BOK Financial Private Wealth Inc. Decreases Holdings in iShares Core S&P Small-Cap ETF $IJR

BOK Financial Private Wealth Inc. reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 175,962 shares of the exchange traded fund’s stock after selling 3,313 shares during the period. iShares Core S&P Small-Cap ETF makes up about 1.3% of BOK Financial Private Wealth Inc.’s investment portfolio, making the stock its 14th biggest holding. BOK Financial Private Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $19,231,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after acquiring an additional 5,853 shares during the period. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the fourth quarter valued at approximately $55,011,000. Realta Investment Advisors lifted its position in shares of iShares Core S&P Small-Cap ETF by 11.1% during the first quarter. Realta Investment Advisors now owns 2,027 shares of the exchange traded fund’s stock worth $212,000 after purchasing an additional 202 shares in the last quarter. BankPlus Trust Department lifted its position in shares of iShares Core S&P Small-Cap ETF by 115.6% during the first quarter. BankPlus Trust Department now owns 1,078 shares of the exchange traded fund’s stock worth $113,000 after purchasing an additional 578 shares in the last quarter. Finally, Schechter Investment Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 189.3% in the first quarter. Schechter Investment Advisors LLC now owns 20,844 shares of the exchange traded fund’s stock valued at $2,180,000 after purchasing an additional 13,640 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.9%

IJR opened at $117.95 on Monday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61. The firm has a market cap of $85.15 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The company has a fifty day simple moving average of $118.59 and a 200 day simple moving average of $112.55.

About iShares Core S&P Small-Cap ETF

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.