ETFs

Fulton Bank N.A. Increases Holdings in iShares Core S&P Small-Cap ETF

Published January 9, 2025

Fulton Bank N.A. has expanded its investment in the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.0% during the fourth quarter, as per its latest Form 13F filing with the Securities and Exchange Commission. Following this increase, the bank now holds 12,736 shares of the ETF after acquiring an additional 947 shares in the recent quarter. The total value of Fulton Bank N.A.'s investment in the iShares Core S&P Small-Cap ETF stands at approximately $1,467,000 according to their most recent SEC filing.

In addition to Fulton Bank N.A., several other institutional investors have also adjusted their stakes in the iShares Core S&P Small-Cap ETF. For instance, Ironwood Wealth Management LLC raised its holdings by 2.7% during the second quarter, bringing its total to 102,190 shares worth about $10,900,000 after adding 2,705 shares during that timeframe. Acadian Asset Management LLC notably increased its investment by 70.5% in the same period, accumulating 19,430 shares valued at $2,072,000 after acquiring an extra 8,035 shares.

Coldstream Capital Management Inc. increased its stake in the ETF by 16.3% in the second quarter, now owning 13,692 shares valued at $1,460,000 following the addition of 1,917 shares. Furthermore, Headlands Technologies LLC established a new position in the iShares Core S&P Small-Cap ETF worth $165,000. Similarly, Blue Square Asset Management LLC also increased its holdings by 17.3% in the second quarter, owning 112,678 shares valued at $12,018,000 after purchasing an additional 16,625 shares.

Performance of the iShares Core S&P Small-Cap ETF

As of Thursday, the shares of NYSEARCA IJR opened at $115.39. This ETF has a market capitalization of $83.72 billion, with a price-to-earnings (P/E) ratio of 12.95 and a beta of 1.16. Its fifty-day moving average stands at $120.70, while the 200-day moving average is $115.84. The ETF has experienced a 52-week low of $101.50 and a high of $128.61.

About the iShares Core S&P Small-Cap ETF

The iShares Core S&P Small-Cap ETF, formerly known as iShares S&P SmallCap 600 Index Fund, aims to replicate the performance of the Standard & Poor’s SmallCap 600 Index. This index tracks the performance of publicly traded small-cap securities in the United States equity market.

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For detailed insights into the institutional investors holding iShares Core S&P Small-Cap ETF, you may visit HoldingsChannel.com.

investment, ETF, finance