iShares MSCI USA Size FactorSIZEETF
13F holders, Q3 2024 (September 30)65holders +6
9new positions
4sold out
1famous investor
$148.79avg. 13F price*
At the end of Q3 2024, 65 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, up 6 from Q2 2024. 9 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($64.3M), Bank of America Corp. ($50.8M) and Envestnet Asset Management Inc. ($27.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 4 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 55,758 shares bought and 54,091 shares sold, net +1,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| BlackRock, Inc. | 0.00% | — | 432,071 | $64.3M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 341,513 | $50.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.3% | 182,667 | $27.2M |
| Trinity Wealth Management, LLC | 7.47% | Add +1.5% | 109,522 | $16.3M |
| Principal Securities, Inc. | 0.33% | Add +2.0% | 90,770 | $13.5M |
| Morgan Stanley | 0.00% | Add +19.8% | 46,015 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 45,540 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 38,316 | $5.7M |
| Jane Street Group, LLC | 0.01% | Add +14.2% | 27,239 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +500.4% | 23,144 | $3.4M |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 20,203 | $3.0M |
| Lido Advisors, LLC | 0.02% | Reduce -36.2% | 19,737 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 12,892 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.5% | 8,382 | $1.2M |
| G&S Capital LLC | 0.46% | Reduce -6.3% | 7,356 | $1.1M |
| Citadel Advisors | 0.00% | New | 5,977 | $889K |
| Bison Wealth, LLC | 0.12% | Reduce -0.9% | 5,024 | $748K |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 4,374 | $651K |
| MML Investors Services, LLC | 0.00% | Add +40.0% | 4,286 | $638K |
| Strategic Blueprint, LLC | 0.04% | No change | 4,275 | $636K |
| Keystone Financial Group | 0.08% | New | 4,171 | $621K |
| Osaic Holdings, Inc. | 0.00% | Add +8.4% | 4,058 | $604K |
| BCGM Wealth Management, LLC | 0.19% | Reduce -3.6% | 3,978 | $592K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,684 | $548K |
| Client 1ST Advisory Group, LLC | 0.21% | No change | 3,497 | $520K |
| FMR LLC | 0.00% | No change | 3,220 | $479K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 3,131 | $466K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.1% | 2,853 | $425K |
| Royal Bank of Canada | 0.00% | Add +54.4% | 2,831 | $421K |
| Wells Fargo & Company | 0.00% | No change | 2,779 | $413K |
| UBS Group AG | 0.00% | Reduce -5.2% | 2,586 | $385K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.0% | 2,277 | $339K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 2,214 | $329K |
| Baird Financial Group, Inc. | 0.00% | Reduce -72.7% | 2,207 | $328K |
| Choreo, LLC | 0.00% | Reduce -2.0% | 1,972 | $293K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.6% | 1,949 | $290K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,947 | $290K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.4% | 1,940 | $289K |
| TKG Advisors, LLC | 0.14% | Add +0.2% | 1,925 | $286K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.0% | 1,816 | $270K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.1% | 1,554 | $231K |
| Cwm, LLC | 0.00% | Add +0.3% | 1,442 | $215K |
| Flow Traders U.S. LLC | 0.01% | New | 1,438 | $214K |
| Ameriprise Financial Inc. | 0.00% | New | 1,417 | $211K |
| Arkos Global Advisors | 0.03% | New | 1,397 | $208K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,206 | $179K |
| TD Waterhouse Canada Inc. | 0.00% | Add +156.0% | 1,047 | $155K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 965 | $144K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 947 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 919 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.5% | 803 | $119K |
| Belvedere Trading LLC | 0.00% | New | 408 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.3% | 353 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $30K |
| Element Wealth, LLC | 0.01% | No change | 163 | $24K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 117 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 115 | $17K |
| Simplex Trading, LLC | 0.00% | New | 100 | $14K |
| Aspire Wealth Management Corp | 0.01% | Reduce -1.1% | 90 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 87 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -27.4% | 77 | $11K |
| US Bancorp \de | 0.00% | No change | 65 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 39 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 3 | $0 |
"% 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.