iShares MSCI USA Size FactorSIZEETF
13F holders, Q4 2025 (December 31)72holders +5
9new positions
6sold out
$161.88avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, up 5 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($81.7M), BlackRock, Inc. ($60.1M) and James Reed Financial Services, 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.4M |
| Exits | 6 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 161,167 shares bought and 66,047 shares sold, net +95,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Bank of America Corp. | 0.01% | Add +0.7% | 505,787 | $81.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 371,684 | $60.1M |
| James Reed Financial Services, Inc. | 21.85% | Add +3.6% | 168,732 | $27.3M |
| Trinity Wealth Management, LLC | 6.68% | Add +0.5% | 112,294 | $18.1M |
| Lido Advisors, LLC | 0.07% | Add +0.0% | 109,914 | $17.7M |
| Strategic Financial Services, Inc. | 0.79% | Reduce -0.3% | 102,077 | $17.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1475.3% | 74,368 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 72,117 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.0% | 67,209 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 61,966 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Add +7.6% | 46,420 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 38,865 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -27.9% | 35,368 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -21.4% | 27,522 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +54.4% | 26,809 | $4.3M |
| Jane Street Group, LLC | 0.00% | New | 17,000 | $2.7M |
| GTS Securities LLC | 0.07% | New | 12,610 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +137.5% | 9,686 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 8,947 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -23.3% | 6,775 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.1% | 6,088 | $984K |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 5,827 | $941K |
| UBS Group AG | 0.00% | Add +281.4% | 5,488 | $887K |
| Cerity Partners LLC | 0.00% | Reduce -11.1% | 5,455 | $881K |
| Raymond James Financial Inc. | 0.00% | Add +143.9% | 5,054 | $817K |
| Park Avenue Securities LLC | 0.01% | Add +41.2% | 4,616 | $746K |
| Keystone Financial Group | 0.05% | Add +12.0% | 4,581 | $740K |
| QTR Family Wealth, LLC | 0.33% | Reduce -4.3% | 4,371 | $740K |
| BCGM Wealth Management, LLC | 0.16% | No change | 3,964 | $640K |
| Strategic Blueprint, LLC | 0.04% | Reduce -6.8% | 3,770 | $609K |
| Client 1ST Advisory Group, LLC | 0.17% | No change | 3,335 | $539K |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 2,917 | $471K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.5% | 2,627 | $424K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.5% | 2,386 | $386K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.2% | 2,248 | $363K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 2,207 | $357K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 2,207 | $357K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.9% | 2,150 | $347K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.6% | 2,077 | $336K |
| MML Investors Services, LLC | 0.00% | New | 1,905 | $308K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,899 | $307K |
| Choreo, LLC | 0.00% | No change | 1,759 | $288K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.2% | 1,569 | $253K |
| 46 Peaks LLC | 0.18% | — | 1,520 | $246K |
| Cwm, LLC | 0.00% | No change | 1,461 | $236K |
| OneAscent Family Office, LLC | 0.15% | No change | 1,397 | $226K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.7% | 1,370 | $221K |
| Glenmede Trust Co. NA | 0.00% | — | 1,302 | $210K |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.3% | 1,188 | $192K |
| Bank of Montreal | 0.00% | New | 1,065 | $160K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 814 | $132K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 690 | $112K |
| MAI Capital Management | 0.00% | No change | 585 | $95K |
| FMR LLC | 0.00% | Reduce -0.7% | 278 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 252 | $41K |
| Signature Resources Capital Management, LLC | 0.02% | Add +415.0% | 206 | $33K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $32K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 184 | $30K |
| Hantz Financial Services, Inc. | 0.00% | No change | 141 | $23K |
| Farther Finance Advisors, LLC | 0.00% | No change | 133 | $21K |
| Citigroup Inc. | 0.00% | New | 97 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 96 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.6% | 76 | $12K |
| Arax Advisory Partners | 0.00% | New | 68 | $11K |
| US Bancorp \de | 0.00% | No change | 65 | $11K |
| 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% | Reduce -3.8% | 51 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 48 | $8K |
| Allworth Financial LP | 0.00% | No change | 16 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 4 | $646 |
"% 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.