Wellington Management Group LLP Increases Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Wellington Management Group LLP increased its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 29.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 157,330 shares of the company’s stock after buying an additional 35,353 shares during the quarter. Wellington Management Group LLP owned about 0.21% of iShares Russell 2000 Value ETF worth $25,829,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Financial Perspectives Inc lifted its stake in shares of iShares Russell 2000 Value ETF by 18.1% in the 4th quarter. Financial Perspectives Inc now owns 391 shares of the company’s stock worth $64,000 after acquiring an additional 60 shares during the period. Diversified Trust Co lifted its position in iShares Russell 2000 Value ETF by 3.0% in the fourth quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock valued at $345,000 after purchasing an additional 61 shares during the period. O Shaughnessy Asset Management LLC boosted its holdings in iShares Russell 2000 Value ETF by 1.9% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 3,598 shares of the company’s stock valued at $591,000 after purchasing an additional 67 shares in the last quarter. Asset Dedication LLC increased its position in iShares Russell 2000 Value ETF by 3.9% during the 4th quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock worth $297,000 after purchasing an additional 68 shares during the period. Finally, Creative Financial Designs Inc. ADV raised its stake in shares of iShares Russell 2000 Value ETF by 13.8% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 659 shares of the company’s stock worth $108,000 after buying an additional 80 shares in the last quarter.

iShares Russell 2000 Value ETF Price Performance

IWN opened at $135.15 on Tuesday. iShares Russell 2000 Value ETF has a 12 month low of $130.28 and a 12 month high of $183.51. The stock has a market capitalization of $9.88 billion, a P/E ratio of 13.99 and a beta of 1.18. The business has a 50 day simple moving average of $158.61 and a 200-day simple moving average of $165.54.

iShares Russell 2000 Value ETF Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.