Ball & Co Wealth Management Inc. Cuts Position in iShares Russell 2000 ETF $IWM

Ball & Co Wealth Management Inc. cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 43.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,940 shares of the exchange traded fund’s stock after selling 3,737 shares during the period. iShares Russell 2000 ETF makes up approximately 0.8% of Ball & Co Wealth Management Inc.’s holdings, making the stock its 14th largest holding. Ball & Co Wealth Management Inc.’s holdings in iShares Russell 2000 ETF were worth $1,217,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Rafferty Asset Management LLC increased its holdings in iShares Russell 2000 ETF by 10.6% in the second 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 in the last quarter. Durable Capital Partners LP increased its holdings in iShares Russell 2000 ETF by 105.5% in the second quarter. Durable Capital Partners LP now owns 2,596,668 shares of the exchange traded fund’s stock valued at $560,335,000 after buying an additional 1,333,316 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in iShares Russell 2000 ETF by 25.5% in the third quarter. Envestnet Asset Management Inc. now owns 1,967,246 shares of the exchange traded fund’s stock valued at $475,995,000 after buying an additional 400,017 shares in the last quarter. Varma Mutual Pension Insurance Co increased its holdings in iShares Russell 2000 ETF by 926.9% in the third quarter. Varma Mutual Pension Insurance Co now owns 1,458,061 shares of the exchange traded fund’s stock valued at $352,792,000 after buying an additional 1,316,074 shares in the last quarter. Finally, Cibc World Market Inc. increased its holdings in iShares Russell 2000 ETF by 0.4% in the third quarter. Cibc World Market Inc. now owns 1,370,202 shares of the exchange traded fund’s stock valued at $331,534,000 after buying an additional 4,926 shares in the last quarter.

iShares Russell 2000 ETF Trading Up 1.4%

Shares of iShares Russell 2000 ETF stock opened at $265.07 on Tuesday. iShares Russell 2000 ETF has a 12-month low of $180.76 and a 12-month high of $271.60. The stock has a market cap of $74.18 billion, a PE ratio of 17.69 and a beta of 1.09. The company has a 50-day moving average of $256.26 and a two-hundred day moving average of $251.94.

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.