Evergreen Advisors LLC Grows Stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Evergreen Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 171,964 shares of the exchange traded fund’s stock after acquiring an additional 1,331 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 5.4% of Evergreen Advisors LLC’s holdings, making the stock its 7th largest position. Evergreen Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,814,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. TFC Financial Management Inc. lifted its position in iShares Core S&P Small-Cap ETF by 1.5% in the 4th quarter. TFC Financial Management Inc. now owns 15,347 shares of the exchange traded fund’s stock valued at $1,768,000 after acquiring an additional 231 shares in the last quarter. Versant Capital Management Inc lifted its position in iShares Core S&P Small-Cap ETF by 71.9% in the 4th quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock valued at $188,000 after acquiring an additional 683 shares in the last quarter. American Capital Advisory LLC lifted its position in iShares Core S&P Small-Cap ETF by 9.0% in the 4th quarter. American Capital Advisory LLC now owns 11,540 shares of the exchange traded fund’s stock valued at $1,330,000 after acquiring an additional 954 shares in the last quarter. Keystone Financial Group Inc. bought a new position in iShares Core S&P Small-Cap ETF in the 4th quarter valued at approximately $1,182,000. Finally, MidAtlantic Capital Management Inc. bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter valued at approximately $4,839,000.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA IJR opened at $111.79 on Friday. The business’s fifty day moving average price is $116.40 and its 200-day moving average price is $117.32. The stock has a market capitalization of $84.46 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15. iShares Core S&P Small-Cap ETF has a 1-year low of $101.85 and a 1-year high of $128.61.

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.