YHB Investment Advisors Inc. Makes New Investment in iShares U.S. Small Cap Equity Factor ETF $SMLF

YHB Investment Advisors Inc. purchased a new position in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 229,923 shares of the company’s stock, valued at approximately $19,212,000. iShares U.S. Small Cap Equity Factor ETF accounts for about 1.2% of YHB Investment Advisors Inc.’s holdings, making the stock its 21st largest holding. YHB Investment Advisors Inc. owned 0.48% of iShares U.S. Small Cap Equity Factor ETF as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Citizens Financial Group Inc. RI raised its position in shares of iShares U.S. Small Cap Equity Factor ETF by 1.7% in the first quarter. Citizens Financial Group Inc. RI now owns 10,359 shares of the company’s stock worth $782,000 after acquiring an additional 175 shares during the period. Arkadios Wealth Advisors grew its position in shares of iShares U.S. Small Cap Equity Factor ETF by 4.9% during the 1st quarter. Arkadios Wealth Advisors now owns 3,749 shares of the company’s stock valued at $283,000 after acquiring an additional 176 shares during the period. Pittenger & Anderson Inc. purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF in the 1st quarter valued at about $25,000. Triumph Capital Management increased its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 138.8% in the 2nd quarter. Triumph Capital Management now owns 578 shares of the company’s stock valued at $47,000 after purchasing an additional 336 shares in the last quarter. Finally, Cora Capital Advisors LLC raised its holdings in iShares U.S. Small Cap Equity Factor ETF by 0.4% in the 1st quarter. Cora Capital Advisors LLC now owns 89,134 shares of the company’s stock worth $6,729,000 after purchasing an additional 352 shares during the period.

iShares U.S. Small Cap Equity Factor ETF Price Performance

SMLF stock traded down $0.09 during mid-day trading on Thursday, reaching $84.54. 265,945 shares of the company’s stock were exchanged, compared to its average volume of 214,454. iShares U.S. Small Cap Equity Factor ETF has a 12-month low of $70.00 and a 12-month high of $90.74. The stock’s 50 day moving average is $87.16 and its 200 day moving average is $84.77. The company has a market cap of $4.09 billion, a price-to-earnings ratio of 17.17 and a beta of 1.09.

iShares U.S. Small Cap Equity Factor ETF Company 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.