Trek Financial LLC Buys New Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Trek Financial LLC bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,404 shares of the exchange traded fund’s stock, valued at approximately $250,000.

A number of other large investors also recently added to or reduced their stakes in IWM. Moneta Group Investment Advisors LLC lifted its stake in iShares Russell 2000 ETF by 113,180.6% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 334,806,395 shares of the exchange traded fund’s stock worth $58,376,843,000 after acquiring an additional 334,510,840 shares in the last quarter. Select Equity Group L.P. increased its stake in iShares Russell 2000 ETF by 100.0% during the fourth quarter. Select Equity Group L.P. now owns 2,081 shares of the exchange traded fund’s stock worth $363,000 after purchasing an additional 10,769,881 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of iShares Russell 2000 ETF by 293.7% during the first quarter. Envestnet Asset Management Inc. now owns 11,773,981 shares of the exchange traded fund’s stock worth $532,496,000 after purchasing an additional 8,783,166 shares in the last quarter. Twin Tree Management LP boosted its stake in shares of iShares Russell 2000 ETF by 106.6% in the first quarter. Twin Tree Management LP now owns 328,020 shares of the exchange traded fund’s stock valued at $58,519,000 after purchasing an additional 5,281,906 shares during the period. Finally, Banque Pictet & Cie SA grew its holdings in shares of iShares Russell 2000 ETF by 5,651.3% in the first quarter. Banque Pictet & Cie SA now owns 3,175,899 shares of the exchange traded fund’s stock valued at $566,580,000 after purchasing an additional 3,120,678 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 0.2 %

iShares Russell 2000 ETF stock opened at $183.92 on Monday. iShares Russell 2000 ETF has a 52-week low of $162.50 and a 52-week high of $199.26. The company’s 50 day moving average is $190.12 and its two-hundred day moving average is $182.73.

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.