iShares MSCI USA Size FactorSIZEETF
13F holders, Q1 2026 (March 31)72holders
9new positions
8sold out
$159.40avg. 13F price*
At the end of Q1 2026, 72 institutions reported holding iShares MSCI USA Size Factor (SIZE) in their 13F filings, unchanged from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($81.4M), BlackRock, Inc. ($56.2M) and James Reed Financial Services, Inc. ($26.1M).
- Company
- iShares MSCI USA Size Factor
- CUSIP
- 46432F370
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.6M |
| Exits | 8 | $5.6M |
All 13F filers, Q4 2025 → Q1 2026: 111,615 shares bought and 95,164 shares sold, net +16,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Bank of America Corp. | 0.01% | Add +1.0% | 510,773 | $81.4M |
| BlackRock, Inc. | 0.00% | Reduce -5.2% | 352,448 | $56.2M |
| James Reed Financial Services, Inc. | 22.63% | Reduce -2.8% | 163,966 | $26.1M |
| Trinity Wealth Management, LLC | 6.49% | Reduce -1.3% | 110,863 | $17.7M |
| Lido Advisors, LLC | 0.07% | Reduce -5.7% | 103,690 | $16.5M |
| Strategic Financial Services, Inc. | 0.77% | Reduce -0.3% | 101,724 | $16.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.2% | 73,443 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 66,983 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +570.0% | 64,898 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.4% | 61,715 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.7% | 59,325 | $9.5M |
| Osaic Holdings, Inc. | 0.01% | Add +0.3% | 46,561 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 37,333 | $6.0M |
| LPL Financial LLC | 0.00% | Add +3.4% | 36,567 | $5.8M |
| Jones Financial Companies LLLP | 0.00% | Add +29.6% | 34,750 | $5.4M |
| Morgan Stanley | 0.00% | Add +7.7% | 29,641 | $4.7M |
| Summit Trail Advisors, LLC | 0.02% | New | 10,570 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 9,159 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +268.5% | 8,793 | $1.4M |
| G&S Capital LLC | 0.37% | New | 6,560 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.6% | 5,868 | $936K |
| UBS Group AG | 0.00% | Add +6.2% | 5,830 | $930K |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 5,827 | $929K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 5,753 | $917K |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 5,445 | $868K |
| QTR Family Wealth, LLC | 0.30% | Reduce -1.1% | 4,323 | $722K |
| NewEdge Advisors, LLC | 0.00% | Add +101.2% | 4,441 | $708K |
| Keystone Financial Group | 0.05% | Reduce -4.6% | 4,369 | $704K |
| Commonwealth Equity Services, LLC | 0.00% | Add +88.8% | 4,168 | $665K |
| BCGM Wealth Management, LLC | 0.16% | No change | 3,964 | $632K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.5% | 3,637 | $580K |
| Client 1ST Advisory Group, LLC | 0.15% | Reduce -6.3% | 3,124 | $498K |
| Royal Bank of Canada | 0.00% | No change | 2,917 | $465K |
| Cypress Wealth Services, LLC | 0.06% | Add +0.4% | 2,637 | $420K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.1% | 2,619 | $418K |
| PGIM Custom Harvest LLC | 0.01% | No change | 2,248 | $358K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.8% | 1,940 | $310K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 1,824 | $291K |
| Cerity Partners LLC | 0.00% | Reduce -66.6% | 1,822 | $291K |
| Choreo, LLC | 0.00% | No change | 1,759 | $280K |
| MML Investors Services, LLC | 0.00% | Reduce -10.3% | 1,708 | $272K |
| TKG Advisors, LLC | 0.11% | New | 1,703 | $272K |
| Equitable Holdings, Inc. | 0.00% | New | 1,545 | $250K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.4% | 1,547 | $247K |
| 46 Peaks LLC | 0.18% | No change | 1,520 | $242K |
| Cwm, LLC | 0.00% | No change | 1,461 | $233K |
| OneAscent Family Office, LLC | 0.16% | No change | 1,397 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 1,344 | $214K |
| Cetera Investment Advisers | 0.00% | New | 1,308 | $209K |
| Bank of Montreal | 0.00% | No change | 1,065 | $170K |
| Glenmede Trust Co. NA | 0.00% | Reduce -23.2% | 1,000 | $159K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 814 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 804 | $128K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.3% | 633 | $101K |
| MAI Capital Management | 0.00% | No change | 585 | $93K |
| Tucker Asset Management LLC | 0.01% | New | 273 | $44K |
| FMR LLC | 0.00% | Reduce -4.7% | 265 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 252 | $40K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +79.2% | 172 | $27K |
| Hantz Financial Services, Inc. | 0.00% | No change | 141 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.8% | 128 | $20K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.3% | 115 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.6% | 74 | $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% | Add +1.8% | 56 | $9K |
| AE Wealth Management LLC | 0.00% | No change | 51 | $8K |
| Rossby Financial, LCC | 0.00% | New | 43 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -83.0% | 35 | $6K |
| Truvestments Capital LLC | 0.00% | New | 18 | $3K |
| Allworth Financial LP | 0.00% | No change | 16 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 14 | $2K |
"% 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.