SimpliFi Inc. Purchases 2,843 Shares of iShares Russell 2000 ETF (IWM)

SimpliFi Inc. increased its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 74,929 shares of the exchange traded fund’s stock after buying an additional 2,843 shares during the period. iShares Russell 2000 ETF accounts for approximately 7.2% of SimpliFi Inc.’s investment portfolio, making the stock its 7th biggest position. SimpliFi Inc.’s holdings in iShares Russell 2000 ETF were worth $11,471,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Morgan Stanley increased its holdings in shares of iShares Russell 2000 ETF by 0.3% in the third quarter. Morgan Stanley now owns 18,767,535 shares of the exchange traded fund’s stock valued at $3,163,267,000 after purchasing an additional 49,724 shares during the last quarter. Rafferty Asset Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 35.3% in the fourth quarter. Rafferty Asset Management LLC now owns 3,232,683 shares of the exchange traded fund’s stock valued at $432,856,000 after purchasing an additional 843,952 shares during the last quarter. Catalyst Capital Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF by 24.2% in the fourth quarter. Catalyst Capital Advisors LLC now owns 2,654,790 shares of the exchange traded fund’s stock valued at $355,476,000 after purchasing an additional 516,575 shares during the last quarter. Northern Trust Corp increased its holdings in shares of iShares Russell 2000 ETF by 6.9% in the fourth quarter. Northern Trust Corp now owns 2,639,998 shares of the exchange traded fund’s stock valued at $353,495,000 after purchasing an additional 170,117 shares during the last quarter. Finally, Deutsche Bank AG acquired a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at $305,656,000.

IWM stock opened at $157.74 on Wednesday. iShares Russell 2000 ETF has a 52 week low of $125.81 and a 52 week high of $173.39.

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 26th. Investors of record on Thursday, March 21st were paid a $0.4121 dividend. The ex-dividend date was Wednesday, March 20th. This represents a $1.65 annualized dividend and a dividend yield of 1.04%.

TRADEMARK VIOLATION NOTICE: “SimpliFi Inc. Purchases 2,843 Shares of iShares Russell 2000 ETF (IWM)” was first posted by PressOracle and is owned by of PressOracle. If you are reading this report on another site, it was stolen and reposted in violation of US & international copyright law. The legal version of this report can be accessed at https://pressoracle.com/news/2019/04/17/simplifi-inc-purchases-2843-shares-of-ishares-russell-2000-etf-iwm.html.

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.

Recommended Story: Catch-Up Contributions

Want to see what other hedge funds are holding IWM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 2000 ETF (NYSEARCA:IWM).

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

Receive News & Ratings for iShares Russell 2000 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 ETF and related companies with MarketBeat.com's FREE daily email newsletter.