iShares Msci USA Size Factor ETF (SIZE): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SIZE (all 13F filers)
- Bank of America513 KBank or trading desk+2,197
- BlackRock324 KIndex manager−29 K
- James Reed Financial Services164 KType not verified−85
- Lido Advisors109 KWealth adviser+5,328
- Trinity Wealth Management100 KWealth adviser−11 K
- Strategic Financial Services99 KType not verified−2,887
- Wells Fargo76 KBank or trading desk+11 K
- Rockefeller Capital Management73 KWealth adviser−390
- Ameriprise Financial73 KWealth adviser+5,815
- Envestnet Asset Management60 KWealth adviser−1,372
- Shares
- 513 K
- Change
- +2,197
See more
- Type
- Bank or trading desk
- Value
- $91.5M
- Shares
- 324 K
- Change
- −29 K
See more
- Type
- Index manager
- Value
- $57.7M
- James Reed Financial Services
- Shares
- 164 K
- Change
- −85
See more
- Type
- Type not verified
- Value
- $29.2M
- Shares
- 109 K
- Change
- +5,328
See more
- Type
- Wealth adviser
- Value
- $19.4M
- Trinity Wealth Management
- Shares
- 100 K
- Change
- −11 K
See more
- Type
- Wealth adviser
- Value
- $17.8M
- Shares
- 99 K
- Change
- −2,887
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- Type
- Type not verified
- Value
- $17.6M
- Shares
- 76 K
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $13.5M
- Shares
- 73 K
- Change
- −390
See more
- Type
- Wealth adviser
- Value
- $13.0M
- Shares
- 73 K
- Change
- +5,815
See more
- Type
- Wealth adviser
- Value
- $13.0M
- Shares
- 60 K
- Change
- −1,372
See more
- Type
- Wealth adviser
- Value
- $10.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- BlackRock Portfolio Management13.5%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 17, 2026
- BlackRock Portfolio Management15.5%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 21, 2026
- BlackRock Portfolio Management17.4%(previously filed by BlackRock)13Gfiling ↗Event: Jan 31, 2025 · filed: Feb 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗