iShares Core S&P Small-Cap ETF $IJR is Beacon Investment Advisory Services Inc.’s 2nd Largest Position

Beacon Investment Advisory Services Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 5.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 939,329 shares of the exchange traded fund’s stock after acquiring an additional 50,967 shares during the period. iShares Core S&P Small-Cap ETF comprises about 4.6% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its 2nd biggest holding. Beacon Investment Advisory Services Inc. owned approximately 0.13% of iShares Core S&P Small-Cap ETF worth $112,889,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Your Advocates Ltd. LLP increased its holdings in iShares Core S&P Small-Cap ETF by 197.6% during the 3rd quarter. Your Advocates Ltd. LLP now owns 244 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 162 shares during the last quarter. Hantz Financial Services Inc. raised its position in shares of iShares Core S&P Small-Cap ETF by 85.4% in the 3rd quarter. Hantz Financial Services Inc. now owns 254 shares of the exchange traded fund’s stock valued at $30,000 after purchasing an additional 117 shares in the last quarter. Bank & Trust Co purchased a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at approximately $30,000. New Millennium Group LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 105.3% during the third quarter. New Millennium Group LLC now owns 308 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 158 shares in the last quarter. Finally, WPG Advisers LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 306.6% during the third quarter. WPG Advisers LLC now owns 431 shares of the exchange traded fund’s stock worth $51,000 after buying an additional 325 shares in the last quarter. 66.92% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $121.75 on Monday. The firm has a market cap of $89.53 billion, a PE ratio of 16.52 and a beta of 1.08. The company has a fifty day simple moving average of $127.62 and a 200 day simple moving average of $122.85. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $133.52.

iShares Core S&P Small-Cap ETF 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.