IShares Russell Ownership
| IWM Etf | USD 198.36 1.88 0.96% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares Russell is is formed as Regulated Investment Company in the United States. ETF is managed and operated by JPMorgan Chase Bank, N.A.. The fund has 1948 constituents with avarage daily trading value of 34.1 M. The fund charges 0.19 percent management fee with a total expences of 0.19 percent of total asset. The fund retains 99.78% of assets under management (AUM) in equities. iShares Russell 2000 last dividend was 0.2609 per share. The fund generally invests at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Russell 2000 is traded on NYSEARCA Exchange in the United States. To learn more about iShares Russell 2000 call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Russell , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| HAE | Haemonetics | Stock | Obamacare Repeal |
| CZR | Caesars Entertainment | Stock | Casinos |
| AAN | The Aarons | Stock | Homefurnishing Retail |
| PLNT | Planet Fitness | Stock | Recreation |
| IDA | IDACORP | Stock | Electric Utilities |
| PENN | Penn National Gaming | Stock | Casinos |
| SITE | SiteOne Landscape Supply | Stock | Agriculture |
| MKSI | MKS Instruments | Stock | Measuring and Control Equipment |
| EHC | Encompass Health Corp | Stock | Healthcare |
| HUBS | HubSpot | Stock | Application Software |
| VAC | Marriot Vacations Worldwide | Stock | Real Estate |
| LIVN | LivaNova PLC | Stock | Health Care Equipment & Supplies |
| APLS | Apellis Pharmaceuticals | Stock | Biotechnology |
| CHDN | Churchill Downs Incorporated | Stock | Gambling |
| PRI | Primerica | Stock | Life & Health Insurance |
| COHR | Coherent | Stock | Tech Growth |
| SWX | Southwest Gas Holdings | Stock | Basic Utilities |
| EPAM | EPAM Systems | Stock | IT Consulting & Other Services |
| BJ | BJs Wholesale Club | Stock | Retail |
| ARRY | Array TechnologiesInc | Stock | Cancer Fighters |
| HELE | Helen of Troy | Stock | Consumer Goods |
| GNRC | Generac Holdings | Stock | Electrical Equipment |
| BPMC | Blueprint Medicines Corp | Stock | Cancer Fighters |
| CC | Chemours Co | Stock | Synthetics |
| RGEN | Repligen | Stock | Health Management |
| ESNT | Essent Group | Stock | Insurance |
| TTEK | Tetra Tech | Stock | Environmental & Facilities Services |
Institutional Etf Holders for IShares Russell
| PBRIX | Federated Prudent Bear | Mutual Fund | Federated |
| TSMOX | Tiaa Cref Smallmid Cap Equity | Mutual Fund | TIAA Investments |
| MBXAX | Catalystmillburn Hedge Strategy | Mutual Fund | Catalyst Mutual Funds |
| ATCIX | Atac Inflation Rotation | Mutual Fund | ATAC Fund |
| MBXCX | Catalystmillburn Hedge Strategy | Mutual Fund | Catalyst Mutual Funds |
| MFADX | Marketfield Fund Marketfield | Mutual Fund | Marketfield Funds |
| SMCP | AlphaMark Actively Managed | Etf | Size And Style ETFs |
| SMDFX | Smart Diversification | Mutual Fund | Smart |
| TISBX | Tiaa Cref Small Cap Blend | Mutual Fund | TIAA Investments |
| JTHIX | James Alpha Total | Mutual Fund | James |
| TRHBX | Tiaa Cref Small Cap Blend | Mutual Fund | Small Blend Funds |
| TNA | Direxion Daily Small | Etf | Size And Style ETFs |
| RHTX | Starboard Investment Trust | Etf | Asset Allocation ETFs |
| RQEIX | Resq Dynamic Allocation | Mutual Fund | RESQ Funds |
| SDCCX | Swan Defined Risk | Mutual Fund | Swan |
| RYRHX | Russell 2000 Fund | Mutual Fund | Rydex Funds |
| DMSZX | Destinations Multi Strategy | Mutual Fund | Destinations Funds |
| SDCAX | Swan Defined Risk | Mutual Fund | Swan |
| BDBPX | Ishares Russell 2000 | Mutual Fund | BlackRock |
| MASKX | Blackrock Sm Cap | Mutual Fund | BlackRock |
| USCAX | Small Cap Stock | Mutual Fund | Small Blend Funds |
| GBLMX | Astor Macro Alternative | Mutual Fund | Astor |
| LPDKX | Blackrock Lifepath Dynamic | Mutual Fund | BlackRock |
| FSSFX | Fidelity Advisor Series | Mutual Fund | Fidelity Investments |
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The market value of iShares Russell 2000 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.