Calamos Wealth Management LLC Acquires 11,636 Shares of iShares Core S&P Small-Cap ETF $IJR

Calamos Wealth Management LLC raised its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 300,957 shares of the exchange traded fund’s stock after acquiring an additional 11,636 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 1.3% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 17th biggest holding. Calamos Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $37,412,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in IJR. Brighton Jones LLC lifted its position in iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after acquiring an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the fourth quarter valued at $55,011,000. AQR Capital Management LLC raised its holdings in iShares Core S&P Small-Cap ETF by 80.7% in the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after acquiring an additional 8,025 shares during the period. Millennium Management LLC bought a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter worth approximately $5,503,000. Finally, United Bank increased its stake in iShares Core S&P Small-Cap ETF by 4.8% during the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after acquiring an additional 1,495 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.4%

IJR stock opened at $144.99 on Tuesday. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The company has a market cap of $108.97 billion, a PE ratio of 16.52 and a beta of 1.01. The business has a 50-day simple moving average of $140.94 and a 200 day simple moving average of $132.51.

iShares Core S&P Small-Cap ETF Company Profile

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.