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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

67 hedge funds and large institutions have $271M invested in iShares MSCI USA Size Factor ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Strategic Financial Services
New York
$16M
2
Ameriprise
2
Ameriprise
Minnesota
$9.01M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.72M
4
Bank of America
4
Bank of America
North Carolina
$76.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.46M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
PS
2
Principal Securities
Iowa
$110K
3
Jane Street
3
Jane Street
New York
$0
4
Lido Advisors
4
Lido Advisors
California
$2.29M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.7M 496,477 +21,936 +5%
BlackRock
2
BlackRock
New York
$57.7M 373,667 +11,015 +3%
JRFS
3
James Reed Financial Services
Ohio
$25.9M 167,623 +8,506 +5%
TWM
4
Trinity Wealth Management
Pennsylvania
$17.8M 115,036 +2,583 +2%
SFS
5
Strategic Financial Services
New York
$16M 103,600 +103,600 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.1M 84,795 -95,679 -53%
Goldman Sachs
7
Goldman Sachs
New York
$9.72M 62,880 +22,697 +56%
Ameriprise
8
Ameriprise
Minnesota
$9.01M 58,311 +56,904 +4,044%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$7.45M 48,190 +1,595 +3%
Morgan Stanley
10
Morgan Stanley
New York
$6.46M 41,803 +17,425 +71%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.52M 35,794 +2,699 +8%
LPL Financial
12
LPL Financial
California
$2.76M 17,891 +485 +3%
Lido Advisors
13
Lido Advisors
California
$2.29M 14,816 -4,215 -22%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.81M 11,685 -699 -6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$1.65M 10,725 +6,805 +174%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.37M 8,876 -72 -0.8%
GSC
17
G&S Capital
Colorado
$1.12M 7,265 -23 -0.3%
PA
18
Parallel Advisors
California
$971K 6,281 -960 -13%
SWP
19
Sagespring Wealth Partners
Tennessee
$901K 5,827 -7 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$809K 5,237 +2,490 +91%
Cerity Partners
21
Cerity Partners
New York
$754K 4,876 -202 -4%
Wells Fargo
22
Wells Fargo
California
$751K 4,861 +1,715 +55%
QFW
23
QTR Family Wealth
Florida
$740K 4,786 -46 -1%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$708K 4,581 +490 +12%
SB
25
Strategic Blueprint
Georgia
$626K 4,052 -89 -2%
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