iShares Russell 2000 Value ETF $IWN is D.A. Davidson & CO.’s 9th Largest Position

D.A. Davidson & CO. lifted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,216,060 shares of the company’s stock after buying an additional 31,609 shares during the period. iShares Russell 2000 Value ETF makes up about 1.4% of D.A. Davidson & CO.’s holdings, making the stock its 9th biggest holding. D.A. Davidson & CO. owned 1.82% of iShares Russell 2000 Value ETF worth $215,012,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWN. First Command Advisory Services Inc. acquired a new stake in iShares Russell 2000 Value ETF during the second quarter worth about $26,000. Marshall & Sullivan Inc. WA purchased a new stake in shares of iShares Russell 2000 Value ETF during the 2nd quarter worth about $28,000. Semmax Financial Advisors Inc. grew its holdings in shares of iShares Russell 2000 Value ETF by 73.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 391 shares of the company’s stock worth $63,000 after purchasing an additional 165 shares during the period. Trust Co. of Toledo NA OH acquired a new stake in iShares Russell 2000 Value ETF during the 2nd quarter worth approximately $66,000. Finally, AlphaCore Capital LLC raised its holdings in iShares Russell 2000 Value ETF by 891.1% in the second quarter. AlphaCore Capital LLC now owns 446 shares of the company’s stock valued at $70,000 after buying an additional 401 shares during the period. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Up 0.9%

Shares of IWN stock opened at $182.87 on Monday. The stock has a market cap of $12.36 billion, a price-to-earnings ratio of 14.35 and a beta of 1.09. iShares Russell 2000 Value ETF has a fifty-two week low of $129.38 and a fifty-two week high of $190.20. The firm’s 50 day moving average price is $180.35 and its two-hundred day moving average price is $173.37.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.