Waverly Advisors LLC Has $16.89 Million Stake in iShares S&P Small-Cap 600 Value ETF $IJS

Waverly Advisors LLC trimmed its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 3.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,583 shares of the company’s stock after selling 4,541 shares during the quarter. Waverly Advisors LLC owned 0.21% of iShares S&P Small-Cap 600 Value ETF worth $16,891,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Summit Global Investments raised its holdings in iShares S&P Small-Cap 600 Value ETF by 2.6% in the 1st quarter. Summit Global Investments now owns 3,164 shares of the company’s stock valued at $375,000 after acquiring an additional 79 shares in the last quarter. Serenity Investment Advisors increased its stake in iShares S&P Small-Cap 600 Value ETF by 1.3% in the first quarter. Serenity Investment Advisors now owns 6,312 shares of the company’s stock valued at $817,000 after acquiring an additional 80 shares during the last quarter. Integrated Investment Consultants LLC increased its stake in iShares S&P Small-Cap 600 Value ETF by 3.6% in the fourth quarter. Integrated Investment Consultants LLC now owns 2,371 shares of the company’s stock valued at $270,000 after acquiring an additional 82 shares during the last quarter. Hazlett Burt & Watson Inc. raised its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 1.0% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 9,799 shares of the company’s stock worth $1,115,000 after buying an additional 98 shares in the last quarter. Finally, Stephens Inc. AR raised its stake in iShares S&P Small-Cap 600 Value ETF by 2.0% during the fourth quarter. Stephens Inc. AR now owns 5,144 shares of the company’s stock worth $585,000 after acquiring an additional 102 shares in the last quarter. 71.86% of the stock is owned by institutional investors.

iShares S&P Small-Cap 600 Value ETF Price Performance

Shares of NYSEARCA:IJS opened at $136.08 on Wednesday. iShares S&P Small-Cap 600 Value ETF has a one year low of $104.63 and a one year high of $141.18. The company has a market cap of $8.16 billion, a price-to-earnings ratio of 13.92 and a beta of 0.99. The firm has a 50 day simple moving average of $137.05 and a 200 day simple moving average of $129.87.

About iShares S&P Small-Cap 600 Value ETF

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.