Hicks Capital Management LLC Makes New $2.80 Million Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Hicks Capital Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 26,806 shares of the exchange traded fund’s stock, valued at approximately $2,803,000. iShares Core S&P Small-Cap ETF makes up 3.7% of Hicks Capital Management LLC’s holdings, making the stock its 5th largest holding.

Several other large investors also recently modified their holdings of IJR. Founders Financial Alliance LLC increased its position in iShares Core S&P Small-Cap ETF by 2.0% in the 4th quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock valued at $541,000 after buying an additional 91 shares in the last quarter. Plancorp LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock valued at $2,199,000 after acquiring an additional 96 shares in the last quarter. Blueprint Investment Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 2.3% during the fourth quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock worth $505,000 after purchasing an additional 98 shares during the period. Peloton Wealth Strategists raised its position in shares of iShares Core S&P Small-Cap ETF by 3.3% during the fourth quarter. Peloton Wealth Strategists now owns 3,174 shares of the exchange traded fund’s stock worth $366,000 after purchasing an additional 100 shares during the period. Finally, Vertex Planning Partners LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.4% in the 4th quarter. Vertex Planning Partners LLC now owns 7,569 shares of the exchange traded fund’s stock worth $872,000 after purchasing an additional 105 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 Trading Up 1.5%

NYSEARCA IJR opened at $109.16 on Friday. The company has a fifty day simple moving average of $104.72 and a 200 day simple moving average of $109.10. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The company has a market cap of $78.82 billion, a P/E ratio of 16.52 and a beta of 1.15.

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.