Orgel Wealth Management LLC Takes Position in iShares Russell 2000 ETF (NYSEARCA:IWM)


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Orgel Wealth Management LLC acquired a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,000 shares of the exchange traded fund’s stock, valued at approximately $221,000.

A number of other hedge funds also recently modified their holdings of the stock. Park Avenue Securities LLC increased its position in iShares Russell 2000 ETF by 472.8% during the first quarter. Park Avenue Securities LLC now owns 36,842 shares of the exchange traded fund’s stock worth $8,140,000 after purchasing an additional 30,410 shares during the last quarter. New England Investment & Retirement Group Inc. increased its position in shares of iShares Russell 2000 ETF by 70.9% in the first quarter. New England Investment & Retirement Group Inc. now owns 88,036 shares of the exchange traded fund’s stock worth $19,451,000 after acquiring an additional 36,519 shares in the last quarter. Hillcrest Wealth Advisors NY LLC increased its position in shares of iShares Russell 2000 ETF by 9.4% in the first quarter. Hillcrest Wealth Advisors NY LLC now owns 53,160 shares of the exchange traded fund’s stock worth $11,745,000 after acquiring an additional 4,580 shares in the last quarter. WASHINGTON TRUST Co increased its position in shares of iShares Russell 2000 ETF by 2.8% in the first quarter. WASHINGTON TRUST Co now owns 355,935 shares of the exchange traded fund’s stock worth $78,640,000 after acquiring an additional 9,854 shares in the last quarter. Finally, Delta Asset Management LLC TN increased its position in shares of iShares Russell 2000 ETF by 95.1% in the first quarter. Delta Asset Management LLC TN now owns 357 shares of the exchange traded fund’s stock worth $79,000 after acquiring an additional 174 shares in the last quarter. 94.94% of the stock is owned by hedge funds and other institutional investors.

Shares of IWM stock traded down $2.55 on Tuesday, hitting $223.44. The stock had a trading volume of 1,169,418 shares, compared to its average volume of 29,927,314. The stock’s 50 day moving average is $223.82 and its 200-day moving average is $208.70. iShares Russell 2000 ETF has a 52-week low of $117.18 and a 52-week high of $234.53.

About iShares Russell 2000 ETF

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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