iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) Shares Bought by Icon Wealth Advisors LLC

Icon Wealth Advisors LLC increased its position in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 306.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,848 shares of the company’s stock after acquiring an additional 2,901 shares during the period. Icon Wealth Advisors LLC’s holdings in iShares MSCI USA Size Factor ETF were worth $573,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of SIZE. Envestnet Asset Management Inc. boosted its position in iShares MSCI USA Size Factor ETF by 6.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 182,038 shares of the company’s stock worth $25,036,000 after acquiring an additional 10,957 shares during the period. Trinity Wealth Management LLC increased its stake in iShares MSCI USA Size Factor ETF by 1.5% during the 3rd quarter. Trinity Wealth Management LLC now owns 109,522 shares of the company’s stock valued at $16,296,000 after buying an additional 1,607 shares during the period. Principal Securities Inc. increased its stake in iShares MSCI USA Size Factor ETF by 2.0% during the 3rd quarter. Principal Securities Inc. now owns 90,770 shares of the company’s stock valued at $13,506,000 after buying an additional 1,804 shares during the period. PNC Financial Services Group Inc. raised its position in shares of iShares MSCI USA Size Factor ETF by 6.4% during the 3rd quarter. PNC Financial Services Group Inc. now owns 45,540 shares of the company’s stock worth $6,776,000 after buying an additional 2,749 shares in the last quarter. Finally, Sunbelt Securities Inc. lifted its stake in shares of 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 worth $397,000 after acquiring an additional 1,227 shares during the period.

iShares MSCI USA Size Factor ETF Price Performance

NYSEARCA SIZE opened at $157.78 on Friday. iShares MSCI USA Size Factor ETF has a 12 month low of $121.36 and a 12 month high of $157.78. The firm has a market capitalization of $355.01 million, a PE ratio of 21.22 and a beta of 0.98. The company’s 50 day simple moving average is $150.42 and its 200 day simple moving average is $143.66.

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.