iShares Core S&P Small-Cap ETF $IJR is Trifecta Capital Advisors LLC’s 6th Largest Position

Trifecta Capital Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 11.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 204,747 shares of the exchange traded fund’s stock after purchasing an additional 21,279 shares during the period. iShares Core S&P Small-Cap ETF makes up about 3.9% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Trifecta Capital Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $25,452,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in the stock. Nvwm LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $25,000. Bank & Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $30,000. Networth Advisors LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $40,000. DecisionPoint Financial LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 61.7% in the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 132 shares during the last quarter. Finally, Richardson Financial Services Inc. bought a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth about $42,000. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.1%

IJR stock traded up $0.09 during midday trading on Friday, reaching $145.56. The company had a trading volume of 2,329,584 shares, compared to its average volume of 5,445,955. The firm has a market capitalization of $109.42 billion, a PE ratio of 16.52 and a beta of 1.01. The stock has a 50 day moving average price of $140.78 and a 200 day moving average price of $132.29. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35.

iShares Core S&P Small-Cap ETF Company 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. 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.