iShares MSCI USA Size Factor ETF
SIZE
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$11.2M |
| 2 |
Jane Street
New York
|
+$2.74M |
| 3 |
Goldman Sachs
New York
|
+$2.56M |
| 4 |
GS
GTS Securities
New York
|
+$2.03M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.2M |
| 2 |
BlackRock
New York
|
-$1.81M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.7M |
| 4 |
Morgan Stanley
New York
|
-$1.21M |
| 5 |
GSC
G&S Capital
Denver,
Colorado
|
-$1.15M |
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.