HB Wealth Management LLC Reduces Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

HB Wealth Management LLC lessened its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 244,385 shares of the exchange traded fund’s stock after selling 5,374 shares during the quarter. HB Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $30,380,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in IJR. Bank of America Corp DE raised its position in iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after acquiring an additional 1,901,134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after purchasing an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after purchasing an additional 1,393,533 shares during the last quarter. Nationwide Fund Advisors grew its position in shares of iShares Core S&P Small-Cap ETF by 98.8% in the fourth quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after purchasing an additional 1,045,425 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.5% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after purchasing an additional 1,024,536 shares in the last quarter. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $146.48 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $149.35. The company has a market capitalization of $109.83 billion, a P/E ratio of 16.52 and a beta of 1.01. The business has a 50 day moving average price of $139.82 and a 200 day moving average price of $131.49.

About iShares Core S&P Small-Cap ETF

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.