iShares MSCI USA Size FactorSIZEETF
13F holders, Q2 2025 (June 30)67holders +2
10new positions
8sold out
$154.53avg. 13F price*
At the end of Q2 2025, 67 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, up 2 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($76.7M), BlackRock, Inc. ($57.7M) and James Reed Financial Services, Inc. ($25.9M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $17.1M |
| Exits | 8 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 274,838 shares bought and 221,875 shares sold, net +52,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Bank of America Corp. | 0.01% | Add +4.6% | 496,477 | $76.7M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 373,667 | $57.7M |
| James Reed Financial Services, Inc. | 23.51% | Add +5.3% | 167,623 | $25.9M |
| Trinity Wealth Management, LLC | 7.06% | Add +2.3% | 115,036 | $17.8M |
| Strategic Financial Services, Inc. | 0.86% | New | 103,600 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.0% | 84,795 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.5% | 62,880 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4044.3% | 58,311 | $9.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 48,190 | $7.4M |
| Morgan Stanley | 0.00% | Add +71.5% | 41,803 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -15.4% | 40,220 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +17.3% | 38,825 | $6.0M |
| LPL Financial LLC | 0.00% | Add +2.8% | 17,891 | $2.8M |
| Lido Advisors, LLC | 0.01% | Reduce -22.1% | 14,816 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.6% | 11,685 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +173.6% | 10,725 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 8,876 | $1.4M |
| G&S Capital LLC | 0.44% | Reduce -0.3% | 7,265 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -13.3% | 6,281 | $971K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -0.1% | 5,827 | $901K |
| Commonwealth Equity Services, LLC | 0.00% | Add +90.6% | 5,237 | $809K |
| Cerity Partners LLC | 0.00% | Reduce -4.0% | 4,876 | $754K |
| Wells Fargo & Company | 0.00% | Add +54.5% | 4,861 | $751K |
| QTR Family Wealth, LLC | 0.46% | Reduce -0.9% | 4,786 | $740K |
| Keystone Financial Group | 0.06% | Add +12.0% | 4,581 | $708K |
| Strategic Blueprint, LLC | 0.03% | Reduce -2.1% | 4,052 | $626K |
| BCGM Wealth Management, LLC | 0.17% | Reduce -0.0% | 3,964 | $613K |
| BNP Paribas Financial Markets | 0.00% | Add +106.0% | 3,766 | $582K |
| Client 1ST Advisory Group, LLC | 0.19% | Reduce -0.1% | 3,335 | $515K |
| Park Avenue Securities LLC | 0.00% | New | 3,177 | $491K |
| Royal Bank of Canada | 0.00% | No change | 3,007 | $465K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.9% | 2,781 | $413K |
| PGIM Custom Harvest LLC | 0.01% | No change | 2,390 | $369K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 2,358 | $364K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.4% | 1,963 | $303K |
| Choreo, LLC | 0.00% | Reduce -0.7% | 1,959 | $303K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,927 | $300K |
| TKG Advisors, LLC | 0.13% | Add +0.1% | 1,939 | $300K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.6% | 1,938 | $299K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.6% | 1,899 | $293K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +115.1% | 1,727 | $267K |
| Atlas Private Wealth Advisors | 0.03% | Add +5.5% | 1,538 | $238K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.6% | 1,512 | $234K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,458 | $225K |
| First Trust Advisors LP | 0.00% | New | 1,442 | $223K |
| OneAscent Family Office, LLC | 0.20% | New | 1,397 | $216K |
| UBS Group AG | 0.00% | Add +42.9% | 1,395 | $216K |
| Raymond James Financial Inc. | 0.00% | New | 975 | $151K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 842 | $130K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 814 | $126K |
| Principal Securities, Inc. | 0.00% | Reduce -99.2% | 710 | $110K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 698 | $108K |
| MAI Capital Management | 0.00% | No change | 515 | $80K |
| FMR LLC | 0.00% | Reduce -72.4% | 200 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -63.7% | 134 | $21K |
| Briaud Financial Planning Inc | 0.01% | New | 92 | $14K |
| CoreCap Advisors, LLC | 0.00% | Reduce -71.3% | 78 | $12K |
| US Bancorp \de | 0.00% | No change | 65 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 55 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 51 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 48 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 40 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 14 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -71.0% | 11 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 4 | $618 |
"% 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.