ISHARES TR (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 Q1 2026.

Are institutions buying or selling SIZE?

In Q1 2026, 16 institutions opened or increased positions in ISHARES TR while 20 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on SIZE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold SIZE?

38 institutional investors report holding ISHARES TR (SIZE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SIZE?

As of Q1 2026, tracked institutions in ISHARES TR show 16 buyers versus 20 sellers — net outflows.

ISHARES TR

SIZE·46432F370·US·ETF·Unknown - Unknown-13D/G

Holders

Avg rating(13 Elite)

$245.5M

Total Value

44% (42)

Fund Consensus

16 buying - 20 selling

Smart Money Verdict

View all

Held by 38 funds

13 elite

Who's Trading

ActivistBPBlackRock Portfolio Management LLC15.5%Jan 21, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	510,773(+1.0%)	$81.4M	0.0%	+22.54%	30
BlackRock, Inc.	Decreased	352,448(-5.2%)	$56.2M	0.0%	+22.49%	0
Lido Advisors, LLC	Decreased	103,690(-5.7%)	$16.5M	0.1%	+16.95%	0
Rockefeller Capital Management L.P.	Decreased	73,443(-1.2%)	$11.7M	0.0%	+9.69%	0
AMERIPRISE FINANCIAL INC	Increased	66,983(+8.1%)	$10.7M	0.0%	+16.44%	30
WELLS FARGO & COMPANY/MN	Increased	64,898(+570.0%)	$10.3M	0.0%	+8.97%	45
ENVESTNET ASSET MANAGEMENT INC	Decreased	61,715(-14.4%)	$9.8M	0.0%	+58.68%	0
GOLDMAN SACHS GROUP INC	Decreased	59,325(-11.7%)	$9.5M	0.0%	+18.07%	0
OSAIC HOLDINGS, INC.	Increased	46,561(+0.3%)	$7.4M	0.0%	+25.96%	27
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	37,333(-3.9%)	$6M	0.0%	+51.54%	0
LPL Financial LLC	Increased	36,567(+3.4%)	$5.8M	0.0%	+28.65%	28
JONES FINANCIAL COMPANIES LLLP	Increased	34,750(+29.6%)	$5.4M	0.0%	+12.76%	34
MORGAN STANLEY	Increased	29,641(+7.7%)	$4.7M	0.0%	+24.04%	29
JPMORGAN CHASE & CO	Increased	9,159(+2.4%)	$1.4M	0.0%	+22.39%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	8,793(+268.5%)	$1.4M	0.0%	+11.46%	41
UBS Group AG	Increased	5,830(+6.2%)	$929,652	0.0%	+16.02%	27
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	5,753(-15.1%)	$917,341	0.0%	+66.23%	0
RAYMOND JAMES FINANCIAL INC	Increased	5,445(+7.7%)	$868,200	0.0%	+11.36%	27
NewEdge Advisors, LLC	Increased	4,441(+101.2%)	$708,194	0.0%	+54.24%	40
COMMONWEALTH EQUITY SERVICES, LLC	Increased	4,168(+88.8%)	$664,660	0.0%	+17.79%	38