ISHARES MSCI USA SIZE FACTOR (SIZE) Top Institutional Shareholders
ISHARES MSCI USA SIZE FACTOR (SIZE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $313.04M in SIZE holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SIZE tracked by InsiderSet, reporting ownership valued at approximately $81.45M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $89.07M, representing an estimated gain of +9.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed SIZE value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Blackrock, Inc., James Reed Financial Services, Inc., and several other long-term asset managers with concentrated positions in ISHARES MSCI USA SIZE FACTOR (SIZE).
This page ranks the largest institutional SIZE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$313.04M
Largest Holder
Bank Of America Corp
Largest Position
$81.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 510,773 | $81,447,799 | $89,073,703 | +$7,625,904 | +9.36% | |
| Blackrock, Inc. | 0.00% | 352,448 | $56,201,358 | $61,463,407 | +$5,262,049 | +9.36% | |
| James Reed Financial Services, Inc. | 22.63% | 163,966 | $26,146,082 | $28,594,031 | +$2,447,949 | +9.36% | |
| Trinity Wealth Management, Llc | 6.49% | 110,863 | $17,678,219 | $19,333,399 | +$1,655,180 | +9.36% | |
| Lido Advisors, Llc | 0.06% | 103,690 | $16,534,583 | $18,082,499 | +$1,547,916 | +9.36% | |
| Strategic Financial Services, Inc. | 0.77% | 101,724 | $16,220,909 | $17,739,648 | +$1,518,739 | +9.36% | |
| Rockefeller Capital Management L.P. | 0.02% | 73,443 | $11,711,337 | $12,807,725 | +$1,096,388 | +9.36% | |
| Ameriprise Financial Inc | 0.00% | 66,983 | $10,682,259 | $11,681,165 | +$998,906 | +9.35% | |
| Wells Fargo & Company/Mn | 0.00% | 64,898 | $10,348,595 | $11,317,562 | +$968,967 | +9.36% | |
| Envestnet Asset Management Inc | 0.00% | 61,715 | $9,841,076 | $10,762,479 | +$921,403 | +9.36% | |
| Goldman Sachs Group Inc | 0.00% | 59,325 | $9,459,965 | $10,345,687 | +$885,722 | +9.36% | |
| Osaic Holdings, Inc. | 0.01% | 46,561 | $7,424,712 | $8,119,773 | +$695,061 | +9.36% | |
| Lpl Financial Llc | 0.00% | 36,567 | $5,830,924 | $6,376,919 | +$545,995 | +9.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 34,084 | $5,435,035 | $5,943,909 | +$508,874 | +9.36% | |
| Jones Financial Companies Lllp | 0.00% | 34,750 | $5,422,043 | $6,060,052 | +$638,009 | +11.77% | |
| Morgan Stanley | 0.00% | 29,641 | $4,726,580 | $5,169,094 | +$442,514 | +9.36% | |
| Summit Trail Advisors, Llc | 0.02% | 10,570 | $1,685,492 | $1,843,302 | +$157,810 | +9.36% | |
| Susquehanna International Group, Llp | 0.00% | 8,793 | $1,402,132 | $1,533,411 | +$131,279 | +9.36% | |
| G&S Capital Llc | 0.37% | 6,560 | $1,046,058 | $1,143,998 | +$97,940 | +9.36% | |
| Parallel Advisors, Llc | 0.02% | 5,868 | $935,804 | $1,023,321 | +$87,517 | +9.35% | |
| Ubs Group Ag | 0.00% | 5,830 | $929,652 | $1,016,694 | +$87,042 | +9.36% | |
| Sagespring Wealth Partners, Llc | 0.02% | 5,827 | $929,173 | $1,016,171 | +$86,998 | +9.36% | |
| Mercer Global Advisors Inc | 0.00% | 5,753 | $917,341 | $1,003,266 | +$85,925 | +9.37% | |
| Raymond James Financial Inc | 0.00% | 5,445 | $868,200 | $949,554 | +$81,354 | +9.37% | |
| Qtr Family Wealth, Llc | 0.30% | 4,323 | $722,209 | $753,888 | +$31,679 | +4.39% | |
| Keystone Financial Group | 0.05% | 4,369 | $703,615 | $761,910 | +$58,295 | +8.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,168 | $664,660 | $726,858 | +$62,198 | +9.36% | |
| Bcgm Wealth Management, Llc | 0.16% | 3,964 | $632,123 | $691,282 | +$59,159 | +9.36% | |
| Strategic Blueprint, Llc | 0.03% | 3,637 | $579,956 | $634,256 | +$54,300 | +9.36% | |
| Client 1St Advisory Group, Llc | 0.15% | 3,124 | $498,153 | $544,794 | +$46,641 | +9.36% | |
| Royal Bank Of Canada | 0.00% | 2,917 | $465,000 | $508,696 | +$43,696 | +9.40% | |
| Cypress Wealth Services, Llc | 0.06% | 2,637 | $420,417 | $459,866 | +$39,449 | +9.38% | |
| Pgim Custom Harvest Llc | 0.01% | 2,248 | $358,466 | $392,029 | +$33,563 | +9.36% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,940 | $309,818 | $338,317 | +$28,499 | +9.20% | |
| Baird Financial Group, Inc. | 0.00% | 1,824 | $290,855 | $318,087 | +$27,232 | +9.36% | |
| Cerity Partners Llc | 0.00% | 1,822 | $290,576 | $317,739 | +$27,163 | +9.35% | |
| Choreo, Llc | 0.00% | 1,759 | $280,490 | $306,752 | +$26,262 | +9.36% | |
| Mml Investors Services, Llc | 0.00% | 1,708 | $272,299 | $297,858 | +$25,559 | +9.39% | |
| Tkg Advisors, Llc | 0.11% | 1,703 | $271,560 | $296,986 | +$25,426 | +9.36% | |
| Equitable Holdings, Inc. | 0.00% | 1,545 | $249,626 | $269,433 | +$19,807 | +7.93% | |
| J.W. Cole Advisors, Inc. | 0.01% | 1,547 | $246,724 | $269,781 | +$23,057 | +9.35% | |
| 46 Peaks Llc | 0.18% | 1,520 | $242,379 | $265,073 | +$22,694 | +9.36% | |
| Cwm, Llc | 0.00% | 1,461 | $233,028 | $254,784 | +$21,756 | +9.34% | |
| Oneascent Family Office, Llc | 0.16% | 1,397 | $222,766 | $243,623 | +$20,857 | +9.36% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,344 | $214,314 | $234,380 | +$20,066 | +9.36% | |
| Cetera Investment Advisers | 0.00% | 1,308 | $208,517 | $228,102 | +$19,585 | +9.39% | |
| Bank Of Montreal | 0.00% | 1,065 | $169,825 | $185,725 | +$15,900 | +9.36% | |
| Capital Investment Advisory Services, Llc | 0.01% | 814 | $129,800 | $141,953 | +$12,153 | +9.36% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 804 | $128,206 | $140,210 | +$12,004 | +9.36% | |
| Harbour Investments, Inc. | 0.00% | 633 | $100,945 | $110,389 | +$9,444 | +9.36% |
Frequently asked questions about SIZE
Who owns the most SIZE stock?
The largest holders of SIZE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA SIZE FACTOR (SIZE).
Is SIZE widely held by superinvestors?
Many widely followed stocks like SIZE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SIZE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.