iShares Russell 2000 ETF (IWM) Stake Increased by Gradient Capital Advisors LLC

Gradient Capital Advisors LLC lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 22.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,360 shares of the exchange traded fund’s stock after buying an additional 427 shares during the quarter. Gradient Capital Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $398,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. CX Institutional bought a new position in iShares Russell 2000 ETF during the second quarter worth $962,000. BKD Wealth Advisors LLC lifted its stake in iShares Russell 2000 ETF by 1.5% during the second quarter. BKD Wealth Advisors LLC now owns 20,955 shares of the exchange traded fund’s stock worth $3,432,000 after purchasing an additional 300 shares during the last quarter. Lincoln Capital LLC bought a new position in iShares Russell 2000 ETF during the second quarter worth $203,000. Atria Investments LLC lifted its stake in iShares Russell 2000 ETF by 2.1% during the second quarter. Atria Investments LLC now owns 32,102 shares of the exchange traded fund’s stock worth $5,257,000 after purchasing an additional 675 shares during the last quarter. Finally, TRUE Private Wealth Advisors bought a new position in iShares Russell 2000 ETF during the second quarter worth $216,000.

Shares of IWM opened at $154.08 on Friday. iShares Russell 2000 ETF has a 12-month low of $142.50 and a 12-month high of $173.39.

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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.

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

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