iShares Russell 1000 Value ETF $IWD is Waterloo Capital L.P.’s 8th Largest Position

Waterloo Capital L.P. increased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.8% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 151,850 shares of the exchange traded fund’s stock after purchasing an additional 4,094 shares during the quarter. iShares Russell 1000 Value ETF accounts for about 2.3% of Waterloo Capital L.P.’s investment portfolio, making the stock its 8th largest holding. Waterloo Capital L.P.’s holdings in iShares Russell 1000 Value ETF were worth $30,915,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Clayton Financial Group LLC acquired a new position in shares of iShares Russell 1000 Value ETF during the 3rd quarter valued at $27,000. Advantage Trust Co acquired a new stake in iShares Russell 1000 Value ETF in the 2nd quarter valued at $29,000. Access Investment Management LLC purchased a new position in iShares Russell 1000 Value ETF in the second quarter valued at about $35,000. Clarity Asset Management Inc. purchased a new position in iShares Russell 1000 Value ETF in the second quarter valued at about $35,000. Finally, Davis Capital Management acquired a new position in shares of iShares Russell 1000 Value ETF during the third quarter worth about $38,000. 84.93% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $220.83 on Friday. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $223.44. The company has a market capitalization of $68.80 billion, a price-to-earnings ratio of 18.83 and a beta of 0.89. The business has a 50-day moving average of $214.53 and a 200-day moving average of $206.22.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.