Bailard Inc. Has $82.55 Million Stock Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Bailard Inc. trimmed its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 502,799 shares of the company’s stock after selling 4,138 shares during the quarter. iShares Russell 2000 Value ETF accounts for approximately 2.1% of Bailard Inc.’s investment portfolio, making the stock its 7th largest holding. Bailard Inc.’s holdings in iShares Russell 2000 Value ETF were worth $82,545,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in IWN. Pinnacle Associates Ltd. lifted its position in shares of iShares Russell 2000 Value ETF by 100.9% during the third quarter. Pinnacle Associates Ltd. now owns 7,793 shares of the company’s stock worth $1,210,000 after purchasing an additional 3,913 shares during the last quarter. Diversify Wealth Management LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the third quarter valued at $234,000. Financial Advocates Investment Management increased its stake in shares of iShares Russell 2000 Value ETF by 4.4% during the third quarter. Financial Advocates Investment Management now owns 3,458 shares of the company’s stock valued at $577,000 after buying an additional 147 shares during the period. Creative Financial Designs Inc. ADV increased its stake in shares of iShares Russell 2000 Value ETF by 153.9% during the third quarter. Creative Financial Designs Inc. ADV now owns 579 shares of the company’s stock valued at $97,000 after buying an additional 351 shares during the period. Finally, Lowe Brockenbrough & Co. Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 1.4% during the third quarter. Lowe Brockenbrough & Co. Inc. now owns 13,347 shares of the company’s stock valued at $2,227,000 after buying an additional 188 shares during the period.

iShares Russell 2000 Value ETF Trading Up 0.8 %

Shares of iShares Russell 2000 Value ETF stock opened at $161.10 on Friday. The firm has a market cap of $11.84 billion, a P/E ratio of 14.54 and a beta of 1.17. iShares Russell 2000 Value ETF has a 12 month low of $145.71 and a 12 month high of $183.51. The stock’s fifty day moving average price is $165.58 and its 200-day moving average price is $167.68.

iShares Russell 2000 Value ETF Company 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.