Auour Investments LLC lifted its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 26.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,467 shares of the exchange traded fund’s stock after purchasing an additional 3,468 shares during the period. iShares Russell 2000 ETF accounts for approximately 1.3% of Auour Investments LLC’s holdings, making the stock its 21st largest position. Auour Investments LLC’s holdings in iShares Russell 2000 ETF were worth $4,054,000 as of its most recent SEC filing.
Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in iShares Russell 2000 ETF by 2.6% during the fourth quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after purchasing an additional 2,221 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of iShares Russell 2000 ETF by 13.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after buying an additional 1,431 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of iShares Russell 2000 ETF by 16.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock worth $1,855,000 after buying an additional 1,300 shares during the period. FSC Wealth Advisors LLC lifted its position in shares of iShares Russell 2000 ETF by 416.6% during the 2nd quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after buying an additional 18,157 shares in the last quarter. Finally, American Century Companies Inc. lifted its position in shares of iShares Russell 2000 ETF by 34.4% during the 2nd quarter. American Century Companies Inc. now owns 25,000 shares of the exchange traded fund’s stock valued at $5,395,000 after buying an additional 6,400 shares in the last quarter.
Key iShares Russell 2000 ETF News
Here are the key news stories impacting iShares Russell 2000 ETF this week:
- Positive Sentiment: Small caps are outperforming large caps year‑to‑date, supporting demand for IWM as investors rotate away from mega‑cap tech into more domestically focused, cyclical small companies. This thematic shift helps explain buying interest in IWM. Article Title
- Neutral Sentiment: Investor guides and coverage are highlighting IWM as the primary ETF for U.S. small caps, which can raise visibility and flows but is informational rather than an immediate price catalyst. Article Title
- Negative Sentiment: Short interest surged in March to ~101.4M shares (a ~26.9% increase from late February), representing roughly 35.6% of shares sold short and a days‑to‑cover of ~1.8 based on average volume — signaling elevated bearish positioning that can pressure the ETF or create squeeze risk.
- Negative Sentiment: Fear/volatility is rising: S&P futures and Nasdaq futures pulled back amid headlines that cooled optimism about possible geopolitical progress, and the VIX has climbed toward the high‑20s. Higher market volatility tends to hurt risk‑sensitive small caps and can cap further gains in IWM. Article Title Article Title
- Negative Sentiment: Analysts note the Russell 2000 has slipped into a correction in recent weeks, with economic slowdown and an oil shock cited as drivers — a reminder that underlying small‑cap fundamentals remain vulnerable. Hedging or defensive positioning could weigh on IWM if this trend continues. Article Title
iShares Russell 2000 ETF Trading Up 0.5%
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.
See Also
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