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iShares MSCI USA Size Factor ETF
SIZE

71 hedge funds and large institutions have $316M invested in iShares MSCI USA Size Factor ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.43% more ownership

Funds ownership: 82% → 84.43% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less capital invested

Capital invested by funds: $319M → $316M (-$2.3M)

1% less funds holding

Funds holding: 72 → 71 (-1)

39% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 28

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.11M
2
STA
Summit Trail Advisors
New York
+$1.74M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.31M
4
GSC
G&S Capital
Colorado
+$1.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.17M
2
Jane Street
Jane Street
New York
-$2.75M
3
GS
GTS Securities
New York
-$2.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.72M
5
Goldman Sachs
Goldman Sachs
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
26
QTR Family Wealth
Florida
$722K -$7.92K -48 -1%
NA
27
NewEdge Advisors
Louisiana
$708K +$369K +2,234 +101%
KFGK
28
Keystone Financial Group (Kentucky)
Kentucky
$704K -$35K -212 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$665K +$324K +1,961 +89%
BWM
30
BCGM Wealth Management
Indiana
$632K – – –
SB
31
Strategic Blueprint
Georgia
$580K -$21.9K -133 -4%
C1AG
32
Client 1st Advisory Group
Florida
$498K -$34.8K -211 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$465K – – –
CWS
34
Cypress Wealth Services
California
$420K +$1.65K +10 +0.4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$418K +$89.4K +542 +26%
PCH
36
PGIM Custom Harvest
New Jersey
$358K – – –
TWC
37
TD Waterhouse Canada
Ontario, Canada
$310K -$34.6K -210 -10%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$291K -$12.4K -75 -4%
Cerity Partners
39
Cerity Partners
New York
$291K -$599K -3,633 -67%
CL
40
Choreo LLC
Illinois
$280K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$272K -$32.5K -197 -10%
TA
42
TKG Advisors
Indiana
$272K +$281K +1,703 New
EH
43
Equitable Holdings
New York
$250K +$255K +1,545 New
JWCA
44
J.W. Cole Advisors
Florida
$247K -$3.63K -22 -1%
4PL
45
46 Peaks LLC
Pennsylvania
$242K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$233K – – –
OFO
47
OneAscent Family Office
Alabama
$223K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$214K -$4.29K -26 -2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$209K +$216K +1,308 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$170K – – –
1
2
3 4

SIZE Hedge Fund Activity: Q1 2026 in Review

71 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2026, worth a combined $316M — down 0.72% from $319M a quarter earlier.

Fund positioning in SIZE was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 28 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.11M. The largest seller was BlackRock, cutting an estimated $3.17M.

  • 71 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2026, down from 72 in Q4 2025.
  • Funds reported $316M of iShares MSCI USA Size Factor ETF stock for Q1 2026, down 0.72% quarter-over-quarter.
  • 8 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q1 2026 was Wells Fargo, an estimated $9.11M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q1 2026 was BlackRock, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2026.