Lynch Investment Planning LLC Makes New Investment in iShares Core S&P Small-Cap ETF $IJR

by · The Markets Daily

Lynch Investment Planning LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm bought 26,221 shares of the exchange traded fund’s stock, valued at approximately $3,151,000. iShares Core S&P Small-Cap ETF accounts for 3.0% of Lynch Investment Planning LLC’s portfolio, making the stock its 11th largest position.

A number of other hedge funds also recently modified their holdings of the business. Nvwm LLC acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter valued at $25,000. Bank & Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $30,000. New Millennium Group LLC grew its stake in iShares Core S&P Small-Cap ETF by 105.3% during the 3rd quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock valued at $37,000 after acquiring an additional 158 shares in the last quarter. Networth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF during the 4th quarter valued at about $40,000. Finally, DecisionPoint Financial LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% in the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after purchasing an additional 132 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 Price Performance

Shares of IJR opened at $143.21 on Friday. The business’s 50-day moving average is $136.99 and its 200-day moving average is $129.73. The company has a market capitalization of $106.93 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a fifty-two week low of $105.15 and a fifty-two week high of $145.06.

iShares Core S&P Small-Cap ETF Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding IJR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report).