Kellett Wealth Advisors LLC Increases Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Kellett Wealth Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 61.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 162,873 shares of the exchange traded fund’s stock after purchasing an additional 61,796 shares during the period. iShares Core S&P Small-Cap ETF accounts for 13.1% of Kellett Wealth Advisors LLC’s portfolio, making the stock its largest position. Kellett Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,631,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Moneta Group Investment Advisors LLC increased its position in iShares Core S&P Small-Cap ETF by 118,698.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 738,286,464 shares of the exchange traded fund’s stock valued at $69,871,431,000 after acquiring an additional 737,665,005 shares during the period. International Assets Investment Management LLC increased its position in iShares Core S&P Small-Cap ETF by 11,237.6% in the 4th quarter. International Assets Investment Management LLC now owns 2,322,500 shares of the exchange traded fund’s stock valued at $251,411,000 after acquiring an additional 2,302,015 shares during the period. Citigroup Inc. increased its position in iShares Core S&P Small-Cap ETF by 313.2% in the 3rd quarter. Citigroup Inc. now owns 1,823,695 shares of the exchange traded fund’s stock valued at $172,029,000 after acquiring an additional 1,382,354 shares during the period. Comerica Bank acquired a new stake in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at approximately $120,140,000. Finally, Cowa LLC increased its position in iShares Core S&P Small-Cap ETF by 5,333.8% in the 1st quarter. Cowa LLC now owns 1,283,582 shares of the exchange traded fund’s stock valued at $1,670,000 after acquiring an additional 1,259,960 shares during the period.

iShares Core S&P Small-Cap ETF Trading Up 0.2 %

IJR traded up $0.18 during trading hours on Thursday, hitting $102.31. The company’s stock had a trading volume of 3,541,843 shares, compared to its average volume of 4,446,344. iShares Core S&P Small-Cap ETF has a fifty-two week low of $87.32 and a fifty-two week high of $111.16. The firm has a market capitalization of $74.53 billion, a PE ratio of 12.80 and a beta of 1.18. The company has a 50-day simple moving average of $107.00 and a 200 day simple moving average of $101.85.

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.