North Berkeley Wealth Management LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

North Berkeley Wealth Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 272.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 61,209 shares of the exchange traded fund’s stock after acquiring an additional 44,775 shares during the quarter. iShares Core S&P Small-Cap ETF makes up 5.7% of North Berkeley Wealth Management LLC’s portfolio, making the stock its 6th largest holding. North Berkeley Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,273,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Strengthening Families & Communities LLC bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth $97,000. Cornerstone Advisors Asset Management LLC increased its position in iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. Cornerstone Advisors Asset Management LLC now owns 24,808 shares of the exchange traded fund’s stock worth $2,948,000 after buying an additional 1,221 shares in the last quarter. Elm Partners Management LLC raised its stake in shares of iShares Core S&P Small-Cap ETF by 1.0% in the third quarter. Elm Partners Management LLC now owns 20,289 shares of the exchange traded fund’s stock worth $2,411,000 after buying an additional 196 shares during the period. Transcendent Capital Group LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 15.3% during the 3rd quarter. Transcendent Capital Group LLC now owns 39,275 shares of the exchange traded fund’s stock valued at $4,667,000 after buying an additional 5,203 shares in the last quarter. Finally, Performa Ltd US LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 26.4% during the 3rd quarter. Performa Ltd US LLC now owns 74,770 shares of the exchange traded fund’s stock valued at $8,885,000 after buying an additional 15,620 shares in the last quarter. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Trading Up 1.0%

iShares Core S&P Small-Cap ETF stock opened at $128.35 on Tuesday. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $131.64. The firm has a market capitalization of $94.21 billion, a price-to-earnings ratio of 16.52 and a beta of 1.08. The firm has a 50 day moving average of $124.20 and a 200 day moving average of $119.31.

About iShares Core S&P Small-Cap ETF

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.