SimpliFi Inc. Has $16.17 Million Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

SimpliFi Inc. decreased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWMFree Report) by 3.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,204 shares of the exchange traded fund’s stock after selling 2,536 shares during the period. iShares Russell 2000 ETF makes up about 7.2% of SimpliFi Inc.’s investment portfolio, making the stock its 4th largest holding. SimpliFi Inc.’s holdings in iShares Russell 2000 ETF were worth $16,170,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in IWM. NorthCrest Asset Manangement LLC raised its position in shares of iShares Russell 2000 ETF by 0.3% during the second quarter. NorthCrest Asset Manangement LLC now owns 18,080 shares of the exchange traded fund’s stock worth $3,668,000 after acquiring an additional 46 shares during the last quarter. Continuum Advisory LLC grew its holdings in iShares Russell 2000 ETF by 0.4% during the 2nd quarter. Continuum Advisory LLC now owns 12,337 shares of the exchange traded fund’s stock worth $2,503,000 after acquiring an additional 47 shares during the period. Paragon Financial Partners Inc. raised its position in shares of iShares Russell 2000 ETF by 3.2% in the 2nd quarter. Paragon Financial Partners Inc. now owns 1,571 shares of the exchange traded fund’s stock worth $319,000 after acquiring an additional 48 shares in the last quarter. Obermeyer Wood Investment Counsel Lllp lifted its stake in shares of iShares Russell 2000 ETF by 0.9% in the 1st quarter. Obermeyer Wood Investment Counsel Lllp now owns 5,623 shares of the exchange traded fund’s stock valued at $1,183,000 after purchasing an additional 49 shares during the period. Finally, Renasant Bank boosted its position in shares of iShares Russell 2000 ETF by 4.3% during the 1st quarter. Renasant Bank now owns 1,183 shares of the exchange traded fund’s stock valued at $249,000 after purchasing an additional 49 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 0.9 %

Shares of IWM stock opened at $219.28 on Thursday. iShares Russell 2000 ETF has a fifty-two week low of $161.67 and a fifty-two week high of $228.63. The stock has a 50 day simple moving average of $217.76 and a two-hundred day simple moving average of $209.63.

iShares Russell 2000 ETF Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for iShares Russell 2000 ETF (NYSEARCA:IWM)

Receive News & Ratings for iShares Russell 2000 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 ETF and related companies with MarketBeat.com's FREE daily email newsletter.