EP Wealth Advisors LLC increased its holdings in iShares Russell 2000 Index (NYSE:IWM) by 8.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,477 shares of the exchange traded fund’s stock after acquiring an additional 200 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Russell 2000 Index were worth $349,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Koch Industries Inc. increased its stake in shares of iShares Russell 2000 Index by 32,654.1% in the 2nd quarter. Koch Industries Inc. now owns 23,306,528 shares of the exchange traded fund’s stock worth $23,142,000 after acquiring an additional 23,235,372 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of iShares Russell 2000 Index by 0.6% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,955,435 shares of the exchange traded fund’s stock worth $1,825,679,000 after acquiring an additional 75,460 shares in the last quarter. PNC Financial Services Group Inc. increased its stake in shares of iShares Russell 2000 Index by 2.9% in the 2nd quarter. PNC Financial Services Group Inc. now owns 4,106,605 shares of the exchange traded fund’s stock worth $578,703,000 after acquiring an additional 116,110 shares in the last quarter. Harbour Capital Advisors LLC increased its stake in shares of iShares Russell 2000 Index by 13,454.5% in the 2nd quarter. Harbour Capital Advisors LLC now owns 2,345,613 shares of the exchange traded fund’s stock worth $16,645,000 after acquiring an additional 2,328,308 shares in the last quarter. Finally, Quantitative Investment Management LLC increased its stake in shares of iShares Russell 2000 Index by 119.2% in the 2nd quarter. Quantitative Investment Management LLC now owns 1,983,500 shares of the exchange traded fund’s stock worth $279,514,000 after acquiring an additional 1,078,800 shares in the last quarter.

Shares of iShares Russell 2000 Index (NYSE IWM) traded down 0.02% on Monday, hitting $149.34. 5,829,669 shares of the company traded hands. iShares Russell 2000 Index has a 1-year low of $114.88 and a 1-year high of $150.68. The firm’s 50-day moving average is $144.37 and its 200 day moving average is $140.27.

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were paid a $0.3485 dividend. This represents a $1.39 dividend on an annualized basis and a yield of 0.93%. The ex-dividend date was Tuesday, September 26th.

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iShares Russell 2000 Index 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.

Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSE:IWM)

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