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iShares MSCI USA Size Factor ETF
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Overview Fund Activity

67 hedge funds and large institutions have $277M 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, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.1M
2
PS
Principal Securities
Iowa
$110K
3
Jane Street
Jane Street
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.22M
5
Lido Advisors
Lido Advisors
California
$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$76.7M +$3.39M +21,936 +5%
BlackRock
2
BlackRock
New York
$57.7M +$1.7M +11,015 +3%
JRFS
3
James Reed Financial Services
Ohio
$25.9M +$1.31M +8,506 +5%
TWM
4
Trinity Wealth Management
Pennsylvania
$17.8M +$399K +2,583 +2%
SFS
5
Strategic Financial Services
New York
$16M +$16M +103,600 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.1M -$14.8M -95,679 -53%
Goldman Sachs
7
Goldman Sachs
New York
$9.72M +$3.51M +22,697 +56%
Ameriprise
8
Ameriprise
Minnesota
$9.01M +$8.79M +56,904 +4,044%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$7.45M +$246K +1,595 +3%
Morgan Stanley
10
Morgan Stanley
New York
$6.46M +$2.69M +17,425 +71%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.22M -$1.13M -7,298 -15%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.52M +$416K +2,699 +8%
LPL Financial
13
LPL Financial
California
$2.76M +$75K +485 +3%
Lido Advisors
14
Lido Advisors
California
$2.29M -$651K -4,215 -22%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.81M -$108K -699 -6%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$1.65M +$1.05M +6,805 +174%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.37M -$11.1K -72 -0.8%
GSC
18
G&S Capital
Colorado
$1.12M -$3.55K -23 -0.3%
PA
19
Parallel Advisors
California
$971K -$148K -960 -13%
SWP
20
Sagespring Wealth Partners
Tennessee
$901K -$1.08K -7 -0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$809K +$385K +2,490 +91%
Cerity Partners
22
Cerity Partners
New York
$754K -$31.2K -202 -4%
Wells Fargo
23
Wells Fargo
California
$751K +$265K +1,715 +55%
QFW
24
QTR Family Wealth
Florida
$740K -$7.11K -46 -1%
KFGK
25
Keystone Financial Group (Kentucky)
Kentucky
$708K +$75.8K +490 +12%
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