As of the latest SEC filings, ISHARES MSCI USA SIZE FACTOR ETF (SIZE) is held by 5 institutional funds. The largest fund shareholder is Transamerica BlackRock iShares Edge 50 VP (N/A), holding an estimated $19,475,328.18 in market value, representing 4.99% of its portfolio.
Funds holding ISHARES MSCI USA SIZE FACTOR ETF (SIZE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SIZE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Transamerica BlackRock iShares Edge 50 VP
|
ETF | Transamerica | 4.99% | $19,475,328.18 | 122,133 | Mar 31, 2026 | May 26, 2026 |
|
-
Transamerica BlackRock iShares Edge 75 VP
|
ETF | Transamerica | 7.22% | $10,137,669.50 | 63,575 | Mar 31, 2026 | May 26, 2026 |
|
-
SA BlackRock Multi-Factor 70/30 Portfolio
|
ETF | Independent / Boutique | 7.08% | $9,188,147.99 | 53,861 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Transamerica BlackRock iShares Edge 40 VP
|
ETF | Transamerica | 4.06% | $7,688,363.90 | 48,215 | Mar 31, 2026 | May 26, 2026 |
|
-
Transamerica BlackRock iShares Edge 100 VP
|
ETF | Transamerica | 9.72% | $7,530,976.88 | 47,228 | Mar 31, 2026 | May 26, 2026 |
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