True North Advisors LLC Has $3.12 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

True North Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 157.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,064 shares of the exchange traded fund’s stock after purchasing an additional 15,311 shares during the period. True North Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,116,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Bank of America Corp DE lifted its stake 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 valued at $4,038,700,000 after buying an additional 1,901,134 shares during the period. 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 worth $749,473,000 after buying an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC grew its position 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 worth $168,855,000 after buying an additional 1,393,533 shares during the period. Fifth Third Bancorp grew its position in shares of iShares Core S&P Small-Cap ETF by 56.3% during 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 lifted its position in shares of iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after acquiring an additional 1,045,425 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.8%

Shares of NYSEARCA IJR opened at $146.02 on Friday. The firm has a market cap of $109.83 billion, a PE ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 12-month low of $107.08 and a 12-month high of $149.35. The company’s fifty day simple moving average is $141.57 and its 200 day simple moving average is $133.09.

iShares Core S&P Small-Cap ETF Company 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.