iShares Russell 2000 ETF $IWM is Caerus Investment Advisors LLC’s 7th Largest Position

Caerus Investment Advisors LLC lowered its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 27,940 shares of the exchange traded fund’s stock after selling 2,538 shares during the period. iShares Russell 2000 ETF comprises about 2.2% of Caerus Investment Advisors LLC’s investment portfolio, making the stock its 7th biggest holding. Caerus Investment Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $6,878,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Great Valley Advisor Group Inc. increased its stake in iShares Russell 2000 ETF by 2.3% during the 4th quarter. Great Valley Advisor Group Inc. now owns 12,325 shares of the exchange traded fund’s stock valued at $3,034,000 after purchasing an additional 281 shares in the last quarter. Kovack Advisors Inc. grew its stake in shares of iShares Russell 2000 ETF by 586.4% in the fourth quarter. Kovack Advisors Inc. now owns 19,748 shares of the exchange traded fund’s stock worth $4,861,000 after acquiring an additional 16,871 shares during the period. Sepio Capital LP grew its stake in shares of iShares Russell 2000 ETF by 475.6% in the fourth quarter. Sepio Capital LP now owns 18,454 shares of the exchange traded fund’s stock worth $4,543,000 after acquiring an additional 15,248 shares during the period. Nuveen LLC grew its stake in shares of iShares Russell 2000 ETF by 124.5% in the fourth quarter. Nuveen LLC now owns 14,773 shares of the exchange traded fund’s stock worth $3,637,000 after acquiring an additional 8,193 shares during the period. Finally, Keel Point LLC grew its stake in shares of iShares Russell 2000 ETF by 1.2% in the fourth quarter. Keel Point LLC now owns 8,465 shares of the exchange traded fund’s stock worth $2,084,000 after acquiring an additional 103 shares during the period.

iShares Russell 2000 ETF Stock Up 3.0%

Shares of IWM stock opened at $290.41 on Friday. The company has a 50 day moving average price of $276.97 and a 200-day moving average price of $263.05. iShares Russell 2000 ETF has a 52 week low of $206.81 and a 52 week high of $292.88. The firm has a market capitalization of $80.65 billion, a PE ratio of 17.69 and a beta of 1.11.

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.