ETFs

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

Published January 9, 2025

Fulton Bank N.A. has increased its investment in the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.0% during the 4th quarter, according to its latest Form 13F filing with the Securities and Exchange Commission. Following the latest purchase of 947 shares, the bank now holds a total of 12,736 shares of this exchange-traded fund. The value of Fulton Bank N.A.’s holdings in the iShares Core S&P Small-Cap ETF amounts to approximately $1,467,000, as indicated in their recent filing with the SEC.

In addition, other significant investors have also modified their stakes in the iShares Core S&P Small-Cap ETF. For example, Ironwood Wealth Management LLC reported a 2.7% increase in its holdings during the second quarter, bringing its total to 102,190 shares valued at $10,900,000 after acquiring an additional 2,705 shares. Acadian Asset Management LLC made a more substantial move, increasing its stake by 70.5% during the same period, now owning 19,430 shares worth $2,072,000 after purchasing 8,035 additional shares. Coldstream Capital Management Inc. also raised its investment by 16.3%, acquiring an extra 1,917 shares to hold a total of 13,692 shares valued at $1,460,000.

Furthermore, Headlands Technologies LLC entered the market with a new stake in the iShares Core S&P Small-Cap ETF valued at $165,000 during the second quarter. Blue Square Asset Management LLC has also seen a remarkable increase in its investments, growing its holdings by 17.3%, now owning 112,678 shares valued at $12,018,000 after purchasing 16,625 additional shares.

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

On Thursday, shares of the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) opened at $115.39. The ETF has a market capitalization of $83.72 billion and a P/E ratio of 12.95, exhibiting a beta of 1.16. The 50-day moving average stands at $120.70, while the 200-day moving average is $115.84. Over the past year, the ETF has reached a low of $101.50 and a high of $128.61.

Overview of iShares Core S&P Small-Cap ETF

The iShares Core S&P Small-Cap ETF, previously known as the iShares S&P SmallCap 600 Index Fund, aims to replicate the investment results that align generally with the performance of the Standard & Poor’s SmallCap 600 Index. This index reflects the performance of publicly traded securities within the small-capitalization sector of the U.S. equity market.

Investment, ETFs, Stocks