iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Oakworth Capital Inc.’s 4th Largest Position

Oakworth Capital Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 894,910 shares of the exchange traded fund’s stock after acquiring an additional 23,180 shares during the period. iShares Core S&P Small-Cap ETF comprises 7.1% of Oakworth Capital Inc.’s portfolio, making the stock its 4th largest holding. Oakworth Capital Inc. owned approximately 0.12% of iShares Core S&P Small-Cap ETF worth $103,112,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Ironwood Wealth Management LLC. raised its position in shares of iShares Core S&P Small-Cap ETF by 2.7% in the second quarter. Ironwood Wealth Management LLC. now owns 102,190 shares of the exchange traded fund’s stock valued at $10,900,000 after buying an additional 2,705 shares during the last quarter. AQR Capital Management LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 20.7% in the second quarter. AQR Capital Management LLC now owns 3,164 shares of the exchange traded fund’s stock valued at $337,000 after buying an additional 542 shares during the last quarter. Aprio Wealth Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the third quarter valued at approximately $230,000. Alpha Cubed Investments LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 2.4% in the third quarter. Alpha Cubed Investments LLC now owns 4,007 shares of the exchange traded fund’s stock valued at $469,000 after buying an additional 95 shares during the last quarter. Finally, Axiom Advisory LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 45.7% in the third quarter. Axiom Advisory LLC now owns 5,434 shares of the exchange traded fund’s stock valued at $617,000 after buying an additional 1,704 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $119.24 on Thursday. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61. The firm has a 50 day simple moving average of $118.98 and a 200-day simple moving average of $117.09. The firm has a market cap of $86.51 billion, a PE ratio of 12.95 and a beta of 1.16.

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.