XML Financial LLC Trims Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

XML Financial LLC trimmed its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 5.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,928 shares of the exchange traded fund’s stock after selling 2,212 shares during the quarter. XML Financial LLC’s holdings in iShares Russell 2000 ETF were worth $7,367,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Amundi increased its holdings in iShares Russell 2000 ETF by 1,894.7% in the 4th quarter. Amundi now owns 1,895 shares of the exchange traded fund’s stock worth $420,000 after acquiring an additional 1,800 shares in the last quarter. Itau Unibanco Holding S.A. purchased a new stake in iShares Russell 2000 ETF during the 4th quarter valued at approximately $27,631,000. Nuveen Asset Management LLC grew its holdings in iShares Russell 2000 ETF by 66.9% during the 4th quarter. Nuveen Asset Management LLC now owns 10,980 shares of the exchange traded fund’s stock valued at $2,426,000 after buying an additional 4,400 shares in the last quarter. Corebridge Financial Inc. grew its holdings in iShares Russell 2000 ETF by 16.4% during the 4th quarter. Corebridge Financial Inc. now owns 7,100 shares of the exchange traded fund’s stock valued at $1,569,000 after buying an additional 1,000 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in iShares Russell 2000 ETF by 20.2% during the 4th quarter. Legal & General Group Plc now owns 3,272 shares of the exchange traded fund’s stock valued at $723,000 after buying an additional 550 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $209.21 on Monday. iShares Russell 2000 ETF has a 1 year low of $171.73 and a 1 year high of $244.98. The company has a 50 day simple moving average of $202.15 and a two-hundred day simple moving average of $210.98. The firm has a market cap of $62.73 billion, a P/E ratio of 16.63 and a beta of 1.11.

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.