iShares MSCI USA Size FactorSIZEETF
13F holders, Q1 2024 (March 31)62holders
1famous investor
$142.28avg. 13F price*
At the end of Q1 2024, 62 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings. The largest holders were BlackRock Inc. ($58.3M), Bank of America Corp. ($48.3M) and Envestnet Asset Management Inc. ($24.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.9M |
| Exits | 9 | $2.9M |
Ownership 62 holders
| BlackRock Inc. | 0.00% | Reduce -6.2% | 409,658 | $58.3M |
| Bank of America Corp. | 0.00% | Add +0.5% | 339,366 | $48.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.2% | 171,081 | $24.3M |
| Trinity Wealth Management, LLC | 7.87% | Add +0.1% | 107,139 | $15.2M |
| Principal Securities, Inc. | 0.33% | Add +7.8% | 74,810 | $10.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 39,654 | $5.6M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 33,119 | $4.7M |
| Lido Advisors, LLC | 0.04% | Add +15.2% | 29,585 | $4.2M |
| Citadel Advisors | 0.00% | Add +44.7% | 27,825 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 22,330 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.2% | 13,783 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 13,227 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 12,917 | $1.8M |
| Wharton Business Group, LLC | 0.09% | No change | 12,810 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.4% | 9,218 | $1.3M |
| G&S Capital LLC | 0.54% | Add +1.4% | 8,494 | $1.2M |
| Bison Wealth, LLC | 0.12% | Reduce -0.2% | 5,071 | $721K |
| Strategic Blueprint, LLC | 0.05% | Reduce -8.6% | 4,713 | $671K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.7% | 4,608 | $656K |
| Cerity Partners LLC | 0.00% | Reduce -9.4% | 4,369 | $622K |
| Keystone Financial Group | 0.09% | Reduce -4.8% | 4,171 | $593K |
| BCGM Wealth Management, LLC | 0.21% | Reduce -0.5% | 4,166 | $593K |
| PGIM Custom Harvest LLC | 0.01% | New | 3,684 | $524K |
| Client 1ST Advisory Group, LLC | 0.23% | Reduce -4.1% | 3,599 | $512K |
| Royal Bank of Canada | 0.00% | Add +157.7% | 3,064 | $436K |
| JPMorgan Chase & Co. | 0.00% | Add +54.2% | 2,818 | $401K |
| Wells Fargo & Company | 0.00% | Reduce -5.4% | 2,754 | $392K |
| UBS Group AG | 0.00% | Reduce -18.0% | 2,725 | $388K |
| MML Investors Services, LLC | 0.00% | New | 2,654 | $378K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.7% | 2,483 | $353K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,257 | $321K |
| FMR LLC | 0.00% | Add +128.9% | 2,220 | $316K |
| TKG Advisors, LLC | 0.17% | Add +1.1% | 2,091 | $297K |
| Choreo, LLC | 0.01% | No change | 2,013 | $286K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.1% | 1,948 | $277K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.4% | 1,947 | $277K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.4% | 1,926 | $274K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,758 | $250K |
| Courier Capital LLC | 0.02% | Reduce -0.6% | 1,690 | $240K |
| Sunbelt Securities, Inc. | 0.03% | New | 1,658 | $236K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 1,627 | $232K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,436 | $204K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -6.4% | 1,205 | $171K |
| Harbour Investments, Inc. | 0.00% | No change | 965 | $137K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 947 | $135K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 919 | $131K |
| Qube Research & Technologies Ltd | 0.00% | Add +16.0% | 465 | $66K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -49.1% | 409 | $57K |
| CoreCap Advisors, LLC | 0.00% | New | 324 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 306 | $43K |
| Retirement Group, LLC | 0.01% | No change | 214 | $31K |
| Fifth Third Bancorp | 0.00% | Reduce -74.2% | 200 | $28K |
| Element Wealth, LLC | 0.01% | Add +0.6% | 163 | $23K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 117 | $17K |
| Aspire Wealth Management Corp | 0.01% | Reduce -10.9% | 98 | $14K |
| Bank of Montreal | 0.00% | New | 111 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | New | 87 | $12K |
| US Bancorp \de | 0.00% | Reduce -60.6% | 65 | $9K |
| Realta Investment Advisors | 0.00% | New | 50 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 39 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 19 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -81.3% | 3 | $427 |
"% of holder's portfolio" is SIZE's weight in each manager's 13F, not the share of iShares MSCI USA Size Factor the manager owns.