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iShares MSCI USA Size Factor ETF (SIZE) Institutional Ownership

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$139.70
+0.83 (+0.60%)
(As of 05/14/2024 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)
22
Total
Institutional Inflows
(last 12 months)
$15.98M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$13.30M
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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
4/23/2024 Fifth 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%
2/12/2024Hilltop 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%
1/19/2024 Fifth Third Bancorp775$102K0.0%-11.7%0.030%
1/17/2024 Courier Capital LLC1,700$224K0.0%N/A0.067%
1/16/2024 Raymond 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%
11/13/2023 Bison Wealth LLC5,055$593K0.1%-2.3%0.198%
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%
10/24/2023 Raymond 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%
10/11/2023 Trinity 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%
8/14/2023 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%
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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%
8/7/2023 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%
7/26/2023 Fifth Third Bancorp962$118K0.0%-43.1%0.036%
7/20/2023 TKG Advisors LLC2,153$264K0.2%+5.9%0.081%
7/14/2023 Trinity 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%
4/13/2023 Trinity 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%
2/13/2023 Heritage 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%
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%
2/9/2023Mercer Global Advisors Inc. ADV30,017$3.41M0.0%-21.4%1.072%
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%
2/2/2023ARGI 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%
1/24/2023 Trinity Wealth Management LLC102,664$11.68M8.3%-3.7%3.667%
1/20/2023 Midwest Heritage Bank FSB2,024$230K0.2%-9.6%0.072%
1/13/2023Baystate Wealth Management LLC333$38K0.0%N/A0.012%
11/23/2022 Client 1ST Advisory Group LLC6,075$633K0.4%-1.6%0.213%
11/15/2022Mercer Global Advisors Inc. ADV38,192$3.98M0.0%-5.6%1.340%
11/15/2022Lido Advisors LLC45,268$5.14M0.1%-6.1%1.588%
11/15/2022Flow Traders U.S. LLC8,788$916K0.0%-50.5%0.308%
11/14/2022 OmniStar Financial Group Inc.2,052$213K0.3%N/A0.072%
11/14/2022MML Investors Services LLC2,643$275K0.0%-3.6%0.093%
11/10/2022 Envestnet Asset Management Inc.168,760$17.59M0.0%+4.8%5.921%
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11/10/2022Tower Research Capital LLC TRC4,713$491K0.0%+57.3%0.165%
11/8/2022 Strategic Blueprint LLC8,589$895K0.1%-5.8%0.301%
11/8/2022 Van Hulzen Asset Management LLC34,983$3.65M0.5%-1.0%1.227%
11/4/2022First Republic Investment Management Inc.8,336$869K0.0%+23.4%0.292%
11/3/2022 BCGM Wealth Management LLC3,338$369K0.2%-4.0%0.117%
11/2/2022Rockefeller Capital Management L.P.12,675$1.32M0.0%+1.3%0.445%
10/27/2022 CWM LLC250$26K0.0%+228.9%0.009%
10/26/2022 Truist Financial Corp29,246$3.05M0.0%+5.5%1.026%
10/25/2022 MA Private Wealth63,807$6.96M1.7%-0.6%2.239%
10/24/2022 G&S Capital LLC9,328$972K0.5%+2.6%0.322%
(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, 54 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. ($20.18M), James Reed Financial Services Inc. ($19.09M), Trinity Wealth Management LLC ($12.56M), Principal Securities Inc. ($9.15M), 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 39 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. ($69.38K), Envestnet Asset Management Inc. ($39.14K), Flow Traders U.S. LLC ($19.84K), Trinity Wealth Management LLC ($11.72K), Hilltop Holdings Inc. ($8.66K), Van Hulzen Asset Management LLC ($6.87K), and Bison Wealth LLC ($5.18K).

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

Institutional investors have bought a total of 202,603 shares in the last 24 months. This purchase volume represents approximately $24.78M in transactions.

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

Of the 33 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 ($71.19K), Bank of America Corp DE ($27.64K), Lido Advisors LLC ($18.61K), Envestnet Asset Management Inc. ($16.34K), Osaic Holdings Inc. ($10.80K), Mercer Global Advisors Inc. ADV ($10.44K), and Flow Traders U.S. LLC ($8.97K).

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

Institutional investors have sold a total of 202,197 shares in the last 24 months. This volume of shares sold represents approximately $23.87M in transactions.


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This page (NYSEARCA:SIZE) was last updated on 5/15/2024 by MarketBeat.com Staff

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