iShares MSCI USA Size Factor ETF
SIZE
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 50 Hudson Yards New York NY United States of America 10001
- IPO Date
- Apr 18, 2013
- CIK
- 0001100663
- Website
- ishares.com
- Similar Companies
- Business
- iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund that seeks to track the investment results of the MSCI USA Low Size Index, composed of U.S. large- and mid-capitalization stocks exhibiting relatively smaller average market capitalization within their respective sectors; holdings are weighted by the inverse natural logarithm of total market capitalization to emphasize size factor exposure. The ETF provides investors with targeted access to the size factor premium through a diversified portfolio of approximately 545 equity securities spanning multiple sectors including information technology, financials, industrials, health care, consumer discretionary, and utilities; top holdings as of recent data include Super Micro Computer Inc. (SMCI), Capital One Financial Corp. (COF), Zscaler Inc. (ZS), and Howmet Aerospace Inc. (HWM), with an expense ratio of 0.15% and assets under management of approximately $372 million. Launched on April 16, 2013, and domiciled in the United States, SIZE trades on NYSE Arca and primarily targets institutional and retail investors seeking factor-based equity strategies in the U.S. market. Operated by BlackRock Fund Advisors under the iShares brand of BlackRock, Inc., the fund maintains a representative sampling investment approach across diversified market capitalizations and sectors without pursuing ESG or sustainable strategies. Geographically, it focuses exclusively on U.S.-listed equities, with over 98% allocation to domestic stocks and minimal non-U.S. exposure. Recent developments include portfolio manager transitions effective April 1, 2025, with Peter Sietsema, Matt Waldron, and Steven White joining Jennifer Hsui as co-managers, reflecting BlackRock's ongoing enhancements to its ETF management teams. In 2024, the fund delivered a total return of 14.07%, building on prior performance amid stable operations and increased institutional interest, as evidenced by new stakes from firms like Park Avenue Securities LLC (3,177 shares in Q2 2025) and holdings adjustments by entities including NewEdge Advisors LLC and Royal Bank of Canada. No major acquisitions, partnerships, or structural changes to the ETF itself have been reported in the last 1-2 years, underscoring its consistent factor-investing mandate.