XML Financial LLC Lowers Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

XML Financial LLC reduced its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 124,160 shares of the exchange traded fund’s stock after selling 4,670 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.2% of XML Financial LLC’s holdings, making the stock its 17th largest holding. XML Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $14,922,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of IJR. Brighton Jones LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 24.3% during the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after buying an additional 5,853 shares during the period. Heck Capital Advisors LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $55,011,000. AQR Capital Management LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 80.7% during the first quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after buying an additional 8,025 shares during the period. Millennium Management LLC purchased a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at $5,503,000. Finally, United Bank boosted its holdings in iShares Core S&P Small-Cap ETF by 4.8% in the second quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock valued at $3,593,000 after purchasing an additional 1,495 shares during the period. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $137.68 on Friday. The business has a fifty day moving average price of $133.91 and a 200 day moving average price of $128.10. iShares Core S&P Small-Cap ETF has a 12 month low of $105.15 and a 12 month high of $140.53. The stock has a market capitalization of $102.80 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02.

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.