Trinity Wealth Management LLC Has $17.78 Million Stake in iShares MSCI USA Size Factor ETF $SIZE

Trinity Wealth Management LLC cut its holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 10.0% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 99,753 shares of the company’s stock after selling 11,110 shares during the period. iShares MSCI USA Size Factor ETF makes up approximately 5.6% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Trinity Wealth Management LLC owned about 4.16% of iShares MSCI USA Size Factor ETF worth $17,784,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of SIZE. Lido Advisors LLC raised its stake in iShares MSCI USA Size Factor ETF by 641.8% in the 3rd 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 in the last quarter. Rockefeller Capital Management L.P. grew its position in shares of iShares MSCI USA Size Factor ETF by 1,475.3% during the 4th quarter. Rockefeller Capital Management L.P. now owns 74,368 shares of the company’s stock worth $12,016,000 after purchasing an additional 69,647 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of iShares MSCI USA Size Factor ETF by 4,044.3% during the second quarter. Ameriprise Financial Inc. now owns 58,311 shares of the company’s stock worth $9,011,000 after purchasing an additional 56,904 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares MSCI USA Size Factor ETF by 3,684.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 55,597 shares of the company’s stock worth $8,983,000 after purchasing an additional 54,128 shares during the period. Finally, Bank of America Corp DE raised its position in shares of iShares MSCI USA Size Factor ETF by 4.6% in the second quarter. Bank of America Corp DE now owns 496,477 shares of the company’s stock valued at $76,726,000 after buying an additional 21,936 shares in the last quarter.

iShares MSCI USA Size Factor ETF Trading Down 0.5%

Shares of SIZE stock opened at $182.88 on Thursday. The stock has a market cap of $438.91 million, a P/E ratio of 21.17 and a beta of 0.96. The stock has a 50 day simple moving average of $177.54 and a 200 day simple moving average of $170.41. iShares MSCI USA Size Factor ETF has a 1 year low of $154.04 and a 1 year high of $184.42.

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.