Who Owns ISHARES MSCI USA SIZE FACTOR ETF (SIZE)? -- Institutional Holders (2026-03-31)
79 institutions reported holding $315.6M of ISHARES MSCI USA SIZE FACTOR ETF (SIZE) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($81.4M), BlackRock, Inc. ($56.2M), James Reed Financial Services, Inc. ($26.1M), Trinity Wealth Management, LLC ($17.7M), Lido Advisors, LLC ($16.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $81.4M | 510,773 | Added |
| 2 | BlackRock, Inc. | $56.2M | 352,448 | Trimmed |
| 3 | James Reed Financial Services, Inc. | $26.1M | 163,966 | Trimmed |
| 4 | Trinity Wealth Management, LLC | $17.7M | 110,863 | Trimmed |
| 5 | Lido Advisors, LLC | $16.5M | 103,690 | Trimmed |
| 6 | Strategic Financial Services, Inc. | $16.2M | 101,724 | Trimmed |
| 7 | Rockefeller Capital Management L.P. | $11.7M | 73,443 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $10.7M | 66,983 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $10.3M | 64,898 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 61,715 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $9.5M | 59,325 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $7.4M | 46,561 | Added |
| 13 | PNC Financial Services Group, Inc. | $6.0M | 37,333 | Trimmed |
| 14 | LPL Financial LLC | $5.8M | 36,567 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $5.4M | 34,750 | Added |
| 16 | MORGAN STANLEY | $4.7M | 29,641 | Added |
| 17 | Summit Trail Advisors, LLC | $1.7M | 10,570 | New |
| 18 | JPMORGAN CHASE & CO | $1.4M | 9,159 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 8,793 | Added |
| 20 | G&S Capital LLC | $1.0M | 6,560 | New |
| 21 | Parallel Advisors, LLC | $935,804 | 5,868 | Trimmed |
| 22 | UBS Group AG | $929,652 | 5,830 | Added |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $929,173 | 5,827 | Hold |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $917,341 | 5,753 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $868,200 | 5,445 | Added |
Source: SEC Form 13F filings · as of 2026-03-31