Boyd Wealth Management LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 61.8% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 40,611 shares of the exchange traded fund’s stock after selling 65,821 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 2.1% of Boyd Wealth Management LLC’s portfolio, making the stock its 12th largest position. Boyd Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,048,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after acquiring an additional 235,129 shares during the last quarter. Bank of America Corp DE grew its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the last quarter. Morgan Stanley grew its holdings in iShares Core S&P Small-Cap ETF by 0.5% in the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after purchasing an additional 86,538 shares during the last quarter. LPL Financial LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after purchasing an additional 992,984 shares in the last quarter. Finally, Raymond James Financial Inc. increased its position in shares of iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after purchasing an additional 366,136 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 Trading Up 1.2%
Shares of IJR opened at $144.42 on Thursday. The firm has a market cap of $107.83 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $145.33. The stock has a fifty day moving average price of $138.01 and a 200-day moving average price of $130.36.
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.
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