BCGM Wealth Management LLC Sells 150 Shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE)

BCGM Wealth Management LLC trimmed its holdings in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,978 shares of the company’s stock after selling 150 shares during the period. BCGM Wealth Management LLC’s holdings in iShares MSCI USA Size Factor ETF were worth $592,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Sunbelt Securities Inc. lifted its position in shares of iShares MSCI USA Size Factor ETF by 74.0% in the 2nd quarter. Sunbelt Securities Inc. now owns 2,885 shares of the company’s stock worth $397,000 after purchasing an additional 1,227 shares during the period. Principal Securities Inc. increased its holdings in 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 valued at $13,506,000 after buying an additional 1,804 shares during the period. Trinity Wealth Management LLC raised its stake in iShares MSCI USA Size Factor ETF by 0.7% in the second quarter. Trinity Wealth Management LLC now owns 107,915 shares of the company’s stock worth $14,842,000 after buying an additional 776 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its holdings in iShares MSCI USA Size Factor ETF by 6.4% during the second 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 during the period.

iShares MSCI USA Size Factor ETF Trading Down 0.9 %

Shares of NYSEARCA SIZE opened at $152.27 on Friday. iShares MSCI USA Size Factor ETF has a 12-month low of $119.50 and a 12-month high of $156.56. The stock’s fifty day simple moving average is $149.36 and its two-hundred day simple moving average is $143.00. The stock has a market capitalization of $342.61 million, a PE 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.