Capital Directions Investment Advisors LLC Grows Holdings in iShares Russell 2000 ETF (IWM)

Capital Directions Investment Advisors LLC raised its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 5.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 301,197 shares of the exchange traded fund’s stock after acquiring an additional 15,599 shares during the period. iShares Russell 2000 ETF makes up 15.4% of Capital Directions Investment Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Capital Directions Investment Advisors LLC owned approximately 0.10% of iShares Russell 2000 ETF worth $50,767,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. SigFig Wealth Management LLC acquired a new position in shares of iShares Russell 2000 ETF during the second quarter valued at about $1,244,000. Fiera Capital Corp raised its position in iShares Russell 2000 ETF by 17.6% in the second quarter. Fiera Capital Corp now owns 13,686 shares of the exchange traded fund’s stock worth $2,241,000 after purchasing an additional 2,046 shares in the last quarter. Price Capital Management Inc. acquired a new position in iShares Russell 2000 ETF in the second quarter worth about $311,000. Financial Counselors Inc. raised its position in iShares Russell 2000 ETF by 5.0% in the second quarter. Financial Counselors Inc. now owns 22,927 shares of the exchange traded fund’s stock worth $3,755,000 after purchasing an additional 1,087 shares in the last quarter. Finally, Sei Investments Co. raised its position in iShares Russell 2000 ETF by 37.1% in the second quarter. Sei Investments Co. now owns 74,286 shares of the exchange traded fund’s stock worth $12,166,000 after purchasing an additional 20,099 shares in the last quarter.

NYSEARCA:IWM opened at $147.20 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 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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