James Reed Financial Services Inc. Has $26.15 Million Position in iShares MSCI USA Size Factor ETF $SIZE

James Reed Financial Services Inc. reduced its position in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 2.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 163,966 shares of the company’s stock after selling 4,766 shares during the quarter. iShares MSCI USA Size Factor ETF comprises about 22.6% of James Reed Financial Services Inc.’s portfolio, making the stock its biggest position. James Reed Financial Services Inc. owned approximately 6.83% of iShares MSCI USA Size Factor ETF worth $26,146,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Rockefeller Capital Management L.P. increased its holdings in shares of iShares MSCI USA Size Factor ETF by 1,475.3% during the fourth quarter. Rockefeller Capital Management L.P. now owns 74,368 shares of the company’s stock valued at $12,016,000 after acquiring an additional 69,647 shares in the last quarter. 46 Peaks LLC acquired a new stake in iShares MSCI USA Size Factor ETF in the 4th quarter valued at $246,000. Osaic Holdings Inc. increased its stake in iShares MSCI USA Size Factor ETF by 7.6% during the 4th quarter. Osaic Holdings Inc. now owns 46,420 shares of the company’s stock valued at $7,500,000 after purchasing an additional 3,273 shares in the last quarter. MML Investors Services LLC bought a new stake in iShares MSCI USA Size Factor ETF during the 4th quarter valued at $308,000. Finally, Wells Fargo & Company MN raised its holdings in iShares MSCI USA Size Factor ETF by 137.5% during the fourth quarter. Wells Fargo & Company MN now owns 9,686 shares of the company’s stock worth $1,565,000 after buying an additional 5,608 shares during the last quarter.

iShares MSCI USA Size Factor ETF Trading Up 0.5%

iShares MSCI USA Size Factor ETF stock opened at $176.49 on Friday. The firm has a market capitalization of $423.58 million, a price-to-earnings ratio of 21.17 and a beta of 0.96. The firm’s fifty day moving average price is $172.83 and its two-hundred day moving average price is $167.38. iShares MSCI USA Size Factor ETF has a 1-year low of $152.54 and a 1-year high of $178.34.

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.