Rockefeller Capital Management L.P. Has $12.02 Million Stake in iShares MSCI USA Size Factor ETF $SIZE

Rockefeller Capital Management L.P. raised its position in iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE) by 1,475.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 74,368 shares of the company’s stock after buying an additional 69,647 shares during the quarter. Rockefeller Capital Management L.P. owned about 3.10% of iShares MSCI USA Size Factor ETF worth $12,016,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. MAI Capital Management boosted its position in shares of iShares MSCI USA Size Factor ETF by 13.6% during the 3rd quarter. MAI Capital Management now owns 585 shares of the company’s stock worth $94,000 after acquiring an additional 70 shares in the last quarter. NewEdge Advisors LLC increased its stake in iShares MSCI USA Size Factor ETF by 3.2% in the first quarter. NewEdge Advisors LLC now owns 2,350 shares of the company’s stock valued at $342,000 after acquiring an additional 73 shares during the last quarter. Signature Resources Capital Management LLC raised its position in 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. Flagship Harbor Advisors LLC acquired a new position in iShares MSCI USA Size Factor ETF during the fourth quarter valued at approximately $30,000. Finally, Trinity Wealth Management LLC raised its position in iShares MSCI USA Size Factor ETF by 0.5% during the fourth quarter. Trinity Wealth Management LLC now owns 112,294 shares of the company’s stock valued at $18,143,000 after purchasing an additional 587 shares in the last quarter.

iShares MSCI USA Size Factor ETF Price Performance

NYSEARCA SIZE opened at $175.62 on Thursday. The business has a fifty day moving average price of $172.64 and a two-hundred day moving average price of $167.28. The stock has a market capitalization of $421.49 million, a PE ratio of 21.17 and a beta of 0.96. iShares MSCI USA Size Factor ETF has a fifty-two week low of $151.79 and a fifty-two week high of $178.34.

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.