Envestnet Asset Management Inc. Decreases Stock Holdings in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

Envestnet Asset Management Inc. trimmed its position in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 1.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 180,474 shares of the company’s stock after selling 3,050 shares during the quarter. Envestnet Asset Management Inc. owned 8.20% of iShares MSCI USA Size Factor ETF worth $26,248,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in SIZE. TD Waterhouse Canada Inc. increased its position in iShares MSCI USA Size Factor ETF by 27.4% during the 4th quarter. TD Waterhouse Canada Inc. now owns 1,334 shares of the company’s stock valued at $197,000 after purchasing an additional 287 shares during the period. OneAscent Financial Services LLC purchased a new position in iShares MSCI USA Size Factor ETF during the 4th quarter valued at $207,000. OneDigital Investment Advisors LLC increased its position in iShares MSCI USA Size Factor ETF by 21.6% during the 4th quarter. OneDigital Investment Advisors LLC now owns 1,890 shares of the company’s stock valued at $281,000 after purchasing an additional 336 shares during the period. Wells Fargo & Company MN increased its position in iShares MSCI USA Size Factor ETF by 9.0% during the 4th quarter. Wells Fargo & Company MN now owns 3,030 shares of the company’s stock valued at $450,000 after purchasing an additional 251 shares during the period. Finally, Commonwealth Equity Services LLC increased its position in iShares MSCI USA Size Factor ETF by 40.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 3,102 shares of the company’s stock valued at $461,000 after purchasing an additional 888 shares during the period.

iShares MSCI USA Size Factor ETF Trading Up 0.4%

Shares of iShares MSCI USA Size Factor ETF stock opened at $156.52 on Tuesday. The company’s fifty day simple moving average is $151.43 and its two-hundred day simple moving average is $148.50. The company has a market cap of $352.17 million, a P/E ratio of 21.17 and a beta of 1.06. iShares MSCI USA Size Factor ETF has a 12-month low of $126.83 and a 12-month high of $159.48.

iShares MSCI USA Size Factor ETF Company 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.