Heron Bay Capital Management Boosts Stake in iShares Core S&P Small-Cap ETF $IJR

Heron Bay Capital Management increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 195.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 33,225 shares of the exchange traded fund’s stock after purchasing an additional 21,963 shares during the quarter. Heron Bay Capital Management’s holdings in iShares Core S&P Small-Cap ETF were worth $4,928,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of IJR. Bank of America Corp DE lifted its position in shares of iShares Core S&P Small-Cap ETF by 6.0% during the 4th 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 in the last quarter. Northwestern Mutual Investment Management Company LLC increased its holdings in iShares Core S&P Small-Cap ETF by 35.0% in 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 acquiring an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC increased its holdings in iShares Core S&P Small-Cap ETF by 12,132.4% in 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 acquiring an additional 1,393,533 shares in the last quarter. Fifth Third Bancorp raised its stake in 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 acquiring an additional 1,159,049 shares during the period. Finally, Shelter Mutual Insurance Co bought a new stake in iShares Core S&P Small-Cap ETF during the 2nd quarter worth approximately $102,032,000. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $147.31 on Friday. The firm’s 50 day simple moving average is $146.26 and its two-hundred day simple moving average is $136.82. The company has a market capitalization of $111.05 billion, a P/E ratio of 16.52 and a beta of 1.01. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69.

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.