Oxford Financial Group Ltd. purchased a new position in shares of iShares Russell 2000 Index (NYSE:IWM) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,388 shares of the exchange traded fund’s stock, valued at approximately $502,000. iShares Russell 2000 Index accounts for approximately 0.3% of Oxford Financial Group Ltd.’s investment portfolio, making the stock its 20th biggest position.

Several other hedge funds and other institutional investors also recently modified their holdings of IWM. Koch Industries Inc. lifted its holdings in shares of iShares Russell 2000 Index by 32,654.1% during the second quarter. Koch Industries Inc. now owns 23,306,528 shares of the exchange traded fund’s stock worth $23,142,000 after purchasing an additional 23,235,372 shares during the period. SG Americas Securities LLC lifted its holdings in shares of iShares Russell 2000 Index by 111.4% during the second quarter. SG Americas Securities LLC now owns 1,265,125 shares of the exchange traded fund’s stock worth $178,281,000 after purchasing an additional 12,323,294 shares during the period. Harbour Capital Advisors LLC lifted its holdings in shares of iShares Russell 2000 Index by 13,454.5% during the second quarter. Harbour Capital Advisors LLC now owns 2,345,613 shares of the exchange traded fund’s stock worth $16,645,000 after purchasing an additional 2,328,308 shares during the period. Nomura Holdings Inc. lifted its holdings in shares of iShares Russell 2000 Index by 114.2% during the second quarter. Nomura Holdings Inc. now owns 157,508 shares of the exchange traded fund’s stock worth $22,112,000 after purchasing an additional 1,268,270 shares during the period. Finally, Quantitative Investment Management LLC lifted its holdings in shares of iShares Russell 2000 Index by 119.2% during the second quarter. Quantitative Investment Management LLC now owns 1,983,500 shares of the exchange traded fund’s stock worth $279,514,000 after purchasing an additional 1,078,800 shares during the period.

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Shares of iShares Russell 2000 Index (NYSE:IWM) traded up 0.7326% during midday trading on Tuesday, hitting $149.2958. The company had a trading volume of 6,202,507 shares. The stock’s 50-day moving average price is $147.17 and its 200-day moving average price is $141.33. iShares Russell 2000 Index has a 12 month low of $114.88 and a 12 month high of $150.68.

iShares Russell 2000 Index 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.

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

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