Ullmann Wealth Partners Group LLC Raises Holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF)

Ullmann Wealth Partners Group LLC grew its stake in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 4.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 559,595 shares of the company’s stock after acquiring an additional 23,700 shares during the period. iShares U.S. Small Cap Equity Factor ETF accounts for 4.8% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its 5th biggest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $37,129,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Diversified Trust Co purchased a new stake in iShares U.S. Small Cap Equity Factor ETF during the first quarter valued at approximately $457,000. Private Advisor Group LLC grew its position in shares of iShares U.S. Small Cap Equity Factor ETF by 11.3% in the first quarter. Private Advisor Group LLC now owns 12,930 shares of the company’s stock valued at $822,000 after purchasing an additional 1,308 shares during the period. ORG Partners LLC acquired a new stake in shares of iShares U.S. Small Cap Equity Factor ETF in the second quarter valued at about $91,000. Brookstone Capital Management acquired a new stake in shares of iShares U.S. Small Cap Equity Factor ETF in the third quarter valued at about $1,251,000. Finally, BNP Paribas Financial Markets purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF in the first quarter worth about $267,000.

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

Shares of NYSEARCA:SMLF traded up $0.04 during midday trading on Tuesday, hitting $67.34. The company’s stock had a trading volume of 50,528 shares, compared to its average volume of 75,259. The business’s 50 day simple moving average is $64.38 and its 200 day simple moving average is $62.72. iShares U.S. Small Cap Equity Factor ETF has a 12-month low of $47.77 and a 12-month high of $67.99. The company has a market cap of $1.13 billion, a P/E ratio of 13.60 and a beta of 1.19.

iShares U.S. Small Cap Equity Factor ETF 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).