Who owns SIZE?
iShares MSCI USA Size Factor ETF · iShares
73 institutions reported holding SIZE, worth $360.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SIZE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $91.5M | 512,970 | +2,197 shares |
| BlackRock, Inc. | New York, NY | $57.7M | 323,556 | −28,892 shares |
| James Reed Financial Services, Inc. | Cleveland, OH | $29.2M | 163,881 | −85 shares |
| Lido Advisors, LLC | Los Angeles, CA | $19.4M | 109,018 | +5,328 shares |
| Trinity Wealth Management, LLC | Berwyn, PA | $17.8M | 99,753 | −11,110 shares |
| Strategic Financial Services, Inc. | Utica, NY | $17.6M | 98,837 | −2,887 shares |
| GFS Advisors, LLC | Houston, TX | $17.0M | 20 | New position |
| Wells Fargo & Company | San Francisco, CA | $13.5M | 75,509 | +10,611 shares |
| Rockefeller Capital Management L.P. | New York, NY | $13.0M | 73,053 | −390 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $13.0M | 72,798 | +5,815 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SIZE?
73 institutional managers reported holding SIZE in Form 13F filings for June 30, 2026, worth $360.7M in total. The largest reported position was held by Bank of America Corp., at $91.5M.
Did institutions buy or sell SIZE last quarter?
Reported 13F value rose 14.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SIZE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.