Valmark Advisers Inc. Reduces Stock Position in iShares Core S&P Small-Cap ETF $IJR

Valmark Advisers Inc. lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.7% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 277,426 shares of the exchange traded fund’s stock after selling 10,736 shares during the quarter. Valmark Advisers Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $34,487,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in IJR. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 0.6% in 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 last quarter. Bank of America Corp DE grew 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 worth $4,038,700,000 after acquiring an additional 1,901,134 shares in the last quarter. Morgan Stanley grew its stake 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 worth $2,170,943,000 after acquiring an additional 86,538 shares in the last quarter. LPL Financial LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after acquiring an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. raised its stake in shares of iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after acquiring an additional 366,136 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA IJR traded up $0.09 during trading hours on Friday, reaching $145.56. The stock had a trading volume of 2,329,584 shares, compared to its average volume of 5,445,955. iShares Core S&P Small-Cap ETF has a 52-week low of $107.08 and a 52-week high of $149.35. The firm has a market cap of $109.42 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The business’s fifty day moving average price is $140.78 and its two-hundred day moving average price is $132.29.

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.