Winthrop Partners WNY LLC Takes Position in iShares Core S&P Small-Cap ETF $IJR

Winthrop Partners WNY LLC purchased a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 35,795 shares of the exchange traded fund’s stock, valued at approximately $4,302,000. iShares Core S&P Small-Cap ETF accounts for about 2.3% of Winthrop Partners WNY LLC’s portfolio, making the stock its 19th biggest position.

Other hedge funds have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its stake in shares of 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 worth $5,115,172,000 after purchasing an additional 235,129 shares during the period. Bank of America Corp DE boosted its stake in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after purchasing an additional 1,901,134 shares during the period. Morgan Stanley grew its holdings in iShares Core S&P Small-Cap ETF by 0.5% in the 4th quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock valued at $2,170,943,000 after buying an additional 86,538 shares in the last quarter. LPL Financial LLC grew its holdings in iShares Core S&P Small-Cap ETF by 6.0% in the 4th quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock valued at $2,106,229,000 after buying an additional 992,984 shares in the last quarter. Finally, Raymond James Financial Inc. increased its position in iShares Core S&P Small-Cap ETF by 2.7% during the 4th quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock worth $1,693,999,000 after buying an additional 366,136 shares during the period. 66.92% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $143.21 on Friday. The firm has a 50-day moving average of $137.26 and a 200-day moving average of $129.83. The stock has a market cap of $106.93 billion, a PE ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06.

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. 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.