Geneos Wealth Management Inc. Has $13.63 Million Holdings in iShares U.S. Small Cap Equity Factor ETF $SMLF

Geneos Wealth Management Inc. raised its holdings in iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 13.7% in the first quarter, Holdings Channel reports. The fund owned 180,534 shares of the company’s stock after acquiring an additional 21,710 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $13,629,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of SMLF. Strategic Financial Services Inc. lifted its holdings 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 valued at $302,962,000 after purchasing an additional 65,743 shares in the last quarter. Wells Fargo & Company MN grew its position in shares of 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 purchasing an additional 135,653 shares during the period. Ameriprise Financial Inc. increased its stake in iShares U.S. Small Cap Equity Factor ETF by 16.4% during the 3rd quarter. Ameriprise Financial Inc. now owns 1,826,109 shares of the company’s stock worth $135,774,000 after purchasing an additional 257,905 shares in the last quarter. Advance Capital Management Inc. bought a new stake in iShares U.S. Small Cap Equity Factor ETF during the 1st quarter worth approximately $116,691,000. Finally, LPL Financial LLC increased its stake 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 worth $103,974,000 after purchasing an additional 207,319 shares in the last quarter.

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

Shares of SMLF stock opened at $87.12 on Thursday. iShares U.S. Small Cap Equity Factor ETF has a 52 week low of $67.43 and a 52 week high of $89.74. The company’s 50 day moving average price is $85.77 and its two-hundred day moving average price is $80.93. The company has a market capitalization of $4.12 billion, a P/E ratio of 17.17 and a beta of 1.07.

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). SMLF was launched on Apr 28, 2015 and is managed by BlackRock.