Harmony Asset Management LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Harmony Asset Management LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 121.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 31,836 shares of the exchange traded fund’s stock after buying an additional 17,483 shares during the period. iShares Core S&P Small-Cap ETF comprises approximately 1.2% of Harmony Asset Management LLC’s holdings, making the stock its 15th largest position. Harmony Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,958,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. lifted its position 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 valued at $5,115,172,000 after acquiring an additional 235,129 shares in the last quarter. Bank of America Corp DE grew its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during 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. Morgan Stanley grew its position in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after purchasing an additional 86,538 shares in the last quarter. LPL Financial LLC raised its stake in iShares Core S&P Small-Cap ETF by 6.0% during 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 purchasing an additional 992,984 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in iShares Core S&P Small-Cap ETF by 2.7% in 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 purchasing an additional 366,136 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.5%

NYSEARCA IJR opened at $146.16 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The stock has a market cap of $109.85 billion, a PE ratio of 16.52 and a beta of 1.01. The stock’s 50 day moving average is $141.23 and its 200 day moving average is $132.83.

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.