Cyndeo Wealth Partners LLC Has $1.15 Million Stock Position in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Cyndeo Wealth Partners LLC lifted its position in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLFFree Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 17,041 shares of the company’s stock after buying an additional 187 shares during the quarter. Cyndeo Wealth Partners LLC owned about 0.10% of iShares U.S. Small Cap Equity Factor ETF worth $1,150,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of SMLF. Exchange Traded Concepts LLC bought a new position in shares of iShares U.S. Small Cap Equity Factor ETF in the fourth quarter worth $9,438,000. Financial Management Professionals Inc. grew its holdings in shares of iShares U.S. Small Cap Equity Factor ETF by 1.6% during the fourth quarter. Financial Management Professionals Inc. now owns 480,917 shares of the company’s stock worth $32,462,000 after purchasing an additional 7,678 shares during the last quarter. Premier Path Wealth Partners LLC grew its holdings in shares of 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 worth $2,407,000 after purchasing an additional 555 shares during the last quarter. Channel Wealth LLC bought a new stake in shares of iShares U.S. Small Cap Equity Factor ETF during the fourth quarter worth about $329,000. Finally, Ullmann Wealth Partners Group LLC grew its holdings in shares of iShares U.S. Small Cap Equity Factor ETF by 1.5% during the fourth quarter. Ullmann Wealth Partners Group LLC now owns 568,074 shares of the company’s stock worth $38,345,000 after purchasing an additional 8,479 shares during the last quarter.

iShares U.S. Small Cap Equity Factor ETF Trading Down 0.3 %

NYSEARCA:SMLF opened at $71.18 on Friday. The stock’s 50-day moving average is $70.43 and its 200-day moving average is $67.02. The stock 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 1-year low of $57.14 and a 1-year high of $74.69.

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

(Free Report)

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).

Further Reading

Institutional Ownership by Quarter for iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

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