James Reed Financial Services Inc. Reduces Stock Position in iShares MSCI USA Size Factor ETF $SIZE

James Reed Financial Services Inc. lowered its stake in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 2.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 163,966 shares of the company’s stock after selling 4,766 shares during the quarter. iShares MSCI USA Size Factor ETF accounts for 22.6% of James Reed Financial Services Inc.’s investment portfolio, making the stock its largest holding. James Reed Financial Services Inc. owned 0.07% of iShares MSCI USA Size Factor ETF worth $26,146,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of SIZE. Flagship Harbor Advisors LLC purchased a new position in iShares MSCI USA Size Factor ETF during the 4th quarter worth $30,000. Signature Resources Capital Management LLC lifted its position in shares of iShares MSCI USA Size Factor ETF by 415.0% during the fourth quarter. Signature Resources Capital Management LLC now owns 206 shares of the company’s stock valued at $33,000 after purchasing an additional 166 shares in the last quarter. MAI Capital Management boosted its holdings in iShares MSCI USA Size Factor ETF by 13.6% during the third quarter. MAI Capital Management now owns 585 shares of the company’s stock worth $94,000 after purchasing an additional 70 shares during the last quarter. Raymond James Financial Inc. bought a new stake in iShares MSCI USA Size Factor ETF in the 2nd quarter worth about $151,000. Finally, Bank of Montreal Can bought a new stake in iShares MSCI USA Size Factor ETF in the 4th quarter worth about $160,000.

iShares MSCI USA Size Factor ETF Stock Performance

NYSEARCA:SIZE opened at $176.49 on Friday. iShares MSCI USA Size Factor ETF has a 52 week low of $152.54 and a 52 week high of $178.34. The firm has a 50-day moving average price of $172.83 and a two-hundred day moving average price of $167.38. The firm has a market cap of $423.58 million, a price-to-earnings ratio of 21.17 and a beta of 0.96.

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.