Ascent Wealth Partners LLC Has $3.19 Million Holdings in iShares U.S. Small Cap Equity Factor ETF $SMLF

Ascent Wealth Partners LLC raised its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 289.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 42,316 shares of the company’s stock after buying an additional 31,445 shares during the period. Ascent Wealth Partners LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $3,194,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in SMLF. Strategic Financial Services Inc. boosted its stake in shares of iShares U.S. Small Cap Equity Factor ETF by 1.8% during the 4th quarter. Strategic Financial Services Inc. now owns 3,810,840 shares of the company’s stock worth $302,962,000 after acquiring an additional 65,743 shares during the period. Wells Fargo & Company MN raised its stake in iShares U.S. Small Cap Equity Factor ETF by 6.2% in the 4th quarter. Wells Fargo & Company MN now owns 2,328,943 shares of the company’s stock valued at $174,391,000 after acquiring an additional 135,653 shares during the period. Ameriprise Financial Inc. raised its stake in iShares U.S. Small Cap Equity Factor ETF by 16.4% in the 3rd quarter. Ameriprise Financial Inc. now owns 1,826,109 shares of the company’s stock valued at $135,774,000 after acquiring an additional 257,905 shares during the period. Advance Capital Management Inc. acquired a new stake in iShares U.S. Small Cap Equity Factor ETF during the 1st quarter valued at $116,691,000. Finally, LPL Financial LLC lifted its holdings in iShares U.S. Small Cap Equity Factor ETF by 17.6% during the 4th quarter. LPL Financial LLC now owns 1,388,541 shares of the company’s stock valued at $103,974,000 after purchasing an additional 207,319 shares during the last quarter.

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

SMLF stock opened at $86.48 on Friday. The company has a fifty day moving average price of $85.89 and a two-hundred day moving average price of $81.04. iShares U.S. Small Cap Equity Factor ETF has a one year low of $67.43 and a one year high of $89.74. The stock has a market cap of $4.10 billion, a price-to-earnings ratio of 17.17 and a beta of 1.07.

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.