Denver PWM LLC lowered its stake in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 6.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 113,961 shares of the company’s stock after selling 7,624 shares during the period. iShares U.S. Small Cap Equity Factor ETF accounts for approximately 3.0% of Denver PWM LLC’s portfolio, making the stock its 14th biggest holding. Denver PWM LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $7,692,000 at the end of the most recent reporting period.
A number of other large investors have also made changes to their positions in the stock. Cornerstone Planning Group LLC acquired a new stake in iShares U.S. Small Cap Equity Factor ETF in the 3rd quarter worth about $24,193,000. Exchange Traded Concepts LLC acquired a new stake in iShares U.S. Small Cap Equity Factor ETF in the 4th quarter worth about $9,438,000. Fox Financial Inc boosted its stake in iShares U.S. Small Cap Equity Factor ETF by 32.4% in the 4th quarter. Fox Financial Inc now owns 278,959 shares of the company’s stock worth $18,830,000 after buying an additional 68,239 shares during the last quarter. Integrated Wealth Concepts LLC boosted its stake in iShares U.S. Small Cap Equity Factor ETF by 19.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 260,190 shares of the company’s stock worth $17,264,000 after buying an additional 43,160 shares during the last quarter. Finally, Montag A & Associates Inc. acquired a new stake in iShares U.S. Small Cap Equity Factor ETF in the 4th quarter worth about $1,991,000.
iShares U.S. Small Cap Equity Factor ETF Trading Down 2.9 %
Shares of NYSEARCA:SMLF opened at $67.62 on Friday. The stock’s 50-day moving average price is $69.48 and its two-hundred day moving average price is $67.95. iShares U.S. Small Cap Equity Factor ETF has a 12-month low of $58.48 and a 12-month high of $74.69. The firm has a market cap of $1.67 billion, a price-to-earnings ratio of 17.64 and a beta of 1.13.
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).
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