Trinity Wealth Management LLC grew its holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE – Free Report) by 2.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 111,921 shares of the company’s stock after acquiring an additional 2,399 shares during the quarter. iShares MSCI USA Size Factor ETF comprises 7.5% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Trinity Wealth Management LLC’s holdings in iShares MSCI USA Size Factor ETF were worth $16,620,000 at the end of the most recent quarter.
Several other hedge funds have also made changes to their positions in the business. Flow Traders U.S. LLC acquired a new position in iShares MSCI USA Size Factor ETF in the 3rd quarter valued at $214,000. Atlas Private Wealth Advisors acquired a new position in shares of iShares MSCI USA Size Factor ETF during the fourth quarter worth about $215,000. Park Avenue Securities LLC purchased a new position in iShares MSCI USA Size Factor ETF during the fourth quarter worth about $295,000. Client 1ST Advisory Group LLC acquired a new stake in iShares MSCI USA Size Factor ETF in the fourth quarter valued at about $496,000. Finally, Icon Wealth Advisors LLC boosted its holdings in iShares MSCI USA Size Factor ETF by 306.3% in the 3rd quarter. Icon Wealth Advisors LLC now owns 3,848 shares of the company’s stock valued at $573,000 after purchasing an additional 2,901 shares in the last quarter.
iShares MSCI USA Size Factor ETF Trading Down 0.9 %
Shares of SIZE stock opened at $154.22 on Friday. The stock has a 50 day simple moving average of $153.10 and a 200-day simple moving average of $148.73. The company has a market cap of $347.00 million, a price-to-earnings ratio of 21.22 and a beta of 0.98. iShares MSCI USA Size Factor ETF has a 12-month low of $130.54 and a 12-month high of $159.48.
About iShares MSCI USA Size Factor ETF
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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Want to see what other hedge funds are holding SIZE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE – Free Report).
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