Keebeck Wealth Management Trims Stake in iShares Core S&P Small-Cap ETF $IJR

Keebeck Wealth Management lowered its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 15.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,968 shares of the exchange traded fund’s stock after selling 4,211 shares during the period. Keebeck Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $2,855,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IJR. Bank of America Corp DE raised 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 in the last quarter. Northwestern Mutual Investment Management Company LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 12,132.4% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after buying an additional 1,393,533 shares in the last quarter. Fifth Third Bancorp grew its position in shares of iShares Core S&P Small-Cap ETF by 56.3% in the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock worth $399,823,000 after buying an additional 1,159,049 shares during the period. Finally, Nationwide Fund Advisors grew its position in shares of iShares Core S&P Small-Cap ETF by 98.8% in the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after buying an additional 1,045,425 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $144.88 on Friday. The company has a 50-day moving average of $142.32 and a 200 day moving average of $133.86. The firm has a market cap of $108.98 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1 year low of $107.08 and a 1 year high of $149.35.

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.