Naples Global Advisors LLC Raises Position in iShares Core S&P Small-Cap ETF $IJR

Naples Global Advisors LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 65,120 shares of the exchange traded fund’s stock after purchasing an additional 7,024 shares during the period. Naples Global Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IJR. Kingstone Capital Partners Texas LLC purchased a new stake in iShares Core S&P Small-Cap ETF during the second quarter valued at approximately $2,049,784,000. Mullooly Asset Management Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the first quarter valued at approximately $709,778,000. Wealthspire Advisors LLC raised its position in iShares Core S&P Small-Cap ETF by 105.3% during the first quarter. Wealthspire Advisors LLC now owns 3,883,282 shares of the exchange traded fund’s stock valued at $406,075,000 after purchasing an additional 1,991,742 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in iShares Core S&P Small-Cap ETF by 1,175.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,912,735 shares of the exchange traded fund’s stock valued at $200,015,000 after purchasing an additional 1,762,735 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its position in iShares Core S&P Small-Cap ETF by 83.8% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,492,515 shares of the exchange traded fund’s stock valued at $281,854,000 after purchasing an additional 1,136,151 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $119.18 on Thursday. iShares Core S&P Small-Cap ETF has a 1 year low of $89.22 and a 1 year high of $128.61. The stock’s 50 day simple moving average is $115.99 and its two-hundred day simple moving average is $108.84. The company has a market cap of $86.61 billion, a PE ratio of 16.52 and a beta of 1.15.

iShares Core S&P Small-Cap ETF Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market.