iShares Russell 2000 Value Index (NYSEARCA:IWN) Holdings Increased by Creative Planning

Creative Planning lifted its stake in shares of iShares Russell 2000 Value Index (NYSEARCA:IWN) by 11.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,811 shares of the company’s stock after purchasing an additional 2,210 shares during the period. Creative Planning’s holdings in iShares Russell 2000 Value Index were worth $2,743,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Bank of Montreal Can increased its position in shares of iShares Russell 2000 Value Index by 48.8% during the fourth quarter. Bank of Montreal Can now owns 148,899 shares of the company’s stock worth $18,724,000 after acquiring an additional 48,807 shares during the period. LBJ Family Wealth Advisors Ltd. increased its holdings in iShares Russell 2000 Value Index by 0.6% in the fourth quarter. LBJ Family Wealth Advisors Ltd. now owns 64,675 shares of the company’s stock valued at $8,133,000 after buying an additional 399 shares during the last quarter. Atlantic Trust Group LLC increased its holdings in iShares Russell 2000 Value Index by 4.7% in the third quarter. Atlantic Trust Group LLC now owns 48,180 shares of the company’s stock valued at $5,979,000 after buying an additional 2,170 shares during the last quarter. CHURCHILL MANAGEMENT Corp purchased a new position in iShares Russell 2000 Value Index in the fourth quarter valued at $5,730,000. Finally, Starfire Investment Advisers Inc. increased its holdings in iShares Russell 2000 Value Index by 541.1% in the fourth quarter. Starfire Investment Advisers Inc. now owns 20,239 shares of the company’s stock valued at $2,545,000 after buying an additional 17,082 shares during the last quarter.

Shares of iShares Russell 2000 Value Index (NYSEARCA:IWN) traded up $1.86 on Wednesday, hitting $122.76. 1,043,420 shares of the stock traded hands, compared to its average volume of 1,210,191. The firm has a market capitalization of $8,930.00 and a P/E ratio of 28.79. iShares Russell 2000 Value Index has a twelve month low of $112.01 and a twelve month high of $131.46.

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iShares Russell 2000 Value Index Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.

Institutional Ownership by Quarter for iShares Russell 2000 Value Index (NYSEARCA:IWN)

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