Montag A & Associates Inc. Raises Holdings in iShares Core S&P Small-Cap ETF $IJR

Montag A & Associates Inc. raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 41.4% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 61,295 shares of the exchange traded fund’s stock after purchasing an additional 17,957 shares during the period. Montag A & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $7,620,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. raised 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 during the last quarter. Bank of America Corp DE grew its stake in iShares Core S&P Small-Cap ETF by 6.0% during the 4th 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 acquiring an additional 1,901,134 shares in 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 raised its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after acquiring an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its stake in 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 purchasing an additional 366,136 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 Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $145.39 on Wednesday. The stock’s 50 day simple moving average is $140.22 and its 200-day simple moving average is $131.88. The stock has a market cap of $109.28 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35.

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. 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.