Massachusetts Mutual Life Insurance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Massachusetts Mutual Life Insurance’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$443K	Buy	+7,508	New	+$430K	0.5%	39
2013 Q4	–	Sell	-18,032	Closed	-$900K	–	49
2013 Q3	$900K	Buy	+18,032	New	+$871K	0.86%	30

Other funds holding IJR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Massachusetts Mutual Life Insurance's IJR Position: Q1 2015 in Review

Massachusetts Mutual Life Insurance opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q1 2015: 7,508 shares worth $443K. The stake represents 0.5% of the portfolio and ranks #39 among its holdings. This is a return to the name: Massachusetts Mutual Life Insurance previously reported a position in IJR as recently as Q3 2013.

Massachusetts Mutual Life Insurance first reported a position in IJR in Q3 2013 and has held it in 2 quarters since. The position peaked at $900K in Q3 2013. 608 funds tracked by Wall St. Rank hold IJR as of Q1 2015.

Massachusetts Mutual Life Insurance held 7,508 shares of iShares Core S&P Small-Cap ETF worth $443K as of Q1 2015.
iShares Core S&P Small-Cap ETF was a new Massachusetts Mutual Life Insurance position in Q1 2015.
iShares Core S&P Small-Cap ETF made up 0.5% of Massachusetts Mutual Life Insurance's portfolio in Q1 2015, its #39 holding.
Massachusetts Mutual Life Insurance first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 2 quarters since.
Massachusetts Mutual Life Insurance's iShares Core S&P Small-Cap ETF position peaked at $900K in Q3 2013.
608 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2015.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q1 2015, filed 16 Apr 2015.