Downshift Financial LLC Takes Position in iShares Core S&P Small-Cap ETF $IJR

Downshift Financial LLC bought a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,801 shares of the exchange traded fund’s stock, valued at approximately $487,000.

Several other hedge funds have also recently modified their holdings of the stock. Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 28.5% in the 4th quarter. Corient Private Wealth LLC now owns 2,227,407 shares of the exchange traded fund’s stock worth $267,989,000 after acquiring an additional 493,906 shares during the period. Union Savings Bank purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth $2,858,000. Hsbc Holdings PLC purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter worth $21,891,000. Redwood Family Wealth LLC acquired a new stake in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $869,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 4th quarter worth $45,000. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $143.21 on Friday. 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. The stock has a market cap of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02. The firm’s fifty day simple moving average is $137.26 and its 200-day simple moving average is $129.83.

About iShares Core S&P Small-Cap ETF

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.