5,721,970 iShares U.S. Small Cap Equity Factor ETF $SMLF Shares Sold by Annex Advisory Services LLC

Annex Advisory Services LLC trimmed its position in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF) by 89.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 702,146 shares of the company’s stock after selling 5,721,970 shares during the period. iShares U.S. Small Cap Equity Factor ETF makes up about 1.0% of Annex Advisory Services LLC’s holdings, making the stock its 29th largest holding. Annex Advisory Services LLC’s holdings in iShares U.S. Small Cap Equity Factor ETF were worth $58,671,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Advance Capital Management Inc. acquired a new position in iShares U.S. Small Cap Equity Factor ETF during the 1st quarter worth about $116,691,000. Acropolis Investment Management LLC purchased a new stake in iShares U.S. Small Cap Equity Factor ETF during the third quarter worth about $81,949,000. YHB Investment Advisors Inc. purchased a new stake in iShares U.S. Small Cap Equity Factor ETF during the third quarter worth about $19,212,000. Modern Wealth Management LLC increased its stake in iShares U.S. Small Cap Equity Factor ETF by 45.1% during the first quarter. Modern Wealth Management LLC now owns 733,974 shares of the company’s stock worth $55,811,000 after purchasing an additional 228,292 shares during the period. Finally, Sound Income Strategies LLC acquired a new stake in shares of iShares U.S. Small Cap Equity Factor ETF during the third quarter worth about $15,590,000.

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

NYSEARCA SMLF opened at $83.44 on Friday. The firm has a 50 day simple moving average of $86.64 and a 200-day simple moving average of $85.17. iShares U.S. Small Cap Equity Factor ETF has a one year low of $70.00 and a one year high of $90.74. The firm has a market cap of $4.06 billion, a price-to-earnings ratio of 17.17 and a beta of 1.09.

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