iShares Core S&P Small-Cap ETF $IJR Stake Boosted by Destination Wealth Management

Destination Wealth Management lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 836,705 shares of the exchange traded fund’s stock after acquiring an additional 6,552 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 2.7% of Destination Wealth Management’s investment portfolio, making the stock its 3rd largest holding. Destination Wealth Management’s holdings in iShares Core S&P Small-Cap ETF were worth $99,426,000 at the end of the most recent quarter.

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

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

iShares Core S&P Small-Cap ETF stock opened at $122.05 on Monday. The firm has a market cap of $89.75 billion, a P/E ratio of 16.52 and a beta of 1.08. The business has a fifty day moving average of $128.26 and a two-hundred day moving average of $122.51. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52.

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.