iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is HCR Wealth Advisors’ 4th Largest Position

HCR Wealth Advisors lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 4.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 384,034 shares of the exchange traded fund’s stock after buying an additional 16,356 shares during the period. iShares Core S&P Small-Cap ETF makes up about 5.5% of HCR Wealth Advisors’ investment portfolio, making the stock its 4th largest position. HCR Wealth Advisors’ holdings in iShares Core S&P Small-Cap ETF were worth $44,248,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. International Assets Investment Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 8,742.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock valued at $180,783,000 after acquiring an additional 1,528,201 shares during the period. FMR LLC raised its holdings in iShares Core S&P Small-Cap ETF by 5.9% in the 3rd quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock worth $2,589,128,000 after purchasing an additional 1,230,029 shares during the period. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock valued at $3,723,730,000 after purchasing an additional 1,149,045 shares in the last quarter. Venturi Wealth Management LLC lifted its position in iShares Core S&P Small-Cap ETF by 15,751.5% during the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock valued at $96,945,000 after purchasing an additional 823,645 shares in the last quarter. Finally, LPL Financial LLC grew its holdings in iShares Core S&P Small-Cap ETF by 5.2% during the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after purchasing an additional 689,382 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 1.7 %

NYSEARCA IJR opened at $117.03 on Thursday. iShares Core S&P Small-Cap ETF has a 52 week low of $101.50 and a 52 week high of $128.61. The company has a market capitalization of $84.91 billion, a P/E ratio of 12.95 and a beta of 1.16. The stock’s 50-day moving average price is $120.63 and its 200-day moving average price is $116.15.

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.