Sequoia Financial Advisors LLC Raises Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sequoia Financial Advisors LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 705,455 shares of the exchange traded fund’s stock after acquiring an additional 16,129 shares during the quarter. Sequoia Financial Advisors LLC owned 0.09% of iShares Core S&P Small-Cap ETF worth $87,695,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Bank of America Corp DE boosted its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% during 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 purchasing an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC increased its stake in iShares Core S&P Small-Cap ETF by 35.0% in the 4th 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% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after buying an additional 1,393,533 shares in the last quarter. Nationwide Fund Advisors lifted its holdings in iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after buying an additional 1,045,425 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in iShares Core S&P Small-Cap ETF by 2.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock valued at $5,029,772,000 after buying an additional 1,024,536 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR stock traded up $0.09 during mid-day trading on Friday, reaching $145.56. The company had a trading volume of 2,329,584 shares, compared to its average volume of 5,445,955. The company has a market capitalization of $109.42 billion, a PE ratio of 16.52 and a beta of 1.01. The firm has a 50 day moving average of $140.78 and a 200 day moving average of $132.29. 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.