Whittier Trust Co. Decreases Stock Position in iShares Core S&P Small-Cap ETF $IJR

Whittier Trust Co. decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 689,021 shares of the exchange traded fund’s stock after selling 6,173 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 1.0% of Whittier Trust Co.’s investment portfolio, making the stock its 19th biggest position. Whittier Trust Co. owned 0.09% of iShares Core S&P Small-Cap ETF worth $86,892,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Bogart Wealth LLC increased its position in iShares Core S&P Small-Cap ETF by 6.6% in the first quarter. Bogart Wealth LLC now owns 5,479 shares of the exchange traded fund’s stock worth $681,000 after purchasing an additional 341 shares during the last quarter. Ascentis Independent Advisors raised its stake in iShares Core S&P Small-Cap ETF by 174.3% during the first quarter. Ascentis Independent Advisors now owns 26,098 shares of the exchange traded fund’s stock valued at $3,244,000 after purchasing an additional 16,585 shares in the last quarter. B.O.S.S. Retirement Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 30.7% during the first quarter. B.O.S.S. Retirement Advisors LLC now owns 2,543 shares of the exchange traded fund’s stock valued at $316,000 after purchasing an additional 598 shares during the last quarter. GM Advisory Group LLC lifted its position in iShares Core S&P Small-Cap ETF by 32.6% during the first quarter. GM Advisory Group LLC now owns 7,698 shares of the exchange traded fund’s stock valued at $957,000 after purchasing an additional 1,893 shares during the last quarter. Finally, Powerhouse Assets LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.9% in the 1st quarter. Powerhouse Assets LLC now owns 12,401 shares of the exchange traded fund’s stock worth $1,542,000 after buying an additional 804 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 Price Performance

Shares of NYSEARCA:IJR opened at $146.48 on Monday. The firm has a fifty day simple moving average of $139.82 and a two-hundred day simple moving average of $131.54. iShares Core S&P Small-Cap ETF has a 52 week low of $107.08 and a 52 week high of $149.35. The stock has a market capitalization of $109.99 billion, a P/E ratio of 16.52 and a beta of 1.01.

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.