Concurrent Investment Advisors LLC Raises Holdings in iShares Core S&P Small-Cap ETF $IJR

Concurrent Investment Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 43.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 542,141 shares of the exchange traded fund’s stock after acquiring an additional 165,172 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 0.7% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 20th largest holding. Concurrent Investment Advisors LLC owned about 0.07% of iShares Core S&P Small-Cap ETF worth $80,405,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Resources Management Corp CT ADV increased its stake in iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 123 shares in the last quarter. BankChampaign National Association purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at $26,000. Investors Research Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $33,000. Evolution Wealth Management Inc. raised its stake in iShares Core S&P Small-Cap ETF by 546.3% in the 4th quarter. Evolution Wealth Management Inc. now owns 349 shares of the exchange traded fund’s stock worth $42,000 after acquiring an additional 295 shares during the last quarter. Finally, Murphy & Mullick Capital Management Corp lifted its position in iShares Core S&P Small-Cap ETF by 42.4% during the 4th quarter. Murphy & Mullick Capital Management Corp now owns 356 shares of the exchange traded fund’s stock worth $43,000 after acquiring an additional 106 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $144.80 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $112.00 and a fifty-two week high of $150.69. The firm has a market capitalization of $109.16 billion, a PE ratio of 16.52 and a beta of 1.01. The stock’s 50-day simple moving average is $146.65 and its 200-day simple moving average is $137.83.

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.