iShares Core S&P Small-Cap ETF $IJR is Destination Wealth Management’s 3rd Largest Position

Destination Wealth Management lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 836,705 shares of the exchange traded fund’s stock after purchasing an additional 6,552 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 2.7% of Destination Wealth Management’s investment portfolio, making the stock its 3rd biggest position. Destination Wealth Management owned about 0.12% of iShares Core S&P Small-Cap ETF worth $99,426,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in iShares Core S&P Small-Cap ETF by 10.0% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 111,945 shares of the exchange traded fund’s stock valued at $13,302,000 after purchasing an additional 10,185 shares during the last quarter. Alaska Permanent Capital Management LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 11.4% in the 3rd quarter. Alaska Permanent Capital Management LLC now owns 545,285 shares of the exchange traded fund’s stock worth $64,780,000 after buying an additional 55,761 shares during the last quarter. Latko Wealth Management Ltd. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 8.5% in the 3rd quarter. Latko Wealth Management Ltd. now owns 58,733 shares of the exchange traded fund’s stock worth $6,979,000 after buying an additional 4,608 shares during the last quarter. First Horizon Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at about $10,009,000. Finally, Cambridge Capital Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 4.1% during the 3rd quarter. Cambridge Capital Management LLC now owns 172,892 shares of the exchange traded fund’s stock valued at $20,545,000 after buying an additional 6,754 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Down 0.1%

Shares of NYSEARCA:IJR opened at $122.05 on Monday. The company has a market cap of $89.75 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $133.52. The company has a 50-day moving average price of $128.26 and a 200 day moving average price of $122.51.

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.