Caerus Investment Advisors LLC Has $6.88 Million Stake in iShares Russell 2000 ETF $IWM

Caerus Investment Advisors LLC lessened its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,940 shares of the exchange traded fund’s stock after selling 2,538 shares during the period. iShares Russell 2000 ETF comprises about 2.2% of Caerus Investment Advisors LLC’s portfolio, making the stock its 7th largest holding. Caerus Investment Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $6,878,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. DSG Capital Advisors LLC acquired a new position in iShares Russell 2000 ETF during the 4th quarter worth approximately $1,354,000. Angeles Investment Advisors LLC increased its position in iShares Russell 2000 ETF by 29,431.2% during the 3rd quarter. Angeles Investment Advisors LLC now owns 224,142 shares of the exchange traded fund’s stock worth $54,233,000 after purchasing an additional 223,383 shares in the last quarter. Cobblestone Capital Advisors LLC NY increased its position in iShares Russell 2000 ETF by 22.5% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock worth $7,910,000 after purchasing an additional 6,002 shares in the last quarter. Capstone Wealth Management Group LLC acquired a new position in iShares Russell 2000 ETF during the 3rd quarter worth approximately $6,291,000. Finally, Westwood Wealth Management acquired a new position in iShares Russell 2000 ETF during the 4th quarter worth approximately $820,000.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $290.41 on Friday. iShares Russell 2000 ETF has a 1 year low of $206.81 and a 1 year high of $292.88. The company has a 50 day simple moving average of $276.97 and a 200 day simple moving average of $263.05. The stock has a market cap of $80.65 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11.

About iShares Russell 2000 ETF

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.