ERn Financial LLC Grows Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

ERn Financial LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 54,793 shares of the exchange traded fund’s stock after purchasing an additional 636 shares during the quarter. iShares Core S&P Small-Cap ETF comprises approximately 0.9% of ERn Financial LLC’s portfolio, making the stock its 29th biggest position. ERn Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $6,313,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. HCR Wealth Advisors grew its holdings in iShares Core S&P Small-Cap ETF by 4.4% in the fourth quarter. HCR Wealth Advisors now owns 384,034 shares of the exchange traded fund’s stock valued at $44,248,000 after purchasing an additional 16,356 shares during the last quarter. Pinnacle Bancorp Inc. increased its stake in iShares Core S&P Small-Cap ETF by 9.9% in the fourth quarter. Pinnacle Bancorp Inc. now owns 23,034 shares of the exchange traded fund’s stock valued at $2,654,000 after purchasing an additional 2,071 shares during the last quarter. Twele Capital Management Inc. increased its stake in shares of iShares Core S&P Small-Cap ETF by 0.6% during the 4th quarter. Twele Capital Management Inc. now owns 169,235 shares of the exchange traded fund’s stock valued at $19,499,000 after acquiring an additional 1,049 shares during the last quarter. Magnolia Capital Management Ltd. raised its stake in iShares Core S&P Small-Cap ETF by 0.6% during the fourth quarter. Magnolia Capital Management Ltd. now owns 41,476 shares of the exchange traded fund’s stock worth $4,779,000 after purchasing an additional 230 shares during the period. Finally, Rockingstone Advisors LLC acquired a new position in iShares Core S&P Small-Cap ETF in the fourth quarter valued at $277,000.

iShares Core S&P Small-Cap ETF Trading Up 1.7 %

Shares of NYSEARCA IJR opened at $117.03 on Thursday. iShares Core S&P Small-Cap ETF has a 12-month low of $101.50 and a 12-month high of $128.61. The stock has a fifty day moving average price of $120.63 and a 200 day moving average price of $116.15. The company has a market cap of $84.91 billion, a P/E ratio of 12.95 and a beta of 1.16.

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.