Goelzer Investment Management Inc. Cuts Stake in iShares Core S&P Small-Cap ETF $IJR

Goelzer Investment Management Inc. reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 164,692 shares of the exchange traded fund’s stock after selling 111 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.0% of Goelzer Investment Management Inc.’s holdings, making the stock its 11th largest position. Goelzer Investment Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $17,999,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in IJR. Brighton Jones LLC grew its holdings in iShares Core S&P Small-Cap ETF by 24.3% during the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after buying an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter worth $55,011,000. Silvercrest Asset Management Group LLC lifted its position in iShares Core S&P Small-Cap ETF by 22.8% in the fourth quarter. Silvercrest Asset Management Group LLC now owns 14,524 shares of the exchange traded fund’s stock worth $1,673,000 after buying an additional 2,692 shares during the last quarter. Tidal Investments LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $205,000. Finally, Visionary Wealth Advisors lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.9% during the fourth quarter. Visionary Wealth Advisors now owns 17,180 shares of the exchange traded fund’s stock worth $1,980,000 after purchasing an additional 490 shares during the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.5%

NYSEARCA:IJR opened at $117.98 on Wednesday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61. The stock has a fifty day simple moving average of $114.61 and a 200-day simple moving average of $107.89. The company has a market cap of $85.74 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15.

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.