Clifford Swan Investment Counsel LLC Boosts Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Clifford Swan Investment Counsel LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,636 shares of the exchange traded fund’s stock after purchasing an additional 5,496 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $10,651,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 11,144.8% in the second quarter. Laurel Wealth Advisors LLC now owns 13,728,611 shares of the exchange traded fund’s stock worth $1,500,400,000 after acquiring an additional 13,606,522 shares during the period. Jones Financial Companies Lllp increased its stake in shares of iShares Core S&P Small-Cap ETF by 549.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock valued at $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core S&P Small-Cap ETF by 5.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 41,302,922 shares of the exchange traded fund’s stock worth $4,513,996,000 after purchasing an additional 2,252,323 shares during the period. JPMorgan Chase & Co. boosted its position in iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after purchasing an additional 1,928,405 shares in the last quarter. Finally, Cerity Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF by 50.8% in the second quarter. Cerity Partners LLC now owns 3,754,934 shares of the exchange traded fund’s stock valued at $410,377,000 after purchasing an additional 1,265,540 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $131.39 on Friday. The stock has a market capitalization of $96.62 billion, a PE ratio of 16.52 and a beta of 1.08. The business has a 50 day simple moving average of $127.32 and a 200-day simple moving average of $121.58. iShares Core S&P Small-Cap ETF has a 12 month low of $89.22 and a 12 month high of $133.52.

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. 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.