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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.11M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$1.74M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.31M |
| 4 |
GSC
G&S Capital
Denver,
Colorado
|
+$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.17M |
| 2 |
Jane Street
New York
|
-$2.75M |
| 3 |
GS
GTS Securities
New York
|
-$2.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.72M |
| 5 |
Goldman Sachs
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
76
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$29.9K | -184 | Closed |
|
77
Citigroup
New York
| – | -$15.7K | -97 | Closed |
|
|
AAP
78
Arax Advisory Partners
Denver,
Colorado
| – | -$11K | -68 | Closed |
|
79
Russell Investments Group
London,
United Kingdom
| – | -$646 | -4 | Closed |
|
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.