iShares MSCI USA Size FactorSIZEETF
13F holders, Q3 2025 (September 30)67holders
5new positions
6sold out
$160.77avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, unchanged from Q2 2025. 5 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($80.7M), BlackRock, Inc. ($61.6M) and James Reed Financial Services, Inc. ($26.2M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 6 | $889K |
All 13F filers, Q2 2025 → Q3 2025: 163,504 shares bought and 89,024 shares sold, net +74,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Bank of America Corp. | 0.01% | Add +1.2% | 502,217 | $80.7M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 382,917 | $61.6M |
| James Reed Financial Services, Inc. | 23.48% | Reduce -2.8% | 162,878 | $26.2M |
| Trinity Wealth Management, LLC | 6.73% | Reduce -2.9% | 111,707 | $18.0M |
| Lido Advisors, LLC | 0.07% | Add +641.9% | 109,912 | $17.7M |
| Strategic Financial Services, Inc. | 0.83% | Reduce -1.2% | 102,372 | $16.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.6% | 72,417 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 57,436 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.4% | 51,310 | $8.2M |
| LPL Financial LLC | 0.00% | Add +174.1% | 49,030 | $7.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.3% | 43,224 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +11.1% | 43,147 | $6.9M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 35,020 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +61.9% | 17,360 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 12,934 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 8,879 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.4% | 8,833 | $1.4M |
| G&S Capital LLC | 0.43% | Reduce -1.1% | 7,183 | $1.2M |
| Parallel Advisors, LLC | 0.02% | No change | 6,281 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +25.8% | 6,133 | $986K |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 5,827 | $937K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,721 | $759K |
| QTR Family Wealth, LLC | 0.35% | Reduce -4.6% | 4,567 | $734K |
| Keystone Financial Group | 0.05% | Reduce -10.7% | 4,091 | $658K |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 4,078 | $656K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.1% | 4,047 | $651K |
| BCGM Wealth Management, LLC | 0.17% | No change | 3,964 | $637K |
| Client 1ST Advisory Group, LLC | 0.18% | No change | 3,335 | $536K |
| Park Avenue Securities LLC | 0.00% | Add +2.9% | 3,270 | $526K |
| Royal Bank of Canada | 0.00% | No change | 3,007 | $483K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,866 | $461K |
| Cypress Wealth Services, LLC | 0.07% | Add +33.2% | 2,615 | $420K |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.2% | 2,440 | $392K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -2.8% | 2,323 | $373K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.0% | 2,252 | $362K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.0% | 2,194 | $353K |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.6% | 2,170 | $350K |
| Raymond James Financial Inc. | 0.00% | Add +112.5% | 2,072 | $333K |
| TKG Advisors, LLC | 0.13% | Add +0.5% | 1,948 | $313K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,899 | $305K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.1% | 1,782 | $287K |
| Choreo, LLC | 0.00% | Reduce -10.2% | 1,759 | $283K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.6% | 1,521 | $244K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.9% | 1,469 | $236K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,461 | $235K |
| UBS Group AG | 0.00% | Add +3.1% | 1,439 | $231K |
| OneAscent Family Office, LLC | 0.18% | No change | 1,397 | $225K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 842 | $135K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 814 | $131K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 688 | $111K |
| MAI Capital Management | 0.00% | Add +13.6% | 585 | $94K |
| Principal Securities, Inc. | 0.00% | Reduce -56.6% | 308 | $50K |
| FMR LLC | 0.00% | Add +40.0% | 280 | $45K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $32K |
| Hantz Financial Services, Inc. | 0.00% | New | 141 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.8% | 133 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 78 | $13K |
| 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 | $9K |
| AE Wealth Management LLC | 0.00% | Add +3.9% | 53 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 40 | $6K |
| Allworth Financial LP | 0.00% | New | 16 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 16 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 4 | $643 |
"% 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.