EdgeMarketInstruments › SIZE

SIZE — iShares MSCI USA Size Factor ETF

US equity
184.89 +0.30% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 154.04 · high 186.93

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.30%
1 week-0.83%
1 month+4.65%
3 months+7.38%
6 months+9.34%
Year to date+13.60%
1 year+17.15%
3 years+51.63%
5 years+39.12%

Technicals

RSI 1464.8
vs 50-day avg+2.85%
vs 200-day avg+9.29%
Volatility 1y12.9%
Max drawdown 1y-8.29%
Avg volume 30d5.4K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)1.32%
Paid last 12m2.4390
Payments in 12m4
Paying since2016-03-23

Largest institutional holders

managervalueshares
BANK OF AMERICA CORP /DE/81.4M510.8K
BlackRock, Inc.56.2M352.4K
James Reed Financial Services, Inc.26.1M164.0K
Trinity Wealth Management, LLC17.7M110.9K
Lido Advisors, LLC16.5M103.7K
Strategic Financial Services, Inc.16.2M101.7K
Rockefeller Capital Management L.P.11.7M73.4K
AMERIPRISE FINANCIAL INC10.7M67.0K
WELLS FARGO & COMPANY/MN10.3M64.9K
ENVESTNET ASSET MANAGEMENT INC9.8M61.7K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d61.2% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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