Planning Project LLC Invests $28.57 Million in iShares Core S&P Small-Cap ETF $IJR

Planning Project LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 197,821 shares of the exchange traded fund’s stock, valued at approximately $28,572,000. iShares Core S&P Small-Cap ETF comprises approximately 5.7% of Planning Project LLC’s holdings, making the stock its 6th biggest holding.

Several other hedge funds have also recently made changes to their positions in IJR. Bank of America Corp DE raised its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock worth $4,038,700,000 after purchasing an additional 1,901,134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 35.0% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after purchasing an additional 1,617,116 shares during the period. Valpey Financial Services LLC boosted its position in iShares Core S&P Small-Cap ETF by 12,132.4% in the fourth quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock valued at $168,855,000 after buying an additional 1,393,533 shares during the last quarter. Fifth Third Bancorp boosted its position in iShares Core S&P Small-Cap ETF by 56.3% in the first quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after buying an additional 1,159,049 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 44,570,998 shares of the exchange traded fund’s stock worth $6,610,325,000 after buying an additional 1,132,592 shares during the period. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $145.34 on Monday. iShares Core S&P Small-Cap ETF has a twelve month low of $112.00 and a twelve month high of $150.69. The company has a market cap of $109.56 billion, a PE ratio of 16.52 and a beta of 1.01. The company’s 50 day moving average is $146.61 and its 200 day moving average is $137.93.

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.