Diversified Trust Co Has $2.88 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Diversified Trust Co reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 10.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,525 shares of the exchange traded fund’s stock after selling 3,055 shares during the quarter. Diversified Trust Co’s holdings in iShares Core S&P Small-Cap ETF were worth $2,878,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Founders Financial Alliance LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.0% in the fourth 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 stake in shares of iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Plancorp LLC now owns 19,084 shares of the exchange traded fund’s stock valued at $2,199,000 after buying an additional 96 shares in the last quarter. Blueprint Investment Partners LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.3% in the fourth quarter. Blueprint Investment Partners LLC now owns 4,385 shares of the exchange traded fund’s stock valued at $505,000 after buying an additional 98 shares in the last quarter. Peloton Wealth Strategists increased its position in iShares Core S&P Small-Cap ETF by 3.3% in 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 increased its position in iShares Core S&P Small-Cap ETF by 1.4% in the fourth 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 during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Up 0.3%

Shares of IJR stock opened at $109.49 on Friday. The stock has a 50-day moving average price of $104.98 and a 200 day moving average price of $109.00. The firm has a market cap of $79.06 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $128.61.

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.