iShares U.S. Small Cap Equity Factor ETF $SMLF Shares Sold by UBS Group AG

UBS Group AG lessened its stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 23.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 159,588 shares of the company’s stock after selling 49,770 shares during the period. UBS Group AG’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $11,950,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Live Oak Investment Partners acquired a new position in iShares U.S. Small Cap Equity Factor ETF in the 4th quarter valued at about $4,054,000. Golden State Equity Partners increased its position in iShares U.S. Small Cap Equity Factor ETF by 3.7% in the 4th quarter. Golden State Equity Partners now owns 6,590 shares of the company’s stock valued at $492,000 after acquiring an additional 236 shares during the period. ProVise Management Group LLC acquired a new position in iShares U.S. Small Cap Equity Factor ETF in the 4th quarter valued at about $225,000. Cora Capital Advisors LLC increased its position in iShares U.S. Small Cap Equity Factor ETF by 2.8% in the 4th quarter. Cora Capital Advisors LLC now owns 88,782 shares of the company’s stock valued at $6,648,000 after acquiring an additional 2,449 shares during the period. Finally, Geneos Wealth Management Inc. increased its position in iShares U.S. Small Cap Equity Factor ETF by 2.8% in the 4th quarter. Geneos Wealth Management Inc. now owns 158,824 shares of the company’s stock valued at $11,893,000 after acquiring an additional 4,361 shares during the period.

iShares U.S. Small Cap Equity Factor ETF Stock Down 1.7%

Shares of SMLF stock opened at $81.94 on Friday. The stock has a market capitalization of $3.61 billion, a PE ratio of 17.17 and a beta of 1.08. iShares U.S. Small Cap Equity Factor ETF has a 52-week low of $63.50 and a 52-week high of $85.08. The stock’s 50-day moving average price is $78.82 and its 200 day moving average price is $77.38.

About iShares U.S. Small Cap Equity Factor ETF

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.