Clearstead Advisors LLC Acquires 35,015 Shares of iShares Core S&P Small-Cap ETF $IJR

Clearstead Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 502,444 shares of the exchange traded fund’s stock after purchasing an additional 35,015 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 0.8% of Clearstead Advisors LLC’s investment portfolio, making the stock its 27th largest position. Clearstead Advisors LLC owned approximately 0.07% of iShares Core S&P Small-Cap ETF worth $59,705,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 24.3% in the fourth quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock valued at $3,450,000 after purchasing an additional 5,853 shares during the period. Heck Capital Advisors LLC bought a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter valued at $55,011,000. AQR Capital Management LLC raised its position in iShares Core S&P Small-Cap ETF by 80.7% during the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock valued at $1,878,000 after purchasing an additional 8,025 shares in the last quarter. Millennium Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth $5,503,000. Finally, United Bank grew its position in shares of iShares Core S&P Small-Cap ETF by 4.8% during the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after buying an additional 1,495 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

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

Shares of iShares Core S&P Small-Cap ETF stock opened at $131.63 on Monday. The stock’s fifty day moving average price is $126.70 and its 200-day moving average price is $121.18. The firm has a market cap of $96.79 billion, a P/E ratio of 16.52 and a beta of 1.08. 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.