iShares Russell 2000 ETF (NYSEARCA:IWM) Position Increased by EP Wealth Advisors LLC

EP Wealth Advisors LLC raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,812 shares of the exchange traded fund’s stock after purchasing an additional 91 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $8,686,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IWM. RK Capital Management LLC bought a new position in iShares Russell 2000 ETF during the fourth quarter valued at about $4,917,000. Belpointe Asset Management LLC raised its stake in shares of iShares Russell 2000 ETF by 11.2% in the 4th quarter. Belpointe Asset Management LLC now owns 62,006 shares of the exchange traded fund’s stock valued at $12,445,000 after acquiring an additional 6,245 shares in the last quarter. CIBC Private Wealth Group LLC lifted its holdings in iShares Russell 2000 ETF by 5.6% in the 4th quarter. CIBC Private Wealth Group LLC now owns 585,500 shares of the exchange traded fund’s stock worth $117,516,000 after purchasing an additional 31,202 shares during the last quarter. Blueshift Asset Management LLC boosted its position in iShares Russell 2000 ETF by 29.6% during the fourth quarter. Blueshift Asset Management LLC now owns 87,160 shares of the exchange traded fund’s stock worth $17,494,000 after purchasing an additional 19,895 shares during the period. Finally, Tower Research Capital LLC TRC grew its holdings in iShares Russell 2000 ETF by 38,539.5% during the fourth quarter. Tower Research Capital LLC TRC now owns 120,169 shares of the exchange traded fund’s stock valued at $24,119,000 after purchasing an additional 119,858 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA:IWM opened at $220.89 on Tuesday. The company’s 50 day moving average is $215.19 and its 200-day moving average is $207.89. iShares Russell 2000 ETF has a 12 month low of $161.67 and a 12 month high of $228.63.

iShares Russell 2000 ETF Company Profile

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index.