Klingman & Associates LLC Has $65.54 Million Stock Position in iShares Core S&P Small-Cap ETF $IJR

Klingman & Associates LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.2% during the third quarter, Holdings Channel reports. The institutional investor owned 551,551 shares of the exchange traded fund’s stock after buying an additional 17,025 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 3.3% of Klingman & Associates LLC’s investment portfolio, making the stock its 9th biggest holding. Klingman & Associates LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $65,541,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in IJR. RMG Wealth Management LLC bought a new position in iShares Core S&P Small-Cap ETF in the second quarter valued at about $27,000. Curio Wealth LLC raised its holdings in iShares Core S&P Small-Cap ETF by 26,900.0% during the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 269 shares during the last quarter. Bulwark Capital Corp acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $30,000. Marshall & Sullivan Inc. WA acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $38,000. Finally, Quaker Wealth Management LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 200.4% in the 2nd quarter. Quaker Wealth Management LLC now owns 452 shares of the exchange traded fund’s stock valued at $49,000 after purchasing an additional 902 shares during the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

Shares of NYSEARCA:IJR opened at $126.52 on Wednesday. The stock has a market cap of $92.56 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The company has a 50 day moving average of $120.95 and a 200-day moving average of $117.72. iShares Core S&P Small-Cap ETF has a one year low of $89.22 and a one year high of $127.29.

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.