Beacon Financial Group bought a new position in iShares Russell 2000 Index (NYSE:IWM) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 4,417 shares of the exchange traded fund’s stock, valued at approximately $655,000.

A number of other hedge funds have also recently added to or reduced their stakes in IWM. Osborne Partners Capital Management LLC purchased a new stake in iShares Russell 2000 Index in the 2nd quarter worth approximately $214,000. Investment Partners Ltd. OH ADV grew its stake in iShares Russell 2000 Index by 1.3% in the 2nd quarter. Investment Partners Ltd. OH ADV now owns 6,964 shares of the exchange traded fund’s stock worth $981,000 after acquiring an additional 90 shares during the period. Greenleaf Trust grew its stake in iShares Russell 2000 Index by 2,302.2% in the 2nd quarter. Greenleaf Trust now owns 38,748 shares of the exchange traded fund’s stock worth $5,460,000 after acquiring an additional 37,135 shares during the period. Berkshire Asset Management LLC PA grew its stake in iShares Russell 2000 Index by 10.9% in the 2nd quarter. Berkshire Asset Management LLC PA now owns 8,295 shares of the exchange traded fund’s stock worth $1,169,000 after acquiring an additional 816 shares during the period. Finally, Cue Financial Group Inc. grew its stake in iShares Russell 2000 Index by 4.3% in the 2nd quarter. Cue Financial Group Inc. now owns 4,841 shares of the exchange traded fund’s stock worth $682,000 after acquiring an additional 200 shares during the period.

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iShares Russell 2000 Index (NYSE:IWM) traded up 0.50% during mid-day trading on Wednesday, reaching $149.56. 8,366,439 shares of the company’s stock traded hands. The company has a 50-day moving average of $144.37 and a 200-day moving average of $140.27. iShares Russell 2000 Index has a 52-week low of $114.88 and a 52-week high of $150.68.

The company also recently declared a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were given a $0.3485 dividend. The ex-dividend date was Tuesday, September 26th. This represents a $1.39 annualized dividend and a dividend yield of 0.94%.

iShares Russell 2000 Index 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 (NYSE:IWM)

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