iShares MSCI USA Size Factor ETF
SIZE
65 hedge funds and large institutions have $254M invested in iShares MSCI USA Size Factor ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.76% more ownership
Funds ownership: 79.22% → 82.98% (+3.8%)
0% more capital invested
Capital invested by funds: $253M → $254M (+$788K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 66 → 65 (-1)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.64M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$622K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.18M |
| 2 |
Morgan Stanley
New York
|
-$2.83M |
| 3 |
JRFS
James Reed Financial Services
Cleveland,
Ohio
|
-$640K |
| 4 |
Goldman Sachs
New York
|
-$540K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$459K |
SIZE Hedge Fund Activity: Q1 2025 in Review
65 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q1 2025, worth a combined $254M — up 0.31% from $253M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SIZE positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $7.64M. The largest seller was BlackRock, cutting an estimated $4.18M.
- 65 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q1 2025, down from 66 in Q4 2024.
- Funds reported $254M of iShares MSCI USA Size Factor ETF stock for Q1 2025, up 0.31% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Size Factor ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
- The largest iShares MSCI USA Size Factor ETF buyer in Q1 2025 was Bank of America, an estimated $7.64M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q1 2025 was BlackRock, an estimated $4.18M sold.
Based on aggregated 13F filings for Q1 2025.