iShares MSCI USA Size Factor ETF
SIZE
67 hedge funds and large institutions have $301M invested in iShares MSCI USA Size Factor ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 5 closing their positions.
8% more capital invested
Capital invested by funds: $277M → $301M (+$23.2M)
0% more funds holding
Funds holding: 67 → 67 (0)
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: 5 | Existing positions closed: 5
0.31% less ownership
Funds ownership: 81.62% → 81.31% (-0.31%)
24% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$15M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 3 |
BlackRock
New York
|
+$1.46M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.31M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.96M |
| 3 |
Goldman Sachs
New York
|
-$1.83M |
| 4 |
Morgan Stanley
New York
|
-$1.07M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$785K |
SIZE Hedge Fund Activity: Q3 2025 in Review
67 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q3 2025, worth a combined $301M — up 8.4% from $277M a quarter earlier.
Fund positioning in SIZE was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 25 trimmed.
The largest buyer was Lido Advisors, adding an estimated $15M. The largest seller was Susquehanna International Group, cutting an estimated $4.31M.
- 67 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $301M of iShares MSCI USA Size Factor ETF stock for Q3 2025, up 8.4% quarter-over-quarter.
- 5 funds opened new iShares MSCI USA Size Factor ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q3 2025 was Lido Advisors, an estimated $15M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q3 2025 was Susquehanna International Group, an estimated $4.31M sold.
Based on aggregated 13F filings for Q3 2025.