Evergreen Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 182,591 shares of the exchange traded fund’s stock after purchasing an additional 5,054 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 5.3% of Evergreen Advisors LLC’s portfolio, making the stock its 7th largest holding. Evergreen Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,698,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Small-Cap ETF by 0.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after buying an additional 235,129 shares in the last quarter. Bank of America Corp DE raised its position in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after buying an additional 1,901,134 shares during the last quarter. Morgan Stanley raised its holdings in iShares Core S&P Small-Cap ETF by 0.5% in the 4th quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after acquiring an additional 86,538 shares during the last quarter. LPL Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after purchasing an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.7% in the 4th quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after acquiring an additional 366,136 shares during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.
iShares Core S&P Small-Cap ETF Price Performance
Shares of IJR stock opened at $146.16 on Thursday. The company has a market capitalization of $109.85 billion, a PE ratio of 16.52 and a beta of 1.01. The firm’s 50-day moving average is $141.23 and its two-hundred day moving average is $132.83. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35.
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. 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.
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