8K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $237.7K 1.5K shares |
 FIRST TRUST ADVISORS LP ETF Provider | $222.8K 1.4K shares |
 FSC Wealth Advisors, LLC RIA/Wealth | $18.1K 117.0 shares |
 Briaud Financial Planning, Inc RIA/Wealth | $14.2K 92.0 shares |
 Aptus Capital Advisors, LLC ETF Provider | $1.6K 11.0 shares |
R Ronald Blue Trust, Inc. Institution | $33.0 0.2 shares |
Options Activity
Institutions with the largest Call and Put options positions in SIZE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SIZE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
James Reed Financial Services, Inc. RIA/Wealth | 23.48% $26.2M |
Trinity Wealth Management, LLC RIA/Wealth | 6.75% $18.0M |
Strategic Investment Advisors, Inc RIA/Wealth | 0.83% $16.5M |
 G&S Capital LLC RIA/Wealth | 0.43% $1.2M |
Q QTR Family Wealth, LLC RIA/Wealth | 0.35% $734.3K |
O OneAscent Family Office, LLC Institution | 0.19% $224.6K |
 CLIENT 1ST ADVISORY GROUP, LLC RIA/Wealth | 0.18% $536.2K |
B BCGM Wealth Management, LLC Institution | 0.17% $637.4K |
T TKG Advisors, LLC Institution | 0.13% $313.1K |
Lido Advisors, LLC RIA/Wealth | 0.07% $17.7M |