Core Wealth Advisors Inc. Reduces Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Core Wealth Advisors Inc. reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 64.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,276 shares of the exchange traded fund’s stock after selling 33,748 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 0.7% of Core Wealth Advisors Inc.’s portfolio, making the stock its 24th biggest holding. Core Wealth Advisors Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $1,949,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IJR. Envestnet Asset Management Inc. lifted its position in iShares Core S&P Small-Cap ETF by 98.5% in the second quarter. Envestnet Asset Management Inc. now owns 17,112,936 shares of the exchange traded fund’s stock worth $1,825,266,000 after purchasing an additional 8,492,105 shares during the period. Pathstone Holdings LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth about $230,235,000. Mesirow Financial Investment Management Inc. purchased a new position in iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $145,477,000. Baird Financial Group Inc. boosted its position in iShares Core S&P Small-Cap ETF by 33.3% during the fourth quarter. Baird Financial Group Inc. now owns 3,614,870 shares of the exchange traded fund’s stock valued at $391,310,000 after purchasing an additional 902,096 shares during the last quarter. Finally, J.Safra Asset Management Corp purchased a new position in iShares Core S&P Small-Cap ETF in the first quarter valued at about $78,567,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR opened at $116.56 on Friday. The firm has a market cap of $84.56 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a twelve month low of $87.32 and a twelve month high of $120.74. The firm’s 50 day moving average price is $113.84 and its 200 day moving average price is $109.73.

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.