iShares MSCI USA Size FactorSIZEETF
13F holders, Q2 2024 (June 30)59holders −3
5new positions
6sold out
$137.57avg. 13F price*
At the end of Q2 2024, 59 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, down 3 from Q1 2024. 5 opened new positions and 6 sold out. The largest holders were BlackRock Inc. ($59.1M), Bank of America Corp. ($49.3M) and Envestnet Asset Management Inc. ($25.0M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.6M |
| Exits | 6 | $4.9M |
All 13F filers, Q1 2024 → Q2 2024: 139,610 shares bought and 49,510 shares sold, net +90,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| BlackRock Inc. | 0.00% | Add +4.8% | 429,443 | $59.1M |
| Bank of America Corp. | 0.00% | Add +5.6% | 358,317 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.4% | 182,038 | $25.0M |
| Trinity Wealth Management, LLC | 7.40% | Add +0.7% | 107,915 | $14.8M |
| Principal Securities, Inc. | 0.34% | Add +18.9% | 88,966 | $12.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 42,791 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +214.2% | 41,554 | $5.7M |
| Morgan Stanley | 0.00% | Add +16.0% | 38,418 | $5.3M |
| Lido Advisors, LLC | 0.04% | Add +4.6% | 30,940 | $4.3M |
| Jane Street Group, LLC | 0.00% | New | 23,850 | $3.3M |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 21,803 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.8% | 13,255 | $1.8M |
| Wharton Business Group, LLC | 0.09% | Reduce -0.2% | 12,785 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Reduce -6.8% | 8,596 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | New | 8,085 | $1.1M |
| G&S Capital LLC | 0.48% | Reduce -7.5% | 7,854 | $1.1M |
| Bison Wealth, LLC | 0.12% | No change | 5,071 | $721K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 4,532 | $623K |
| Strategic Blueprint, LLC | 0.04% | Reduce -9.3% | 4,275 | $588K |
| BCGM Wealth Management, LLC | 0.20% | Reduce -0.9% | 4,128 | $568K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.2% | 3,855 | $530K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 3,743 | $515K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,684 | $507K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -2.8% | 3,497 | $481K |
| FMR LLC | 0.00% | Add +45.0% | 3,220 | $443K |
| JPMorgan Chase & Co. | 0.00% | Add +12.0% | 3,157 | $434K |
| MML Investors Services, LLC | 0.00% | Add +15.4% | 3,062 | $421K |
| Sunbelt Securities, Inc. | 0.04% | Add +74.0% | 2,885 | $397K |
| Wells Fargo & Company | 0.00% | Add +0.9% | 2,779 | $382K |
| UBS Group AG | 0.00% | Add +0.1% | 2,729 | $375K |
| NewEdge Advisors, LLC | 0.00% | Add +4.0% | 2,347 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 2,207 | $304K |
| Choreo, LLC | 0.00% | No change | 2,013 | $274K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,947 | $268K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.3% | 1,932 | $266K |
| TKG Advisors, LLC | 0.14% | Reduce -8.1% | 1,922 | $264K |
| Royal Bank of Canada | 0.00% | Reduce -40.1% | 1,834 | $252K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.7% | 1,681 | $231K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 1,644 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,571 | $216K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.1% | 1,528 | $210K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,438 | $198K |
| AdvisorNet Financial, Inc | 0.02% | No change | 1,205 | $166K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 947 | $136K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 964 | $133K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 919 | $126K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 409 | $56K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.6% | 323 | $44K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $28K |
| Element Wealth, LLC | 0.01% | No change | 163 | $22K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 117 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -67.3% | 106 | $15K |
| Aspire Wealth Management Corp | 0.01% | Reduce -7.1% | 91 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 87 | $12K |
| US Bancorp \de | 0.00% | No change | 65 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | New | 63 | $9K |
| Realta Investment Advisors | 0.00% | No change | 50 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 39 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 19 | $3K |
"% 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.