Montag A & Associates Inc. Has $5.23 Million Stake in iShares Core S&P Small-Cap ETF $IJR

Montag A & Associates Inc. lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.8% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 43,990 shares of the exchange traded fund’s stock after selling 8,887 shares during the period. Montag A & Associates Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $5,227,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in IJR. Brighton Jones LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 24.3% in the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $55,011,000. AQR Capital Management LLC increased its holdings in iShares Core S&P Small-Cap ETF by 80.7% in the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after buying an additional 8,025 shares during the period. Millennium Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter valued at $5,503,000. Finally, United Bank raised its stake in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after buying an additional 1,495 shares in the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $129.20 on Wednesday. The firm’s 50-day simple moving average is $127.74 and its 200-day simple moving average is $122.01. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $133.52. The firm has a market cap of $95.01 billion, a P/E ratio of 16.52 and a beta of 1.08.

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.