iShares Russell 2000 ETF $IWM is Money Concepts Capital Corp’s 2nd Largest Position

Money Concepts Capital Corp raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3,781.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 362,910 shares of the exchange traded fund’s stock after buying an additional 353,560 shares during the quarter. iShares Russell 2000 ETF makes up approximately 5.0% of Money Concepts Capital Corp’s portfolio, making the stock its 2nd biggest position. Money Concepts Capital Corp owned approximately 0.13% of iShares Russell 2000 ETF worth $89,334,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DSG Capital Advisors LLC acquired a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at approximately $1,354,000. Angeles Investment Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF by 29,431.2% in the third quarter. Angeles Investment Advisors LLC now owns 224,142 shares of the exchange traded fund’s stock valued at $54,233,000 after purchasing an additional 223,383 shares during the period. Cobblestone Capital Advisors LLC NY increased its holdings in shares of iShares Russell 2000 ETF by 22.5% in the third quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock valued at $7,910,000 after purchasing an additional 6,002 shares during the period. Capstone Wealth Management Group LLC acquired a new position in shares of iShares Russell 2000 ETF in the third quarter valued at approximately $6,291,000. Finally, Citizens Financial Group Inc. RI increased its holdings in shares of iShares Russell 2000 ETF by 1.1% in the third quarter. Citizens Financial Group Inc. RI now owns 386,528 shares of the exchange traded fund’s stock valued at $93,524,000 after purchasing an additional 4,061 shares during the period.

iShares Russell 2000 ETF Trading Up 0.4%

NYSEARCA:IWM opened at $285.33 on Tuesday. The firm has a market cap of $79.24 billion, a P/E ratio of 17.69 and a beta of 1.11. The stock’s 50 day simple moving average is $261.23 and its 200-day simple moving average is $256.04. iShares Russell 2000 ETF has a 12-month low of $199.65 and a 12-month high of $287.58.

iShares Russell 2000 ETF Company 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.