iShares MSCI USA Size FactorSIZEETF
13F holders, Q1 2025 (March 31)65holders −1
6new positions
6sold out
1famous investor
$145.60avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($69.0M), BlackRock, Inc. ($52.7M) and Envestnet Asset Management Inc. ($26.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 6 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 111,806 shares bought and 72,303 shares sold, net +39,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Bank of America Corp. | 0.01% | Add +12.0% | 474,541 | $69.0M |
| BlackRock, Inc. | 0.00% | Reduce -7.1% | 362,652 | $52.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.7% | 180,474 | $26.2M |
| James Reed Financial Services, Inc. | 25.79% | Reduce -2.6% | 159,117 | $23.1M |
| Trinity Wealth Management, LLC | 7.47% | Add +0.5% | 112,453 | $16.4M |
| Principal Securities, Inc. | 0.31% | No change | 93,384 | $13.9M |
| Susquehanna International Group, LLP | 0.01% | Add +33.0% | 47,518 | $6.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 46,595 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.2% | 40,183 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +738.7% | 33,095 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -43.5% | 24,378 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +9.8% | 19,031 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 17,406 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 12,384 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +13.1% | 9,890 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 8,948 | $1.3M |
| G&S Capital LLC | 0.45% | Add +1.9% | 7,288 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.7% | 7,241 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 5,834 | $848K |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 5,078 | $738K |
| QTR Family Wealth, LLC | 0.53% | — | 4,832 | $703K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.1% | 4,141 | $602K |
| Citadel Advisors | 0.00% | New | 4,137 | $602K |
| Keystone Financial Group | 0.06% | Reduce -10.7% | 4,091 | $595K |
| BCGM Wealth Management, LLC | 0.18% | No change | 3,965 | $577K |
| Jones Financial Companies LLLP | 0.00% | Add +3308.7% | 3,920 | $567K |
| Client 1ST Advisory Group, LLC | 0.19% | No change | 3,338 | $485K |
| Wells Fargo & Company | 0.00% | Add +3.8% | 3,146 | $457K |
| Royal Bank of Canada | 0.00% | Add +99.5% | 3,007 | $437K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.9% | 2,756 | $401K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.4% | 2,747 | $400K |
| Mariner, LLC | 0.00% | New | 2,750 | $400K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -35.1% | 2,390 | $348K |
| NewEdge Advisors, LLC | 0.00% | Add +3.2% | 2,350 | $342K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 2,033 | $296K |
| Choreo, LLC | 0.00% | No change | 1,972 | $287K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.4% | 1,956 | $284K |
| TKG Advisors, LLC | 0.14% | Reduce -0.1% | 1,936 | $282K |
| TD Waterhouse Canada Inc. | 0.00% | Add +44.5% | 1,927 | $280K |
| BNP Paribas Financial Markets | 0.00% | New | 1,828 | $266K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -7.4% | 1,721 | $250K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 1,691 | $246K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.8% | 1,458 | $212K |
| Cwm, LLC | 0.00% | Add +0.1% | 1,455 | $212K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,445 | $210K |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 1,407 | $205K |
| UBS Group AG | 0.00% | Reduce -60.7% | 976 | $142K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -11.1% | 842 | $122K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.0% | 814 | $118K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 803 | $117K |
| FMR LLC | 0.00% | Reduce -50.4% | 725 | $105K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.1% | 710 | $103K |
| MAI Capital Management | 0.00% | Reduce -5.5% | 515 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.1% | 369 | $54K |
| CoreCap Advisors, LLC | 0.00% | Add +253.3% | 272 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $29K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 117 | $17K |
| US Bancorp \de | 0.00% | No change | 65 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 62 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 55 | $8K |
| AE Wealth Management LLC | 0.00% | Add +2.0% | 51 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 50 | $7K |
| Synergy Investment Management, LLC | 0.00% | New | 40 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -56.3% | 38 | $5K |
"% 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.