Evergreen Capital Management LLC Has $2.13 Million Stake in iShares Russell 2000 Index (IWM)

Evergreen Capital Management LLC lowered its position in shares of iShares Russell 2000 Index (NYSEARCA:IWM) by 2.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,019 shares of the exchange traded fund’s stock after selling 336 shares during the period. Evergreen Capital Management LLC’s holdings in iShares Russell 2000 Index were worth $2,129,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of IWM. Catalyst Capital Advisors LLC raised its stake in shares of iShares Russell 2000 Index by 29.7% during the fourth quarter. Catalyst Capital Advisors LLC now owns 1,975,008 shares of the exchange traded fund’s stock valued at $301,110,000 after purchasing an additional 452,011 shares during the period. Rice Hall James & Associates LLC purchased a new stake in shares of iShares Russell 2000 Index during the fourth quarter valued at approximately $707,000. Fisher Asset Management LLC raised its stake in shares of iShares Russell 2000 Index by 184.1% during the fourth quarter. Fisher Asset Management LLC now owns 6,960 shares of the exchange traded fund’s stock valued at $1,061,000 after purchasing an additional 4,510 shares during the period. Commerzbank Aktiengesellschaft FI raised its stake in shares of iShares Russell 2000 Index by 204.7% during the fourth quarter. Commerzbank Aktiengesellschaft FI now owns 5,845 shares of the exchange traded fund’s stock valued at $891,000 after purchasing an additional 3,927 shares during the period. Finally, Tarbox Family Office Inc. raised its stake in shares of iShares Russell 2000 Index by 3.2% during the fourth quarter. Tarbox Family Office Inc. now owns 58,839 shares of the exchange traded fund’s stock valued at $8,971,000 after purchasing an additional 1,833 shares during the period.

Shares of NYSEARCA:IWM opened at $161.74 on Monday. iShares Russell 2000 Index has a 12-month low of $134.12 and a 12-month high of $163.33.

iShares Russell 2000 Index 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.

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

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