Geneos Wealth Management Inc. Sells 21,299 Shares of iShares Core S&P Small-Cap ETF $IJR

Geneos Wealth Management Inc. decreased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 27.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 55,697 shares of the exchange traded fund’s stock after selling 21,299 shares during the period. Geneos Wealth Management Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $6,924,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in IJR. Bank of America Corp DE increased its stake in iShares Core S&P Small-Cap ETF by 6.0% in the 4th 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 buying an additional 1,901,134 shares during the period. Northwestern Mutual Investment Management Company LLC boosted its position in iShares Core S&P Small-Cap ETF by 35.0% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock valued at $749,473,000 after buying 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 4th 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 period. Fifth Third Bancorp grew its stake in iShares Core S&P Small-Cap ETF by 56.3% in the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock worth $399,823,000 after acquiring an additional 1,159,049 shares in the last quarter. Finally, Nationwide Fund Advisors grew its stake in iShares Core S&P Small-Cap ETF by 98.8% in the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock worth $252,842,000 after acquiring an additional 1,045,425 shares in the last quarter. 66.92% of the stock is currently owned by institutional investors.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $147.16 on Friday. The firm has a market cap of $110.69 billion, a PE ratio of 16.52 and a beta of 1.01. The firm’s 50 day simple moving average is $141.42 and its 200-day simple moving average is $133.00. iShares Core S&P Small-Cap ETF has a one year low of $107.08 and a one year high of $149.35.

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.