Oxford Financial Group Ltd. Has $737,000 Holdings in iShares Russell 2000 ETF (IWM)

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Oxford Financial Group Ltd. raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,814 shares of the exchange traded fund’s stock after acquiring an additional 272 shares during the period. Oxford Financial Group Ltd.’s holdings in iShares Russell 2000 ETF were worth $737,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Deutsche Bank AG acquired a new position in iShares Russell 2000 ETF in the fourth quarter worth $305,656,000. Canada Pension Plan Investment Board lifted its stake in shares of iShares Russell 2000 ETF by 1,650.0% during the fourth quarter. Canada Pension Plan Investment Board now owns 1,750,000 shares of the exchange traded fund’s stock valued at $234,305,000 after acquiring an additional 1,650,000 shares during the period. SG Americas Securities LLC lifted its stake in shares of iShares Russell 2000 ETF by 192.5% during the fourth quarter. SG Americas Securities LLC now owns 1,299,978 shares of the exchange traded fund’s stock valued at $174,067,000 after acquiring an additional 855,505 shares during the period. Rafferty Asset Management LLC lifted its stake in shares of iShares Russell 2000 ETF by 35.3% during 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 acquiring an additional 843,952 shares during the period. Finally, IBM Retirement Fund acquired a new position in shares of iShares Russell 2000 ETF during the fourth quarter valued at $103,296,000.

Shares of IWM opened at $157.52 on Friday. iShares Russell 2000 ETF has a 12-month low of $125.81 and a 12-month high of $173.39.

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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.

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

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