Welch & Forbes LLC Has $6.82 Million Position in iShares Russell 2000 ETF (IWM)

Welch & Forbes LLC boosted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 13.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,464 shares of the exchange traded fund’s stock after buying an additional 4,690 shares during the period. Welch & Forbes LLC’s holdings in iShares Russell 2000 ETF were worth $6,820,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the stock. Morgan Stanley increased its position in iShares Russell 2000 ETF by 34.0% during the 2nd quarter. Morgan Stanley now owns 18,717,811 shares of the exchange traded fund’s stock valued at $3,065,416,000 after buying an additional 4,747,778 shares in the last quarter. Senator Investment Group LP bought a new position in iShares Russell 2000 ETF during the 2nd quarter valued at approximately $1,392,045,000. Schroder Investment Management Group increased its position in iShares Russell 2000 ETF by 1,591.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,447,968 shares of the exchange traded fund’s stock valued at $76,744,000 after buying an additional 3,244,164 shares in the last quarter. Natixis increased its position in iShares Russell 2000 ETF by 22.2% during the 2nd quarter. Natixis now owns 3,306,353 shares of the exchange traded fund’s stock valued at $539,527,000 after buying an additional 601,290 shares in the last quarter. Finally, Personal Capital Advisors Corp increased its position in iShares Russell 2000 ETF by 6.1% during the 3rd quarter. Personal Capital Advisors Corp now owns 2,509,187 shares of the exchange traded fund’s stock valued at $422,923,000 after buying an additional 144,291 shares in the last quarter.

IWM stock opened at $157.96 on Thursday. iShares Russell 2000 ETF has a twelve month low of $142.50 and a twelve month high of $173.39.

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, October 2nd. Investors of record on Thursday, September 27th were given a dividend of $0.4504 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.14%. The ex-dividend date of this dividend was Wednesday, September 26th.

iShares Russell 2000 ETF Company 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.

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

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