iShares Core S&P Small-Cap ETF $IJR is Houlihan Financial Resource Group Ltd.’s 2nd Largest Position

Houlihan Financial Resource Group Ltd. lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 53.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,570 shares of the exchange traded fund’s stock after selling 57,253 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 5.3% of Houlihan Financial Resource Group Ltd.’s portfolio, making the stock its 2nd biggest position. Houlihan Financial Resource Group Ltd.’s holdings in iShares Core S&P Small-Cap ETF were worth $6,009,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in IJR. Obermeyer Wealth Partners grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% during the third quarter. Obermeyer Wealth Partners now owns 17,999 shares of the exchange traded fund’s stock valued at $2,139,000 after buying an additional 83 shares during the last quarter. Spirepoint Private Client LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 0.8% in the 3rd quarter. Spirepoint Private Client LLC now owns 11,365 shares of the exchange traded fund’s stock valued at $1,351,000 after acquiring an additional 85 shares during the last quarter. Investment Partners Asset Management Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 2.7% during the 2nd quarter. Investment Partners Asset Management Inc. now owns 3,476 shares of the exchange traded fund’s stock valued at $380,000 after acquiring an additional 93 shares during the period. Evanson Asset Management LLC grew its position in iShares Core S&P Small-Cap ETF by 0.5% during the 3rd quarter. Evanson Asset Management LLC now owns 20,280 shares of the exchange traded fund’s stock worth $2,410,000 after acquiring an additional 94 shares during the last quarter. Finally, PCG Asset Management LLC increased its stake in iShares Core S&P Small-Cap ETF by 1.1% in the 2nd quarter. PCG Asset Management LLC now owns 8,975 shares of the exchange traded fund’s stock worth $981,000 after purchasing an additional 95 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $129.06 on Friday. The company has a market capitalization of $94.42 billion, a P/E ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $129.48. The stock has a 50 day moving average price of $121.37 and a two-hundred day moving average price of $117.87.

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.