iShares Core S&P Small-Cap ETF $IJR is Newton One Investments LLC’s 8th Largest Position

by · The Markets Daily

Newton One Investments LLC lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 319.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 136,144 shares of the exchange traded fund’s stock after purchasing an additional 103,683 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 4.6% of Newton One Investments LLC’s investment portfolio, making the stock its 8th largest holding. Newton One Investments LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,924,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Pasadena Private Wealth LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 0.7% in the fourth quarter. Pasadena Private Wealth LLC now owns 10,543 shares of the exchange traded fund’s stock worth $1,267,000 after acquiring an additional 76 shares in the last quarter. Flavin Financial Services Inc. lifted its position in shares of iShares Core S&P Small-Cap ETF by 0.4% in the 4th quarter. Flavin Financial Services Inc. now owns 18,630 shares of the exchange traded fund’s stock valued at $2,239,000 after acquiring an additional 78 shares in the last quarter. First Trust Advisors LP boosted its stake in iShares Core S&P Small-Cap ETF by 1.7% in the 4th quarter. First Trust Advisors LP now owns 4,651 shares of the exchange traded fund’s stock worth $559,000 after purchasing an additional 78 shares during the period. Westmount Partners LLC grew its position in iShares Core S&P Small-Cap ETF by 0.3% during the 4th quarter. Westmount Partners LLC now owns 26,052 shares of the exchange traded fund’s stock worth $3,131,000 after purchasing an additional 79 shares in the last quarter. Finally, Kapstone Financial Advisors LLC grew its position in iShares Core S&P Small-Cap ETF by 4.3% during the 4th quarter. Kapstone Financial Advisors LLC now owns 1,904 shares of the exchange traded fund’s stock worth $229,000 after purchasing an additional 79 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.5%

Shares of NYSEARCA:IJR opened at $147.54 on Thursday. The company’s fifty day moving average is $139.37 and its two-hundred day moving average is $131.23. The company has a market cap of $110.63 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $149.35.

About iShares Core S&P Small-Cap ETF

(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.

Read More

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).