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iShares MSCI USA Size Factor ETF
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72 hedge funds and large institutions have $319M invested in iShares MSCI USA Size Factor ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 67 → 72 (+5)

6% more capital invested

Capital invested by funds: $301M → $319M (+$17.9M)

0.69% more ownership

Funds ownership: 81.31% → 82% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.2M
2
Jane Street
Jane Street
New York
+$2.74M
3
Goldman Sachs
Goldman Sachs
New York
+$2.56M
4
GS
GTS Securities
New York
+$2.03M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.2M
2
BlackRock
BlackRock
New York
-$1.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.7M
4
Morgan Stanley
Morgan Stanley
New York
-$1.21M
5
GSC
G&S Capital
Colorado
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$746K +$217K +1,346 +41%
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$740K +$78.9K +490 +12%
QFW
28
QTR Family Wealth
Florida
$740K -$31.5K -196 -4%
BWM
29
BCGM Wealth Management
Indiana
$640K – – –
SB
30
Strategic Blueprint
Georgia
$609K -$44.6K -277 -7%
C1AG
31
Client 1st Advisory Group
Florida
$539K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$471K -$14.5K -90 -3%
CWS
33
Cypress Wealth Services
California
$424K +$1.93K +12 +0.5%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$386K -$1.7M -10,548 -82%
PCH
35
PGIM Custom Harvest
New Jersey
$363K -$12.1K -75 -3%
NA
36
NewEdge Advisors
Louisiana
$357K +$2.09K +13 +0.6%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$357K -$7.24K -45 -2%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$347K -$3.22K -20 -0.9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$336K +$47.5K +295 +17%
MML Investors Services
40
MML Investors Services
Massachusetts
$308K +$307K +1,905 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$307K – – –
CL
42
Choreo LLC
Illinois
$288K – – –
JWCA
43
J.W. Cole Advisors
Florida
$253K +$7.72K +48 +3%
4PL
44
46 Peaks LLC
Pennsylvania
$246K +$245K +1,520 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$236K – – –
OFO
46
OneAscent Family Office
Alabama
$226K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$221K -$15.9K -99 -7%
GT
48
Glenmede Trust
Pennsylvania
$210K +$210K +1,302 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$192K -$201K -1,252 -51%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$160K +$171K +1,065 New
1
2
3 4

SIZE Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q4 2025, worth a combined $319M — up 6% from $301M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SIZE positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11.2M. The largest seller was LPL Financial, cutting an estimated $2.2M.

  • 72 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $319M of iShares MSCI USA Size Factor ETF stock for Q4 2025, up 6% quarter-over-quarter.
  • 11 funds opened new iShares MSCI USA Size Factor ETF positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest iShares MSCI USA Size Factor ETF buyer in Q4 2025 was Rockefeller Capital Management, an estimated $11.2M added.
  • The largest iShares MSCI USA Size Factor ETF seller in Q4 2025 was LPL Financial, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2025.