Fox Financial Inc increased its position in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 32.4% in the 4th quarter, HoldingsChannel reports. The fund owned 278,959 shares of the company’s stock after buying an additional 68,239 shares during the quarter. iShares U.S. Small Cap Equity Factor ETF makes up about 17.0% of Fox Financial Inc’s holdings, making the stock its 3rd largest holding. Fox Financial Inc’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $18,830,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cyndeo Wealth Partners LLC raised its stake in iShares U.S. Small Cap Equity Factor ETF by 1.1% during the 4th quarter. Cyndeo Wealth Partners LLC now owns 17,041 shares of the company’s stock valued at $1,150,000 after purchasing an additional 187 shares during the period. Wade Financial Advisory Inc raised its position in shares of iShares U.S. Small Cap Equity Factor ETF by 0.4% during the fourth quarter. Wade Financial Advisory Inc now owns 58,352 shares of the company’s stock valued at $3,939,000 after buying an additional 251 shares during the last quarter. GEM Asset Management LLC lifted its holdings in shares of iShares U.S. Small Cap Equity Factor ETF by 0.4% in the third quarter. GEM Asset Management LLC now owns 63,693 shares of the company’s stock worth $4,174,000 after buying an additional 282 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in shares of iShares U.S. Small Cap Equity Factor ETF by 2.7% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 11,872 shares of the company’s stock worth $788,000 after acquiring an additional 309 shares during the last quarter. Finally, Premier Path Wealth Partners LLC grew its stake in iShares U.S. Small Cap Equity Factor ETF by 1.6% during the fourth quarter. Premier Path Wealth Partners LLC now owns 35,663 shares of the company’s stock valued at $2,407,000 after acquiring an additional 555 shares in the last quarter.
iShares U.S. Small Cap Equity Factor ETF Stock Performance
Shares of NYSEARCA SMLF opened at $71.22 on Friday. The company has a market cap of $1.20 billion, a P/E ratio of 13.60 and a beta of 1.19. iShares U.S. Small Cap Equity Factor ETF has a 52-week low of $57.14 and a 52-week high of $74.69. The firm’s fifty day moving average is $70.44 and its two-hundred day moving average is $67.25.
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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