ISHARES MSCI USA SIZE FACTOR (SIZE) Institutional Ownership and Insiders Activity
ISHARES MSCI USA SIZE FACTOR (SIZE) is widely held by institutional investors, with 70 firms reporting positions valued at approximately $359.37M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is the largest disclosed holder, reporting approximately $91.45M in SIZE holdings in its latest filing.
Institutional Holders
70
Total Reported Value
$359.37M
Largest Holder
Bank Of America Corp
Largest Position
$91.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Bank Of America Corp$91.45M
- Blackrock, Inc.$57.68M
- James Reed Financial Services, Inc.$29.22M
- Lido Advisors, Llc$19.44M
- Trinity Wealth Management, Llc$17.78M
SIZE News
All news- James Reed Financial Services Q2 2026 Portfolio Activity
Jul 18, 2026 · valut.ai
- Trinity Wealth Management Q2 Portfolio Changes: Strategic Buys & Sector Shifts
Jul 9, 2026 · valut.ai