Rothschild & Co. Asset Management US Inc. Increases Stake in iShares Russell 2000 Value ETF (IWN)

Rothschild & Co. Asset Management US Inc. lifted its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 114.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,735 shares of the company’s stock after purchasing an additional 13,715 shares during the period. Rothschild & Co. Asset Management US Inc.’s holdings in iShares Russell 2000 Value ETF were worth $3,423,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Carnick & Kubik Group LLC lifted its holdings in iShares Russell 2000 Value ETF by 8.1% in the second quarter. Carnick & Kubik Group LLC now owns 5,086 shares of the company’s stock valued at $671,000 after buying an additional 383 shares during the period. Dakota Wealth Management lifted its holdings in iShares Russell 2000 Value ETF by 4.5% in the second quarter. Dakota Wealth Management now owns 8,871 shares of the company’s stock valued at $1,170,000 after buying an additional 384 shares during the period. Concentric Wealth Management LLC lifted its holdings in iShares Russell 2000 Value ETF by 0.9% in the second quarter. Concentric Wealth Management LLC now owns 43,810 shares of the company’s stock valued at $5,779,000 after buying an additional 409 shares during the period. FTB Advisors Inc. lifted its holdings in iShares Russell 2000 Value ETF by 8.0% in the second quarter. FTB Advisors Inc. now owns 5,645 shares of the company’s stock valued at $743,000 after buying an additional 417 shares during the period. Finally, Rhumbline Advisers lifted its holdings in iShares Russell 2000 Value ETF by 11.7% in the second quarter. Rhumbline Advisers now owns 4,039 shares of the company’s stock valued at $533,000 after buying an additional 422 shares during the period.

Shares of NYSEARCA IWN opened at $122.56 on Friday. iShares Russell 2000 Value ETF has a fifty-two week low of $116.72 and a fifty-two week high of $137.85.

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iShares Russell 2000 Value ETF Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.

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

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