Aegis Wealth Management LLC Reduces Holdings in iShares Russell 2000 ETF $IWM

Aegis Wealth Management LLC lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 16.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,189 shares of the exchange traded fund’s stock after selling 2,719 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 2.0% of Aegis Wealth Management LLC’s holdings, making the stock its 15th biggest holding. Aegis Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $3,493,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CTC LLC grew its stake in shares of iShares Russell 2000 ETF by 102.5% during the third quarter. CTC LLC now owns 339,320 shares of the exchange traded fund’s stock valued at $82,102,000 after acquiring an additional 13,804,173 shares in the last quarter. Holocene Advisors LP acquired a new stake in iShares Russell 2000 ETF during the 2nd quarter valued at approximately $1,230,003,000. Durable Capital Partners LP grew its stake in iShares Russell 2000 ETF by 105.5% during the 2nd quarter. Durable Capital Partners LP now owns 2,596,668 shares of the exchange traded fund’s stock valued at $560,335,000 after purchasing an additional 1,333,316 shares in the last quarter. Varma Mutual Pension Insurance Co increased its holdings in iShares Russell 2000 ETF by 926.9% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 1,458,061 shares of the exchange traded fund’s stock worth $352,792,000 after purchasing an additional 1,316,074 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd purchased a new stake in iShares Russell 2000 ETF during the 3rd quarter worth approximately $225,507,000.

iShares Russell 2000 ETF Stock Down 1.8%

Shares of IWM opened at $243.10 on Friday. The firm has a market cap of $69.25 billion, a price-to-earnings ratio of 17.69 and a beta of 1.13. The business’s 50 day moving average is $258.55 and its two-hundred day moving average is $250.85. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $271.60.

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.