James Investment Research Inc. Increases Stock Holdings in iShares Russell 2000 ETF $IWM

James Investment Research Inc. raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,630 shares of the exchange traded fund’s stock after acquiring an additional 3,016 shares during the quarter. iShares Russell 2000 ETF accounts for about 1.0% of James Investment Research Inc.’s investment portfolio, making the stock its 23rd largest holding. James Investment Research Inc.’s holdings in iShares Russell 2000 ETF were worth $9,332,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in IWM. DSG Capital Advisors LLC purchased a new position in shares of iShares Russell 2000 ETF during the 4th quarter valued at approximately $1,354,000. Westwood Wealth Management bought a new stake in shares of iShares Russell 2000 ETF in the fourth quarter worth $820,000. Gryphon Financial Partners LLC increased its stake in shares of iShares Russell 2000 ETF by 62.7% in the fourth quarter. Gryphon Financial Partners LLC now owns 12,180 shares of the exchange traded fund’s stock worth $2,998,000 after buying an additional 4,696 shares during the last quarter. Apollon Wealth Management LLC raised its holdings in iShares Russell 2000 ETF by 26.4% in the fourth quarter. Apollon Wealth Management LLC now owns 14,877 shares of the exchange traded fund’s stock valued at $3,662,000 after acquiring an additional 3,107 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. raised its holdings in iShares Russell 2000 ETF by 214.3% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 87,762 shares of the exchange traded fund’s stock valued at $21,603,000 after acquiring an additional 59,835 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM stock opened at $299.32 on Thursday. The firm has a fifty day moving average of $286.59 and a two-hundred day moving average of $267.72. The firm has a market cap of $81.85 billion, a P/E ratio of 17.69 and a beta of 1.10. iShares Russell 2000 ETF has a 1-year low of $212.34 and a 1-year high of $302.72.

iShares Russell 2000 ETF 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.