iShares MSCI USA Size Factor ETF
SIZE
73 hedge funds and large institutions have $360M invested in iShares MSCI USA Size Factor ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 28 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $316M → $360M (+$44M)
1% more funds holding
Funds holding: 72 → 73 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.2% less ownership
Funds ownership: 84.45% → 80.25% (-4.2%)
46% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.82M |
| 2 |
Morgan Stanley
New York
|
+$1.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$997K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$914K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.22M |
| 2 |
BlackRock
New York
|
-$4.96M |
| 3 |
TWM
Trinity Wealth Management
Berwyn,
Pennsylvania
|
-$1.91M |
| 4 |
Goldman Sachs
New York
|
-$1.16M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
SIZE Hedge Fund Activity: Q2 2026 in Review
73 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Size Factor ETF (SIZE) for Q2 2026, worth a combined $360M — up 14% from $316M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SIZE positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 28 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.82M. The largest seller was Osaic Holdings, cutting an estimated $5.22M.
- 73 institutional investors held iShares MSCI USA Size Factor ETF (SIZE) as of Q2 2026, up from 72 in Q1 2026.
- Funds reported $360M of iShares MSCI USA Size Factor ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 7 funds opened new iShares MSCI USA Size Factor ETF positions in Q2 2026 and 5 closed out, a net change of +2 holders.
- The largest iShares MSCI USA Size Factor ETF buyer in Q2 2026 was Wells Fargo, an estimated $1.82M added.
- The largest iShares MSCI USA Size Factor ETF seller in Q2 2026 was Osaic Holdings, an estimated $5.22M sold.
Based on aggregated 13F filings for Q2 2026.