Evolve Private Wealth LLC Purchases Shares of 149,061 iShares U.S. Small Cap Equity Factor ETF $SMLF

Evolve Private Wealth LLC purchased a new stake in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 149,061 shares of the company’s stock, valued at approximately $11,162,000. iShares U.S. Small Cap Equity Factor ETF accounts for approximately 0.7% of Evolve Private Wealth LLC’s holdings, making the stock its 22nd largest holding. Evolve Private Wealth LLC owned about 0.35% of iShares U.S. Small Cap Equity Factor ETF at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Cassilly Financial Group LLC purchased a new stake in iShares U.S. Small Cap Equity Factor ETF during the 4th quarter valued at $853,000. Acropolis Investment Management LLC boosted its position in iShares U.S. Small Cap Equity Factor ETF by 5.8% during the 4th quarter. Acropolis Investment Management LLC now owns 968,630 shares of the company’s stock valued at $72,531,000 after buying an additional 53,379 shares during the period. Park Avenue Securities LLC boosted its position in iShares U.S. Small Cap Equity Factor ETF by 137.5% during the 4th quarter. Park Avenue Securities LLC now owns 49,474 shares of the company’s stock valued at $3,705,000 after buying an additional 28,643 shares during the period. WCG Wealth Advisors LLC boosted its position in iShares U.S. Small Cap Equity Factor ETF by 11.6% during the 3rd quarter. WCG Wealth Advisors LLC now owns 138,267 shares of the company’s stock valued at $10,280,000 after buying an additional 14,376 shares during the period. Finally, Diversify Advisory Services LLC boosted its position in iShares U.S. Small Cap Equity Factor ETF by 155.9% during the 4th quarter. Diversify Advisory Services LLC now owns 15,490 shares of the company’s stock valued at $1,231,000 after buying an additional 9,436 shares during the period.

iShares U.S. Small Cap Equity Factor ETF Stock Down 1.0%

Shares of SMLF opened at $85.78 on Thursday. The stock has a market capitalization of $3.78 billion, a P/E ratio of 17.17 and a beta of 1.08. The firm has a fifty day simple moving average of $83.19 and a two-hundred day simple moving average of $79.26. iShares U.S. Small Cap Equity Factor ETF has a twelve month low of $65.14 and a twelve month high of $88.14.

iShares U.S. Small Cap Equity Factor ETF Profile

The iShares MSCI USA Small-Cap Multifactor ETF (SMLF) is an exchange-traded fund that is based on the STOXX U.S. SmallCap Equity Factor index. The fund tracks an index of small-cap US equities. Stocks are selected and weighted to increase exposure to four factors (quality, value, momentum, and low volatility). SMLF was launched on Apr 28, 2015 and is managed by BlackRock.