Orgel Wealth Management LLC Purchases New Holdings in iShares S&P SmallCap 600 Index (NYSEARCA:IJR)

Orgel Wealth Management LLC acquired a new stake in iShares S&P SmallCap 600 Index (NYSEARCA:IJR) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,205 shares of the exchange traded fund’s stock, valued at approximately $386,000. iShares S&P SmallCap 600 Index comprises approximately 0.1% of Orgel Wealth Management LLC’s portfolio, making the stock its 11th largest position.

Several other hedge funds also recently made changes to their positions in the company. Private Vista LLC raised its position in iShares S&P SmallCap 600 Index by 8,697.8% in the second quarter. Private Vista LLC now owns 20,838,673 shares of the exchange traded fund’s stock worth $12,102,000 after acquiring an additional 20,601,810 shares in the last quarter. FMR LLC raised its stake in shares of iShares S&P SmallCap 600 Index by 20.2% in the second quarter. FMR LLC now owns 12,135,479 shares of the exchange traded fund’s stock valued at $850,818,000 after purchasing an additional 2,036,878 shares in the last quarter. Scottrade Investment Management acquired a new position in shares of iShares S&P SmallCap 600 Index in the third quarter valued at $104,245,000. Sage Advisory Services Ltd.Co. raised its stake in shares of iShares S&P SmallCap 600 Index by 212.5% in the third quarter. Sage Advisory Services Ltd.Co. now owns 1,812,678 shares of the exchange traded fund’s stock valued at $134,446,000 after purchasing an additional 1,232,672 shares in the last quarter. Finally, Bessemer Group Inc. raised its stake in shares of iShares S&P SmallCap 600 Index by 229.9% in the second quarter. Bessemer Group Inc. now owns 1,557,532 shares of the exchange traded fund’s stock valued at $109,200,000 after purchasing an additional 1,085,381 shares in the last quarter.

Shares of iShares S&P SmallCap 600 Index (NYSEARCA:IJR) traded up $0.35 during trading hours on Thursday, reaching $76.27. The company’s stock had a trading volume of 1,887,500 shares, compared to its average volume of 2,859,006. iShares S&P SmallCap 600 Index has a 52-week low of $66.54 and a 52-week high of $78.34.

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About iShares S&P SmallCap 600 Index

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.

Institutional Ownership by Quarter for iShares S&P SmallCap 600 Index (NYSEARCA:IJR)

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