BCGM Wealth Management LLC Trims Stock Holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

BCGM Wealth Management LLC reduced its stake in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 3.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,978 shares of the company’s stock after selling 150 shares during the period. BCGM Wealth Management LLC owned 0.18% of iShares MSCI USA Size Factor ETF worth $592,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. increased its stake in iShares MSCI USA Size Factor ETF by 6.4% in the 2nd quarter. Envestnet Asset Management Inc. now owns 182,038 shares of the company’s stock worth $25,036,000 after buying an additional 10,957 shares in the last quarter. Trinity Wealth Management LLC boosted its stake in shares of iShares MSCI USA Size Factor ETF by 1.5% in the third quarter. Trinity Wealth Management LLC now owns 109,522 shares of the company’s stock worth $16,296,000 after acquiring an additional 1,607 shares during the period. Principal Securities Inc. grew its position in shares of iShares MSCI USA Size Factor ETF by 2.0% during the third quarter. Principal Securities Inc. now owns 90,770 shares of the company’s stock worth $13,506,000 after purchasing an additional 1,804 shares in the last quarter. Finally, Sunbelt Securities Inc. raised its stake in iShares MSCI USA Size Factor ETF by 74.0% during 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 during the period.

iShares MSCI USA Size Factor ETF Price Performance

SIZE stock opened at $152.27 on Friday. iShares MSCI USA Size Factor ETF has a 1-year low of $119.50 and a 1-year high of $156.56. The business has a 50 day simple moving average of $149.36 and a two-hundred day simple moving average of $143.00. The company has a market capitalization of $342.61 million, a price-to-earnings ratio of 21.22 and a beta of 0.98.

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.