Colony Family Offices LLC Has $43.95 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Colony Family Offices LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 296,366 shares of the exchange traded fund’s stock after selling 6,936 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 9.7% of Colony Family Offices LLC’s holdings, making the stock its 3rd largest holding. Colony Family Offices LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $43,954,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IJR. Houlihan Financial Resource Group Ltd. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 101.4% during the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 101,872 shares of the exchange traded fund’s stock worth $12,566,000 after buying an additional 51,302 shares in the last quarter. Camden National Bank increased its stake in shares of iShares Core S&P Small-Cap ETF by 3.8% in the 1st quarter. Camden National Bank now owns 96,096 shares of the exchange traded fund’s stock valued at $11,946,000 after acquiring an additional 3,509 shares in the last quarter. Integrity Alliance LLC. increased its stake in shares of iShares Core S&P Small-Cap ETF by 52.0% in the 4th quarter. Integrity Alliance LLC. now owns 11,984 shares of the exchange traded fund’s stock valued at $1,440,000 after acquiring an additional 4,100 shares in the last quarter. Coppell Advisory Solutions LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 2nd quarter valued at $4,588,000. Finally, SHP Wealth Management acquired a new position in shares of iShares Core S&P Small-Cap ETF during the 4th quarter valued at $1,208,000. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Down 0.7%

Shares of NYSEARCA IJR opened at $144.25 on Wednesday. The firm has a market cap of $108.74 billion, a PE ratio of 16.52 and a beta of 1.01. The company’s fifty day simple moving average is $146.48 and its 200 day simple moving average is $138.13. iShares Core S&P Small-Cap ETF has a 12-month low of $112.00 and a 12-month high of $150.69.

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. 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.