Lutz Financial Services LLC Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Lutz Financial Services LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 191,033 shares of the exchange traded fund’s stock after purchasing an additional 11,119 shares during the period. iShares Core S&P Small-Cap ETF accounts for 1.6% of Lutz Financial Services LLC’s investment portfolio, making the stock its 15th largest holding. Lutz Financial Services LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $22,958,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after buying an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp raised its stake in iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Northwestern Mutual Investment Management Company LLC raised its stake in iShares Core S&P Small-Cap ETF by 35.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after purchasing an additional 1,617,116 shares in the last quarter. Ameriprise Financial Inc. raised its stake in iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock valued at $601,837,000 after purchasing an additional 112,747 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock valued at $610,556,000 after purchasing an additional 1,928,405 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Up 0.4%

iShares Core S&P Small-Cap ETF stock opened at $134.40 on Tuesday. The company has a market cap of $100.35 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. The firm’s fifty day moving average is $129.82 and its 200 day moving average is $126.20. iShares Core S&P Small-Cap ETF has a 52-week low of $102.57 and a 52-week high of $139.49.

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.