Waverly Advisors LLC Has $36.77 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Waverly Advisors LLC boosted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 37.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 166,428 shares of the exchange traded fund’s stock after purchasing an additional 45,544 shares during the period. Waverly Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $36,774,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. JPMorgan Chase & Co. raised its position in iShares Russell 2000 ETF by 50.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock worth $952,788,000 after purchasing an additional 1,446,443 shares during the last quarter. Grassi Investment Management increased its stake in shares of iShares Russell 2000 ETF by 7.0% in the 4th quarter. Grassi Investment Management now owns 6,417 shares of the exchange traded fund’s stock valued at $1,418,000 after buying an additional 420 shares during the period. Ritholtz Wealth Management increased its stake in shares of iShares Russell 2000 ETF by 7.7% in the 4th quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock valued at $503,000 after buying an additional 162 shares during the period. Premier Path Wealth Partners LLC bought a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth $236,000. Finally, Ameritas Advisory Services LLC lifted its stake in shares of iShares Russell 2000 ETF by 4.1% during the fourth quarter. Ameritas Advisory Services LLC now owns 13,499 shares of the exchange traded fund’s stock valued at $2,983,000 after acquiring an additional 534 shares during the period.

iShares Russell 2000 ETF Stock Down 0.4%

iShares Russell 2000 ETF stock opened at $208.97 on Tuesday. The business’s 50-day simple moving average is $196.14 and its 200 day simple moving average is $215.61. The stock has a market cap of $63.16 billion, a price-to-earnings ratio of 16.84 and a beta of 1.12. iShares Russell 2000 ETF has a 12-month low of $171.73 and a 12-month high of $244.98.

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.