iShares Core S&P Small-Cap ETF $IJR is Klingman & Associates LLC’s 7th Largest Position

Klingman & Associates LLC lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 592,795 shares of the exchange traded fund’s stock after buying an additional 25,363 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.5% of Klingman & Associates LLC’s portfolio, making the stock its 7th largest position. Klingman & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $73,690,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Nvwm LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth about $25,000. Bank & Trust Co acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $30,000. Networth Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at about $40,000. DecisionPoint Financial LLC boosted its stake in iShares Core S&P Small-Cap ETF by 61.7% during the fourth quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock worth $42,000 after buying an additional 132 shares during the period. Finally, Richardson Financial Services Inc. purchased a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $42,000. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $144.88 on Friday. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35. The stock has a market cap of $108.98 billion, a PE ratio of 16.52 and a beta of 1.01. The firm has a 50-day simple moving average of $142.32 and a two-hundred day simple moving average of $133.86.

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.