iShares MSCI USA Size Factor ETF $SIZE is James Reed Financial Services Inc.’s 2nd Largest Position

James Reed Financial Services Inc. grew its position in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 3.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 168,732 shares of the company’s stock after buying an additional 5,854 shares during the quarter. iShares MSCI USA Size Factor ETF accounts for approximately 21.8% of James Reed Financial Services Inc.’s investment portfolio, making the stock its 2nd biggest holding. James Reed Financial Services Inc. owned 0.07% of iShares MSCI USA Size Factor ETF worth $27,262,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Park Avenue Securities LLC increased its position in shares of iShares MSCI USA Size Factor ETF by 41.2% during the fourth quarter. Park Avenue Securities LLC now owns 4,616 shares of the company’s stock valued at $746,000 after acquiring an additional 1,346 shares during the last quarter. Lido Advisors LLC boosted its position in iShares MSCI USA Size Factor ETF by 641.8% in the third quarter. Lido Advisors LLC now owns 109,912 shares of the company’s stock worth $17,672,000 after purchasing an additional 95,096 shares during the last quarter. Bank of America Corp DE boosted its position in iShares MSCI USA Size Factor ETF by 1.2% in the third quarter. Bank of America Corp DE now owns 502,217 shares of the company’s stock worth $80,747,000 after purchasing an additional 5,740 shares during the last quarter. Raymond James Financial Inc. grew its stake in iShares MSCI USA Size Factor ETF by 112.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,072 shares of the company’s stock valued at $333,000 after purchasing an additional 1,097 shares during the period. Finally, MAI Capital Management grew its stake in iShares MSCI USA Size Factor ETF by 13.6% in the 3rd quarter. MAI Capital Management now owns 585 shares of the company’s stock valued at $94,000 after purchasing an additional 70 shares during the period.

iShares MSCI USA Size Factor ETF Price Performance

Shares of iShares MSCI USA Size Factor ETF stock opened at $156.03 on Monday. The firm has a market cap of $374.47 million, a PE ratio of 21.17 and a beta of 1.02. iShares MSCI USA Size Factor ETF has a 1 year low of $126.82 and a 1 year high of $169.85. The stock has a fifty day moving average price of $165.14 and a 200-day moving average price of $162.78.

iShares MSCI USA Size Factor ETF Company 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.