Sunbelt Securities Inc. Grows Stake in iShares Core S&P Small-Cap ETF $IJR

Sunbelt Securities Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 37.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 80,619 shares of the exchange traded fund’s stock after acquiring an additional 21,783 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 0.6% of Sunbelt Securities Inc.’s investment portfolio, making the stock its 24th biggest holding. Sunbelt Securities Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $10,022,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Nvwm LLC purchased a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at approximately $25,000. Resources Management Corp CT ADV lifted its position in shares of iShares Core S&P Small-Cap ETF by 144.7% during the 1st quarter. Resources Management Corp CT ADV now owns 208 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 123 shares during the last quarter. Networth Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $40,000. DecisionPoint Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 61.7% in the 4th quarter. DecisionPoint Financial LLC now owns 346 shares of the exchange traded fund’s stock valued at $42,000 after buying an additional 132 shares in the last quarter. Finally, Richardson Financial Services Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter valued at $42,000. 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 NYSEARCA:IJR opened at $146.31 on Wednesday. The company’s fifty day moving average price is $143.03 and its 200 day moving average price is $134.32. iShares Core S&P Small-Cap ETF has a 12 month low of $107.08 and a 12 month high of $149.35. The firm has a market capitalization of $110.38 billion, a P/E ratio of 16.52 and a beta of 1.01.

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.