Valmark Advisers Inc. raised its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 10.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,334,635 shares of the company’s stock after purchasing an additional 123,234 shares during the period. iShares U.S. Small Cap Equity Factor ETF accounts for about 1.2% of Valmark Advisers Inc.’s holdings, making the stock its 19th biggest position. Valmark Advisers Inc.’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $100,752,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently modified their holdings of SMLF. Pittenger & Anderson Inc. bought a new position in iShares U.S. Small Cap Equity Factor ETF in the 1st quarter worth approximately $25,000. Abound Wealth Management purchased a new stake in shares of iShares U.S. Small Cap Equity Factor ETF during the fourth quarter worth $27,000. IFP Advisors Inc boosted its holdings in shares of iShares U.S. Small Cap Equity Factor ETF by 509.9% in the fourth quarter. IFP Advisors Inc now owns 433 shares of the company’s stock worth $32,000 after acquiring an additional 362 shares during the period. KERR FINANCIAL PLANNING Corp bought a new position in shares of iShares U.S. Small Cap Equity Factor ETF in the third quarter worth $33,000. Finally, Harbour Investments Inc. grew its position in shares of iShares U.S. Small Cap Equity Factor ETF by 319.9% in the fourth quarter. Harbour Investments Inc. now owns 928 shares of the company’s stock valued at $69,000 after purchasing an additional 707 shares in the last quarter.
iShares U.S. Small Cap Equity Factor ETF Trading Down 0.3%
Shares of NYSEARCA SMLF traded down $0.27 during mid-day trading on Friday, hitting $87.55. The company had a trading volume of 162,233 shares, compared to its average volume of 237,041. iShares U.S. Small Cap Equity Factor ETF has a 1 year low of $67.43 and a 1 year high of $89.74. The company has a market capitalization of $4.12 billion, a price-to-earnings ratio of 17.17 and a beta of 1.07. The stock’s 50-day moving average price is $85.56 and its 200-day moving average price is $80.67.
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.
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