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SIZE · iShares MSCI USA Size Factor ETF ETF

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$182.84 -0.60 (-0.33%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $17,669,330
Total Shares: 99,110

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
99.7%
Dec 2021 → Jun 2026 · range 25.0% – 100.0%
−0.3 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 63.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 77.6% – 100.0%
0.0 pts
HHI
9,945
Dec 2021 → Jun 2026 · range 1,151 – 10,000
Highly concentrated−55

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +40489.3%
Shares held: +36204.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Strategic Financial Services, Inc. 98,837 $17,620,660

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Strategic Financial Services, Inc. SIZE $17,620,660 99.72% 98,837
TUCKER ASSET MANAGEMENT LLC SIZE $48,670 0.28% 273