ETFs

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

Published January 9, 2025

Fulton Bank N.A. has recently expanded its stake in the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 8.0% as reported in its latest Form 13F filed with the Securities and Exchange Commission. As a result of this investment strategy, the bank now holds a total of 12,736 shares of the ETF after acquiring an additional 947 shares in the last quarter. The value of Fulton Bank N.A.’s investment in the iShares Core S&P Small-Cap ETF was approximately $1,467,000 based on the information provided in the most recent filing with the SEC.

In addition to Fulton Bank N.A., several other institutional investors have also adjusted their positions regarding the iShares Core S&P Small-Cap ETF. For instance, Ironwood Wealth Management LLC increased its position by 2.7% during the second quarter, now owning 102,190 shares valued at $10,900,000 following the purchase of an extra 2,705 shares. Likewise, Acadian Asset Management LLC significantly raised its stake by 70.5%, acquiring 19,430 shares worth about $2,072,000 after adding 8,035 shares during the same period.

Coldstream Capital Management Inc. also made noteworthy adjustments, increasing its holdings in the ETF by 16.3%, bringing its share count to 13,692, valued at $1,460,000 after obtaining an additional 1,917 shares. Moreover, Headlands Technologies LLC is a new investor in the fund, investing $165,000, while Blue Square Asset Management LLC increased its holdings by 17.3%, now owning 112,678 shares worth around $12,018,000 after acquiring an additional 16,625 shares.

iShares Core S&P Small-Cap ETF Performance Overview

As for the trading performance, the iShares Core S&P Small-Cap ETF's shares were listed at $115.39 on Thursday. The ETF boasts a market capitalization of $83.72 billion, a price-to-earnings (P/E) ratio of 12.95, and a beta of 1.16. The moving averages indicate that the stock has seen performances with a fifty-day moving average of $120.70 and a 200-day moving average at $115.84. The ETF has recorded a 52-week low of $101.50 and a 52-week high of $128.61.

Understanding the 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 mirror the price and yield performance of the Standard & Poor’s SmallCap 600 Index, which tracks the performance of publicly traded companies within the small-cap sector of the U.S. equity market.

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For more information on iShares Core S&P Small-Cap ETF holdings and updates, consider visiting financial analysis platforms.

Fulton, Bank, ETF