Who owns iShares MSCI USA Size Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SIZE from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 72 institutions disclosed 1.9M shares of iShares MSCI USA Size Factor ETF worth $341.8M — about 81.4% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
72
13F holders
$341.8M
value, 2026 filers
81.4%
of shares outstanding (1.9M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SIZE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 512,970 | $91.5M | 0.0% | 21.7% | +0.4% |
| 2 | BlackRock, Inc. | 323,556 | $57.7M | 0.0% | 13.7% | -8.2% |
| 3 | James Reed Financial Services, Inc. | 163,881 | $29.2M | 22.3% | 6.9% | -0.1% |
| 4 | Lido Advisors, LLC | 109,018 | $19.4M | 0.1% | 4.6% | +5.1% |
| 5 | Trinity Wealth Management, LLC | 99,753 | $17.8M | 5.6% | 4.2% | -10.0% |
| 6 | Strategic Financial Services, Inc. | 98,837 | $17.6M | — | 4.2% | -2.8% |
| 7 | WELLS FARGO & COMPANY/MN | 75,509 | $13.5M | 0.0% | 3.2% | +16.4% |
| 8 | Rockefeller Capital Management L.P. | 73,053 | $13.0M | 0.0% | 3.1% | -0.5% |
| 9 | AMERIPRISE FINANCIAL INC | 72,798 | $13.0M | 0.0% | 3.1% | +8.7% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 60,343 | $10.8M | 0.0% | 2.5% | -2.2% |
| 11 | GOLDMAN SACHS GROUP INC | 52,562 | $9.4M | 0.0% | 2.2% | -11.4% |
| 12 | MORGAN STANLEY | 40,151 | $7.2M | 0.0% | 1.7% | +35.5% |
| 13 | LPL Financial LLC | 32,943 | $5.9M | 0.0% | 1.4% | -9.9% |
| 14 | PNC Financial Services Group, Inc. | 32,810 | $5.8M | 0.0% | 1.4% | -12.1% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 31,076 | $5.5M | 0.0% | 1.3% | -10.6% |
| 16 | OSAIC HOLDINGS, INC. | 16,122 | $2.9M | 0.0% | 0.7% | -65.4% |
| 17 | Summit Trail Advisors, LLC | 10,570 | $1.9M | 0.0% | 0.4% | 0.0% |
| 18 | JPMORGAN CHASE & CONEW | 9,333 | $1.7M | 0.0% | 0.4% | new |
| 19 | G&S Capital LLC | 6,917 | $1.2M | 0.4% | 0.3% | +5.4% |
| 20 | Parallel Advisors, LLC | 5,868 | $1.0M | 0.0% | 0.2% | 0.0% |
| 21 | SAGESPRING WEALTH PARTNERS, LLC | 5,827 | $1.0M | 0.0% | 0.2% | 0.0% |
| 22 | RAYMOND JAMES FINANCIAL INC | 5,417 | $965,773 | 0.0% | 0.2% | -0.5% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 5,248 | $935,550 | 0.0% | 0.2% | +25.9% |
| 24 | UBS Group AG | 5,238 | $933,830 | 0.0% | 0.2% | -10.2% |
| 25 | PARK AVENUE SECURITIES LLCNEW | 4,802 | $856 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.