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iShares MSCI USA Size Factor ETF
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67 hedge funds and large institutions have $277M invested in iShares MSCI USA Size Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

9% more capital invested

Capital invested by funds: $254M → $277M (+$23.7M)

3% more funds holding

Funds holding: 65 → 67 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.37% less ownership

Funds ownership: 82.99% → 81.62% (-1.4%)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Strategic Financial Services
New York
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$8.3M
3
Goldman Sachs
Goldman Sachs
New York
+$3.31M
4
Bank of America
Bank of America
North Carolina
+$3.2M
5
Morgan Stanley
Morgan Stanley
New York
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14M
2
PS
Principal Securities
Iowa
-$13.5M
3
Jane Street
Jane Street
New York
-$1.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
5
Lido Advisors
Lido Advisors
California
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Strategic Blueprint
Georgia
$626K -$13K -89 -2%
BWM
27
BCGM Wealth Management
Indiana
$613K -$146 -1 -0%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$582K +$283K +1,938 +106%
C1AG
29
Client 1st Advisory Group
Florida
$515K -$438 -3 -0.1%
PAS
30
Park Avenue Securities
New York
$491K +$463K +3,177 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$465K – – –
SS
32
Sunbelt Securities
Texas
$413K +$3.65K +25 +0.9%
PCH
33
PGIM Custom Harvest
New Jersey
$369K – – –
NA
34
NewEdge Advisors
Louisiana
$364K +$1.17K +8 +0.3%
CWS
35
Cypress Wealth Services
California
$303K +$1.02K +7 +0.4%
CL
36
Choreo LLC
Illinois
$303K -$1.9K -13 -0.7%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$300K – – –
TA
38
TKG Advisors
Indiana
$300K +$438 +3 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$299K +$36K +247 +15%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$293K -$19.5K -134 -7%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$267K +$135K +924 +115%
APWA
42
Atlas Private Wealth Advisors
New Jersey
$238K +$11.7K +80 +5%
JWCA
43
J.W. Cole Advisors
Florida
$234K +$9.77K +67 +5%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$225K +$438 +3 +0.2%
First Trust Advisors
45
First Trust Advisors
Illinois
$223K +$210K +1,442 New
OFO
46
OneAscent Family Office
Alabama
$216K +$204K +1,397 New
UBS Group
47
UBS Group
Switzerland
$216K +$61.1K +419 +43%
Raymond James Financial
48
Raymond James Financial
Florida
$151K +$142K +975 New
IWA
49
Icon Wealth Advisors
Texas
$130K – – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$126K – – –
1
2
3 4

SIZE Hedge Fund Activity: Q2 2025 in Review

67 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q2 2025, worth a combined $277M — up 9.4% from $254M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SIZE positions and 8 closed out — a net gain of 2 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Strategic Financial Services, opening a new position worth an estimated $15.1M. The largest seller was Envestnet Asset Management, cutting an estimated $14M.

  • 67 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $277M of iShares MSCI USA Size Factor ETF stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 10 funds opened new iShares MSCI USA Size Factor ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q2 2025 was Strategic Financial Services, an estimated $15.1M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2025.