Tobias Financial Advisors Inc. Increases Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Tobias Financial Advisors Inc. raised its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,683 shares of the company’s stock after acquiring an additional 919 shares during the period. iShares Russell 2000 Value ETF makes up 1.8% of Tobias Financial Advisors Inc.’s portfolio, making the stock its 16th biggest position. Tobias Financial Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,589,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of IWN. Richard Bernstein Advisors LLC grew its position in iShares Russell 2000 Value ETF by 184.5% during the first quarter. Richard Bernstein Advisors LLC now owns 1,737,266 shares of the company’s stock valued at $277,041,000 after acquiring an additional 1,126,725 shares during the period. Ameriprise Financial Inc. grew its position in iShares Russell 2000 Value ETF by 134.2% during the first quarter. Ameriprise Financial Inc. now owns 1,442,388 shares of the company’s stock valued at $230,096,000 after acquiring an additional 826,612 shares during the period. TIAA FSB lifted its stake in shares of iShares Russell 2000 Value ETF by 19.8% during the second quarter. TIAA FSB now owns 3,374,592 shares of the company’s stock worth $559,406,000 after purchasing an additional 556,720 shares in the last quarter. Morgan Stanley lifted its stake in shares of iShares Russell 2000 Value ETF by 6.7% during the first quarter. Morgan Stanley now owns 8,077,696 shares of the company’s stock worth $1,288,151,000 after purchasing an additional 510,683 shares in the last quarter. Finally, Lombard Odier Asset Management USA Corp acquired a new position in shares of iShares Russell 2000 Value ETF during the first quarter worth about $54,794,000.

Shares of IWN opened at $160.86 on Monday. The stock’s 50-day moving average is $160.41 and its two-hundred day moving average is $162.78. iShares Russell 2000 Value ETF has a 12 month low of $95.03 and a 12 month high of $174.59.

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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