iShares Russell 2000 Index (IWM) Position Increased by Capital Planning Advisors LLC

Capital Planning Advisors LLC boosted its stake in iShares Russell 2000 Index (NYSEARCA:IWM) by 41.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,154 shares of the exchange traded fund’s stock after acquiring an additional 1,217 shares during the period. Capital Planning Advisors LLC’s holdings in iShares Russell 2000 Index were worth $633,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of IWM. Sumitomo Mitsui Financial Group Inc. raised its holdings in shares of iShares Russell 2000 Index by 108,947.8% during the third quarter. Sumitomo Mitsui Financial Group Inc. now owns 1,302,031 shares of the exchange traded fund’s stock worth $192,935,000 after purchasing an additional 1,300,837 shares during the period. Silver Point Capital L.P. raised its holdings in shares of iShares Russell 2000 Index by 413.8% during the third quarter. Silver Point Capital L.P. now owns 966,000 shares of the exchange traded fund’s stock worth $143,142,000 after purchasing an additional 778,000 shares during the period. Cowen Inc. raised its holdings in shares of iShares Russell 2000 Index by 200.0% during the third quarter. Cowen Inc. now owns 265,000 shares of the exchange traded fund’s stock worth $39,268,000 after purchasing an additional 530,000 shares during the period. Catalyst Capital Advisors LLC raised its holdings in shares of iShares Russell 2000 Index by 29.7% during the fourth quarter. Catalyst Capital Advisors LLC now owns 1,975,008 shares of the exchange traded fund’s stock worth $301,110,000 after purchasing an additional 452,011 shares during the period. Finally, SG Americas Securities LLC raised its holdings in shares of iShares Russell 2000 Index by 34.9% during the third quarter. SG Americas Securities LLC now owns 1,707,230 shares of the exchange traded fund’s stock worth $252,977,000 after purchasing an additional 442,105 shares during the period.

Shares of iShares Russell 2000 Index (NYSEARCA:IWM) opened at $151.15 on Thursday. The firm has a market cap of $41,540.00 and a price-to-earnings ratio of 37.79. iShares Russell 2000 Index has a twelve month low of $132.40 and a twelve month high of $160.63.

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About iShares Russell 2000 Index

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 Index (NYSEARCA:IWM)

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