Blue Trust Inc. Has $1.84 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Blue Trust Inc. raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 74.0% in the fourth quarter, Holdings Channel reports. The firm owned 7,464 shares of the exchange traded fund’s stock after acquiring an additional 3,175 shares during the quarter. Blue Trust Inc.’s holdings in iShares Russell 2000 ETF were worth $1,837,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Rafferty Asset Management LLC boosted its holdings in shares of iShares Russell 2000 ETF by 10.6% in the 2nd quarter. Rafferty Asset Management LLC now owns 6,747,829 shares of the exchange traded fund’s stock valued at $1,456,114,000 after buying an additional 648,801 shares during the last quarter. Holocene Advisors LP bought a new position in shares of iShares Russell 2000 ETF in the second quarter valued at $1,230,003,000. Durable Capital Partners LP increased its holdings in iShares Russell 2000 ETF by 105.5% during the second quarter. Durable Capital Partners LP now owns 2,596,668 shares of the exchange traded fund’s stock worth $560,335,000 after buying an additional 1,333,316 shares during the last quarter. Treasurer of the State of North Carolina raised its position in iShares Russell 2000 ETF by 38.2% during the second quarter. Treasurer of the State of North Carolina now owns 2,015,990 shares of the exchange traded fund’s stock worth $435,030,000 after acquiring an additional 557,755 shares in the last quarter. Finally, Envestnet Asset Management Inc. raised its position in iShares Russell 2000 ETF by 25.5% during the third quarter. Envestnet Asset Management Inc. now owns 1,967,246 shares of the exchange traded fund’s stock worth $475,995,000 after acquiring an additional 400,017 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM stock opened at $251.29 on Friday. The company has a fifty day moving average price of $257.00 and a two-hundred day moving average price of $251.00. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $271.60. The stock has a market cap of $71.58 billion, a P/E ratio of 17.69 and a beta of 1.13.

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.