Corient Private Wealth LP Increases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Corient Private Wealth LP boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,424,729 shares of the exchange traded fund’s stock after acquiring an additional 313,788 shares during the period. Corient Private Wealth LP owned 0.32% of iShares Core S&P Small-Cap ETF worth $359,611,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Bank of America Corp DE boosted its stake in shares of 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 purchasing an additional 1,901,134 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 35.0% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after buying an additional 1,617,116 shares during the period. Valpey Financial Services LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after buying an additional 1,393,533 shares during the period. Fifth Third Bancorp boosted its position in iShares Core S&P Small-Cap ETF by 56.3% during the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after acquiring an additional 1,159,049 shares in the last quarter. Finally, Shelter Mutual Insurance Co bought a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at approximately $102,032,000. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

IJR stock opened at $146.77 on Thursday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $112.00 and a fifty-two week high of $150.69. The company has a market capitalization of $110.64 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The business’s 50 day moving average price is $146.53 and its two-hundred day moving average price is $137.27.

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.