Valeo Financial Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Valeo Financial Advisors LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,265,854 shares of the exchange traded fund’s stock after buying an additional 44,100 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for about 0.7% of Valeo Financial Advisors LLC’s portfolio, making the stock its 21st largest position. Valeo Financial Advisors LLC owned approximately 0.31% of iShares Core S&P Small-Cap ETF worth $245,393,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Signature Resources Capital Management LLC boosted its position in iShares Core S&P Small-Cap ETF by 105.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 249 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 128 shares in the last quarter. Atlas Capital Advisors Inc. acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter worth approximately $26,000. Hoey Investments Inc. purchased a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter valued at about $28,000. N.E.W. Advisory Services LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the first quarter valued at approximately $28,000. Finally, Bulwark Capital Corp acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $30,000. 66.92% of the stock is currently owned by institutional investors and hedge funds.

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

NYSEARCA:IJR opened at $120.08 on Monday. The stock’s fifty day moving average is $116.28 and its two-hundred day moving average is $109.07. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The company has a market capitalization of $86.76 billion, a P/E ratio of 16.52 and a beta of 1.15.

iShares Core S&P Small-Cap ETF Company 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.