Joel Adams & Associates Inc. Has $1.74 Million Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

by · The Markets Daily

Joel Adams & Associates Inc. trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJRFree Report) by 1.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 16,631 shares of the exchange traded fund’s stock after selling 291 shares during the period. iShares Core S&P Small-Cap ETF comprises 1.6% of Joel Adams & Associates Inc.’s holdings, making the stock its 12th biggest position. Joel Adams & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $1,739,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Dana Investment Advisors Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% during the fourth quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock worth $2,542,000 after purchasing an additional 656 shares during the period. Clearwater Capital Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 4.1% during the fourth quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock worth $1,454,000 after purchasing an additional 496 shares during the period. Pathway Financial Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 29.6% during the first quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock worth $11,481,000 after purchasing an additional 25,106 shares during the period. Naples Global Advisors LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 9.5% during the first quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock worth $6,075,000 after purchasing an additional 5,055 shares during the period. Finally, Bank of America Corp DE increased its stake in shares of iShares Core S&P Small-Cap ETF by 3.4% during the fourth quarter. Bank of America Corp DE now owns 32,066,508 shares of the exchange traded fund’s stock worth $3,694,703,000 after purchasing an additional 1,052,941 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of NYSEARCA IJR opened at $106.14 on Monday. The firm has a market cap of $77.25 billion, a P/E ratio of 16.94 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 1-year low of $89.22 and a 1-year high of $128.61. The business’s 50 day moving average is $103.74 and its 200-day moving average is $109.34.

iShares Core S&P Small-Cap ETF Company 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.

See Also

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:IJRFree Report).