iShares MSCI USA Size Factor ETF
SIZE
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Strategic Financial Services
Utica,
New York
|
+$15.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.3M |
| 3 |
Goldman Sachs
New York
|
+$3.31M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.2M |
| 5 |
Morgan Stanley
New York
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$13.5M |
| 3 |
Jane Street
New York
|
-$1.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$615K |
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.