iShares MSCI USA Size FactorSIZEETF
13F holders, Q4 2024 (December 31)66holders +1
7new positions
7sold out
$148.51avg. 13F price*
At the end of Q4 2024, 66 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, up 1 from Q3 2024. 7 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($62.9M), BlackRock, Inc. ($58.0M) and Envestnet Asset Management Inc. ($27.3M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $854K |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 122,061 shares bought and 85,504 shares sold, net +36,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Bank of America Corp. | 0.01% | Add +24.1% | 423,759 | $62.9M |
| BlackRock, Inc. | 0.00% | Reduce -9.6% | 390,412 | $58.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 183,524 | $27.3M |
| James Reed Financial Services, Inc. | 25.31% | — | 163,373 | $24.3M |
| Trinity Wealth Management, LLC | 7.52% | Add +2.2% | 111,921 | $16.6M |
| Principal Securities, Inc. | 0.31% | Add +2.9% | 93,384 | $13.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.6% | 46,735 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.3% | 43,776 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 43,177 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +54.4% | 35,735 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -11.3% | 17,922 | $2.7M |
| Lido Advisors, LLC | 0.02% | Reduce -12.2% | 17,327 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.3% | 12,462 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +191.8% | 9,136 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -67.9% | 8,746 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.4% | 7,933 | $1.2M |
| G&S Capital LLC | 0.44% | Reduce -2.8% | 7,154 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | — | 5,834 | $866K |
| Cerity Partners LLC | 0.00% | Add +16.6% | 5,102 | $758K |
| Bison Wealth, LLC | 0.16% | Reduce -2.5% | 4,901 | $728K |
| Keystone Financial Group | 0.07% | Add +9.8% | 4,582 | $682K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.1% | 4,273 | $635K |
| BCGM Wealth Management, LLC | 0.19% | Reduce -0.3% | 3,965 | $589K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 3,946 | $586K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,684 | $547K |
| Client 1ST Advisory Group, LLC | 0.19% | Reduce -4.5% | 3,338 | $496K |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.1% | 3,102 | $461K |
| Wells Fargo & Company | 0.00% | Add +9.0% | 3,030 | $450K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.5% | 2,781 | $412K |
| UBS Group AG | 0.00% | Reduce -3.9% | 2,484 | $369K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,277 | $338K |
| MML Investors Services, LLC | 0.00% | Reduce -47.5% | 2,252 | $334K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.2% | 2,049 | $304K |
| TKG Advisors, LLC | 0.14% | Add +0.6% | 1,937 | $300K |
| Park Avenue Securities LLC | 0.00% | New | 1,986 | $295K |
| Choreo, LLC | 0.00% | No change | 1,972 | $293K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.5% | 1,949 | $289K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.6% | 1,890 | $281K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -4.6% | 1,858 | $276K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 1,794 | $266K |
| Royal Bank of Canada | 0.00% | Reduce -46.8% | 1,507 | $224K |
| FMR LLC | 0.00% | Reduce -54.6% | 1,462 | $217K |
| Cwm, LLC | 0.00% | Add +0.8% | 1,453 | $216K |
| Atlas Private Wealth Advisors | 0.03% | New | 1,446 | $215K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 1,406 | $209K |
| OneAscent Financial Services LLC | 0.02% | New | 1,397 | $207K |
| TD Waterhouse Canada Inc. | 0.00% | Add +27.4% | 1,334 | $197K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.4% | 961 | $143K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 947 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -10.6% | 822 | $122K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 803 | $119K |
| MAI Capital Management | 0.00% | New | 545 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.4% | 358 | $53K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 277 | $41K |
| 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% | No change | 115 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 87 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 77 | $11K |
| US Bancorp \de | 0.00% | No change | 65 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 55 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | — | 50 | $7K |
| AE Wealth Management LLC | 0.00% | New | 50 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 39 | $6K |
"% 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.