ISHARES EDGE MSCI USA SIZE F (SIZE) is held by 38 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BANK OF AMERICA CORP /DE/ as of Q2 2026.

Are institutions buying or selling SIZE?

In Q2 2026, 13 institutions opened or increased positions in ISHARES EDGE MSCI USA SIZE F while 21 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on SIZE?

HoldingsIntel scores ISHARES EDGE MSCI USA SIZE F across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for SIZE. In Q2 2026, the institutional leg showed net outflows: 13 buying versus 21 selling.

How many hedge funds hold SIZE?

38 institutional investors report holding ISHARES EDGE MSCI USA SIZE F (SIZE) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into SIZE?

As of Q2 2026, tracked institutions in ISHARES EDGE MSCI USA SIZE F show 13 buyers versus 21 sellers — net outflows.

ISHARES EDGE MSCI USA SIZE F

SIZE·46432F370·US·ETF-13D/G

Holders

(5 Elite)

$265.8M

Total Value

38% (34)

Consensus

13 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 38 funds

5 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Jul 17, 2026 · Congress none

ActivistBPBlackRock Portfolio Management LLC13.5%Jul 17, 2026

ActivistBPBlackRock Portfolio Management LLC15.5%Jan 21, 2026

View all activist filings

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	Action
BANK OF AMERICA CORP /DE/	Increased	512,970(+0.4%)	$91.5M	0.0%	+22.73%	30
BlackRock, Inc.	Decreased	323,556(-8.2%)	$57.7M	0.0%	+22.78%	0
Lido Advisors, LLC	Increased	109,018(+5.1%)	$19.4M	0.1%	+16.02%	30
WELLS FARGO & COMPANY/MN	Increased	75,509(+16.4%)	$13.5M	0.0%	+11.64%	32
Rockefeller Capital Management L.P.	Decreased	73,053(-0.5%)	$13M	0.0%	+11.58%	0
AMERIPRISE FINANCIAL INC	Increased	72,798(+8.7%)	$13M	0.0%	+15.37%	30
ENVESTNET ASSET MANAGEMENT INC	Decreased	60,343(-2.2%)	$10.8M	0.0%	+59.97%	0
GOLDMAN SACHS GROUP INC	Decreased	52,562(-11.4%)	$9.4M	0.0%	+18.70%	0
MORGAN STANLEY	Increased	40,151(+35.5%)	$7.2M	0.0%	+17.28%	35
LPL Financial LLC	Decreased	32,943(-9.9%)	$5.9M	0.0%	+28.99%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	32,810(-12.1%)	$5.8M	0.0%	+52.02%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	31,076(-10.6%)	$5.5M	0.0%	+14.55%	0
OSAIC HOLDINGS, INC.	Decreased	16,122(-65.4%)	$2.9M	0.0%	+26.07%	0
JPMORGAN CHASE & CO	Increased	9,333(+1.9%)	$1.7M	0.0%	+17.16%	26
RAYMOND JAMES FINANCIAL INC	Decreased	5,417(-0.5%)	$965,773	0.0%	+12.85%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	5,248(+25.9%)	$935,550	0.0%	+15.91%	31
UBS Group AG	Decreased	5,238(-10.2%)	$933,830	0.0%	+18.09%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	4,598(-20.1%)	$819,740	0.0%	+67.85%	0
NewEdge Advisors, LLC	Increased	4,564(+2.8%)	$813,626	0.0%	+33.23%	25
BNP PARIBAS FINANCIAL MARKETS	Increased	4,036(+3409.6%)	$719,538	0.0%	+0.92%	40

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SIZEISHARES EDGE MSCI USA SIZE F

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES EDGE MSCI USA SIZE F

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