Cerity Partners LLC lowered its holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE – Free Report) by 3.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,374 shares of the company’s stock after selling 158 shares during the period. Cerity Partners LLC owned approximately 0.19% of iShares MSCI USA Size Factor ETF worth $651,000 at the end of the most recent reporting period.
Several other large investors have also recently added to or reduced their stakes in SIZE. Sunbelt Securities Inc. raised its position in iShares MSCI USA Size Factor ETF by 74.0% in the 2nd quarter. Sunbelt Securities Inc. now owns 2,885 shares of the company’s stock valued at $397,000 after purchasing an additional 1,227 shares in the last quarter. Icon Wealth Advisors LLC increased its stake in shares of iShares MSCI USA Size Factor ETF by 306.3% during the third quarter. Icon Wealth Advisors LLC now owns 3,848 shares of the company’s stock worth $573,000 after buying an additional 2,901 shares during the period. PNC Financial Services Group Inc. raised its holdings in iShares MSCI USA Size Factor ETF by 6.4% in the third quarter. PNC Financial Services Group Inc. now owns 45,540 shares of the company’s stock valued at $6,776,000 after acquiring an additional 2,749 shares in the last quarter. Principal Securities Inc. lifted its stake in iShares MSCI USA Size Factor ETF by 2.0% in the third quarter. Principal Securities Inc. now owns 90,770 shares of the company’s stock worth $13,506,000 after acquiring an additional 1,804 shares during the last quarter. Finally, Trinity Wealth Management LLC grew its holdings in iShares MSCI USA Size Factor ETF by 0.7% during the 2nd quarter. Trinity Wealth Management LLC now owns 107,915 shares of the company’s stock worth $14,842,000 after acquiring an additional 776 shares in the last quarter.
iShares MSCI USA Size Factor ETF Price Performance
iShares MSCI USA Size Factor ETF stock opened at $157.69 on Friday. The stock’s fifty day moving average is $152.48 and its two-hundred day moving average is $144.97. The stock has a market cap of $354.80 million, a PE ratio of 21.22 and a beta of 0.98. iShares MSCI USA Size Factor ETF has a 1-year low of $124.37 and a 1-year high of $159.48.
iShares MSCI USA Size Factor ETF Profile
The iShares MSCI USA Size Factor ETF (SIZE) is an exchange-traded fund that is based on the MSCI USA Low Size index. The fund tracks an index of large- and mid-cap US stocks. Holdings are weighted by the inverse natural logarithm of their market capitalization. SIZE was launched on Apr 16, 2013 and is managed by BlackRock.
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