iShares Russell 2000 (IWM) Shares Bought by D. Scott Neal Inc.

D. Scott Neal Inc. grew its position in iShares Russell 2000 (NYSEARCA:IWM) by 17.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 143,342 shares of the exchange traded fund’s stock after acquiring an additional 21,005 shares during the quarter. iShares Russell 2000 comprises 13.1% of D. Scott Neal Inc.’s holdings, making the stock its 2nd largest position. D. Scott Neal Inc. owned 0.05% of iShares Russell 2000 worth $21,854,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Farmers National Bank lifted its position in iShares Russell 2000 by 21.3% during the fourth quarter. Farmers National Bank now owns 5,026 shares of the exchange traded fund’s stock worth $101,000 after buying an additional 881 shares in the last quarter. Tiedemann Wealth Management LLC lifted its position in iShares Russell 2000 by 33.3% during the third quarter. Tiedemann Wealth Management LLC now owns 14,757 shares of the exchange traded fund’s stock worth $115,000 after buying an additional 3,685 shares in the last quarter. Gradient Investments LLC purchased a new position in iShares Russell 2000 during the fourth quarter worth approximately $117,000. FNY Managed Accounts LLC purchased a new position in iShares Russell 2000 during the third quarter worth approximately $118,000. Finally, Price Wealth Management Inc. acquired a new stake in iShares Russell 2000 during the fourth quarter worth $123,000.

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IWM stock traded up $1.03 during midday trading on Thursday, hitting $154.74. 14,386,609 shares of the company’s stock were exchanged, compared to its average volume of 25,257,998. iShares Russell 2000 has a 1-year low of $133.66 and a 1-year high of $160.63.

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iShares Russell 2000 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.

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

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