Kagan Cocozza Asset Management Increases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Kagan Cocozza Asset Management grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.3% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 28,828 shares of the exchange traded fund’s stock after acquiring an additional 3,384 shares during the period. iShares Core S&P Small-Cap ETF comprises 2.4% of Kagan Cocozza Asset Management’s investment portfolio, making the stock its 12th biggest holding. Kagan Cocozza Asset Management’s holdings in iShares Core S&P Small-Cap ETF were worth $3,151,000 as of its most recent filing with the SEC.

Other hedge funds have also recently made changes to their positions in the company. 3Chopt Investment Partners LLC purchased a new position in iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $544,000. Pathway Financial Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 29.6% during the 1st quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock worth $11,481,000 after buying an additional 25,106 shares during the last quarter. Naples Global Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 9.5% in the 1st quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock valued at $6,075,000 after purchasing an additional 5,055 shares during the last quarter. Alley Investment Management Company LLC boosted its stake in iShares Core S&P Small-Cap ETF by 0.7% during the 1st quarter. Alley Investment Management Company LLC now owns 71,815 shares of the exchange traded fund’s stock worth $7,510,000 after purchasing an additional 468 shares during the period. Finally, Principle Wealth Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.8% in the first quarter. Principle Wealth Partners LLC now owns 285,183 shares of the exchange traded fund’s stock valued at $29,822,000 after acquiring an additional 7,735 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 0.2%

IJR stock opened at $119.33 on Wednesday. The firm has a 50 day moving average of $115.27 and a 200-day moving average of $108.28. The company has a market cap of $86.72 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61.

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.