Klingman & Associates LLC Buys 25,363 Shares of iShares Core S&P Small-Cap ETF $IJR

Klingman & Associates LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 592,795 shares of the exchange traded fund’s stock after acquiring an additional 25,363 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 3.5% of Klingman & Associates LLC’s investment portfolio, making the stock its 7th biggest holding. Klingman & Associates LLC owned about 0.08% of iShares Core S&P Small-Cap ETF worth $73,690,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Nvwm LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $25,000. Bank & Trust Co acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth approximately $30,000. Networth Advisors LLC purchased a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at $40,000. Richardson Financial Services Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth $42,000. Finally, DecisionPoint Financial LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 61.7% in the fourth 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 during the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $144.88 on Friday. The firm has a market capitalization of $108.98 billion, a price-to-earnings ratio of 16.52 and a beta of 1.01. The company’s 50 day simple moving average is $142.32 and its two-hundred day simple moving average is $133.86. iShares Core S&P Small-Cap ETF has a 1-year low of $107.08 and a 1-year high of $149.35.

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.