HB Wealth Management LLC Has $1.68 Million Stock Holdings in iShares S&P Small-Cap 600 Value ETF $IJS

HB Wealth Management LLC increased its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 316.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,772 shares of the company’s stock after buying an additional 11,226 shares during the period. HB Wealth Management LLC’s holdings in iShares S&P Small-Cap 600 Value ETF were worth $1,680,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Cordatus Wealth Management LLC acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF in the third quarter valued at approximately $8,671,000. Vestmark Advisory Solutions Inc. acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF in the third quarter valued at approximately $23,118,000. Jones Financial Companies Lllp grew its position in shares of iShares S&P Small-Cap 600 Value ETF by 4.9% in the third quarter. Jones Financial Companies Lllp now owns 325,609 shares of the company’s stock valued at $35,908,000 after purchasing an additional 15,151 shares during the last quarter. WealthShield Partners LLC grew its position in shares of iShares S&P Small-Cap 600 Value ETF by 70.4% in the third quarter. WealthShield Partners LLC now owns 10,639 shares of the company’s stock valued at $1,177,000 after purchasing an additional 4,394 shares during the last quarter. Finally, Sherman Wealth Management LLC acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF in the fourth quarter valued at approximately $785,000. 71.86% of the stock is currently owned by institutional investors and hedge funds.

iShares S&P Small-Cap 600 Value ETF Trading Up 0.5%

iShares S&P Small-Cap 600 Value ETF stock opened at $128.61 on Friday. iShares S&P Small-Cap 600 Value ETF has a 12 month low of $89.92 and a 12 month high of $129.57. The stock’s 50 day moving average is $121.45 and its 200-day moving average is $117.52. The company has a market capitalization of $7.90 billion, a price-to-earnings ratio of 13.92 and a beta of 1.00.

iShares S&P Small-Cap 600 Value ETF Profile

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.