Vaughan Nelson Investment Management L.P. Increases Stake in iShares Russell 2000 Value ETF $IWN

Vaughan Nelson Investment Management L.P. lifted its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,108,920 shares of the company’s stock after buying an additional 2,550 shares during the quarter. iShares Russell 2000 Value ETF makes up approximately 2.1% of Vaughan Nelson Investment Management L.P.’s portfolio, making the stock its 4th biggest holding. Vaughan Nelson Investment Management L.P. owned approximately 1.73% of iShares Russell 2000 Value ETF worth $210,240,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Triad Wealth Partners LLC increased its holdings in iShares Russell 2000 Value ETF by 4.9% during the 1st quarter. Triad Wealth Partners LLC now owns 2,412 shares of the company’s stock worth $457,000 after acquiring an additional 112 shares during the period. McClarren Financial Advisors Inc. purchased a new stake in iShares Russell 2000 Value ETF in the first quarter valued at approximately $209,000. Diversified Trust Co raised its position in shares of iShares Russell 2000 Value ETF by 11.7% during the 1st quarter. Diversified Trust Co now owns 2,369 shares of the company’s stock valued at $449,000 after buying an additional 249 shares in the last quarter. Hsbc Holdings PLC lifted its stake in iShares Russell 2000 Value ETF by 425.5% during the fourth quarter. Hsbc Holdings PLC now owns 45,584 shares of the company’s stock worth $8,260,000 after purchasing an additional 36,910 shares during the last quarter. Finally, Rockefeller Capital Management L.P. lifted its stake in iShares Russell 2000 Value ETF by 52.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 194,904 shares of the company’s stock worth $35,319,000 after purchasing an additional 67,442 shares during the last quarter. 74.70% of the stock is currently owned by institutional investors.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $216.87 on Monday. The stock has a 50-day moving average price of $209.72 and a 200-day moving average price of $197.82. iShares Russell 2000 Value ETF has a 12-month low of $152.07 and a 12-month high of $220.35. The stock has a market capitalization of $14.01 billion, a P/E ratio of 14.35 and a beta of 1.02.

iShares Russell 2000 Value ETF Company 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.