Klingenstein Fields & Co. LP Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Klingenstein Fields & Co. LP raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 104.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 53,872 shares of the exchange traded fund’s stock after purchasing an additional 27,506 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in iShares Core S&P Small-Cap ETF were worth $6,474,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in IJR. Crewe Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 4.2% during the 4th quarter. Crewe Advisors LLC now owns 147,896 shares of the exchange traded fund’s stock valued at $17,774,000 after acquiring an additional 5,956 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of iShares Core S&P Small-Cap ETF by 10.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after acquiring an additional 10,185 shares during the period. Resonant Capital Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.2% during the 4th quarter. Resonant Capital Advisors LLC now owns 274,785 shares of the exchange traded fund’s stock valued at $33,024,000 after acquiring an additional 5,942 shares during the period. Fortitude Family Office LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 10.1% during the 4th quarter. Fortitude Family Office LLC now owns 45,833 shares of the exchange traded fund’s stock valued at $5,508,000 after acquiring an additional 4,209 shares during the period. Finally, Caprock Group LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at approximately $2,220,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 1.0%

IJR stock opened at $143.67 on Friday. The firm has a 50 day moving average of $135.66 and a 200-day moving average of $129.03. iShares Core S&P Small-Cap ETF has a 12-month low of $105.15 and a 12-month high of $144.68. The company has a market cap of $107.27 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

About iShares Core S&P Small-Cap ETF

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.