iShares Russell 2000 ETF (IWM) Shares Bought by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 78,986 shares of the exchange traded fund’s stock after acquiring an additional 5,045 shares during the quarter. iShares Russell 2000 ETF comprises 1.6% of Valeo Financial Advisors LLC’s holdings, making the stock its 10th largest position. Valeo Financial Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $11,849,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Morgan Stanley increased its holdings in shares of iShares Russell 2000 ETF by 34.0% in the second quarter. Morgan Stanley now owns 18,717,811 shares of the exchange traded fund’s stock valued at $3,065,416,000 after purchasing an additional 4,747,778 shares during the last quarter. Senator Investment Group LP acquired a new stake in shares of iShares Russell 2000 ETF in the second quarter valued at approximately $1,392,045,000. Schroder Investment Management Group increased its holdings in shares of iShares Russell 2000 ETF by 1,591.8% in the second quarter. Schroder Investment Management Group now owns 3,447,968 shares of the exchange traded fund’s stock valued at $76,744,000 after purchasing an additional 3,244,164 shares during the last quarter. Natixis increased its holdings in shares of iShares Russell 2000 ETF by 22.2% in the second quarter. Natixis now owns 3,306,353 shares of the exchange traded fund’s stock valued at $539,527,000 after purchasing an additional 601,290 shares during the last quarter. Finally, Personal Capital Advisors Corp increased its holdings in shares of iShares Russell 2000 ETF by 6.1% in the third quarter. Personal Capital Advisors Corp now owns 2,509,187 shares of the exchange traded fund’s stock valued at $422,923,000 after purchasing an additional 144,291 shares during the last quarter.

NYSEARCA:IWM opened at $154.00 on Friday. iShares Russell 2000 ETF has a one year low of $142.50 and a one year high of $173.39.

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.

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

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