BOK Financial Private Wealth Inc. Decreases Stake 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 5.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 156,348 shares of the exchange traded fund’s stock after selling 8,649 shares during the period. iShares Core S&P Small-Cap ETF comprises about 1.1% of BOK Financial Private Wealth Inc.’s holdings, making the stock its 16th biggest position. BOK Financial Private Wealth Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $18,790,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of IJR. FourThought Financial Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 25.0% in the 4th quarter. FourThought Financial Partners LLC now owns 22,365 shares of the exchange traded fund’s stock worth $2,688,000 after buying an additional 4,470 shares during the period. Global Retirement Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 2.3% in the 4th quarter. Global Retirement Partners LLC now owns 434,480 shares of the exchange traded fund’s stock worth $52,216,000 after buying an additional 9,763 shares during the period. Fi3 FINANCIAL ADVISORS LLC increased its holdings in iShares Core S&P Small-Cap ETF by 0.7% in the 4th quarter. Fi3 FINANCIAL ADVISORS LLC now owns 302,036 shares of the exchange traded fund’s stock worth $36,299,000 after buying an additional 2,144 shares during the period. Burling Wealth Partners LLC increased its holdings in iShares Core S&P Small-Cap ETF by 6.8% in the 4th quarter. Burling Wealth Partners LLC now owns 129,411 shares of the exchange traded fund’s stock worth $15,553,000 after buying an additional 8,206 shares during the period. Finally, MJP Associates Inc. ADV increased its holdings in iShares Core S&P Small-Cap ETF by 10.2% in the 4th quarter. MJP Associates Inc. ADV now owns 2,542 shares of the exchange traded fund’s stock worth $306,000 after buying an additional 236 shares during the period. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 0.3%

Shares of NYSEARCA:IJR opened at $136.27 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $102.57 and a twelve month high of $139.49. The company’s 50 day moving average is $130.42 and its 200 day moving average is $126.56. The company has a market cap of $101.75 billion, a PE ratio of 16.52 and a beta of 1.03.

iShares Core S&P Small-Cap ETF Company 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.