Patriot Financial Group Insurance Agency LLC Has $11.95 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Patriot Financial Group Insurance Agency LLC boosted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 109,378 shares of the exchange traded fund’s stock after buying an additional 2,844 shares during the period. iShares Core S&P Small-Cap ETF makes up about 1.4% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its 9th biggest holding. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $11,954,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. First National Bank & Trust Co. of Newtown raised its position in iShares Core S&P Small-Cap ETF by 32.6% during the second quarter. First National Bank & Trust Co. of Newtown now owns 7,799 shares of the exchange traded fund’s stock valued at $852,000 after purchasing an additional 1,916 shares during the period. Sageworth Trust Co of South Dakota raised its holdings in shares of iShares Core S&P Small-Cap ETF by 8.5% in the second quarter. Sageworth Trust Co of South Dakota now owns 8,203 shares of the exchange traded fund’s stock worth $897,000 after buying an additional 643 shares during the period. Wiser Wealth Management Inc increased its holdings in iShares Core S&P Small-Cap ETF by 13.8% during the 2nd quarter. Wiser Wealth Management Inc now owns 27,778 shares of the exchange traded fund’s stock worth $3,036,000 after purchasing an additional 3,366 shares during the period. EWA LLC increased its holdings in iShares Core S&P Small-Cap ETF by 10.6% during the 2nd quarter. EWA LLC now owns 40,868 shares of the exchange traded fund’s stock worth $4,466,000 after purchasing an additional 3,905 shares during the period. Finally, Tanager Wealth Management LLP purchased a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter worth $204,000. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

Shares of NYSEARCA IJR opened at $119.54 on Friday. The stock has a market capitalization of $86.37 billion, a PE ratio of 16.52 and a beta of 1.15. The stock’s fifty day simple moving average is $116.13 and its two-hundred day simple moving average is $108.93. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61.

iShares Core S&P Small-Cap ETF 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.