IShares Russell Ownership
| IWM Etf | USD 228.53 2.30 1.02% |
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 1973 constituents with avarage daily trading value of 26.1 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
| LSCC | Lattice Semiconductor | Stock | |
| SFR | Appreciate Holdings | Stock | |
| MKSI | MKS Instruments | Stock | |
| NTLA | Intellia Therapeutics | Stock | |
| CIEN | Ciena Corp | Stock | |
| NVAX | Novavax | Stock | |
| ESNT | Essent Group | Stock | |
| DAR | Darling Ingredients | Stock | |
| FICO | Fair Isaac | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| MRTX | Mirati Ther | Stock | |
| PFGC | Performance Food Group | Stock | |
| BLUE | Bluebird bio | Stock | |
| BLKB | Blackbaud | Stock | |
| BHVN | Biohaven Pharmaceutical Holding | Stock | |
| QDEL | Quidel | Stock | |
| SLAB | Silicon Laboratories | Stock | |
| MTG | MGIC Investment Corp | Stock | |
| SAIC | Science Applications International | Stock | |
| COHR | Coherent | Stock | |
| HAE | Haemonetics | Stock | |
| CC | Chemours Co | Stock | |
| EPAM | EPAM Systems | Stock | |
| SWX | Southwest Gas Holdings | Stock | |
| GME | GameStop Corp | Stock |
Institutional Etf Holders for IShares Russell
| PBRIX | Federated Prudent Bear | Mutual Fund | |
| TSMOX | Tiaa Cref Smallmid Cap Equity | Mutual Fund | |
| MBXAX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| ATCIX | Atac Inflation Rotation | Mutual Fund | |
| MBXCX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| MFADX | Marketfield Fund Marketfield | Mutual Fund | |
| SMCP | AlphaMark Actively Managed | Etf | |
| SMDFX | Smart Diversification | Mutual Fund | |
| TISBX | Tiaa Cref Small Cap Blend | Mutual Fund | |
| JTHIX | James Alpha Total | Mutual Fund | |
| TRHBX | Tiaa Cref Small Cap Blend | Mutual Fund | |
| TNA | Direxion Daily Small | Etf | |
| RHTX | Starboard Investment Trust | Etf | |
| RQEIX | Resq Dynamic Allocation | Mutual Fund | |
| SDCCX | Swan Defined Risk | Mutual Fund | |
| RYRHX | Russell 2000 Fund | Mutual Fund | |
| DMSZX | Destinations Multi Strategy | Mutual Fund | |
| SDCAX | Swan Defined Risk | Mutual Fund | |
| BDBPX | Ishares Russell 2000 | Mutual Fund | |
| MASKX | Blackrock Sm Cap | Mutual Fund | |
| USCAX | Small Cap Stock | Mutual Fund | |
| GBLMX | Astor Macro Alternative | Mutual Fund | |
| LPDKX | Blackrock Lifepath Dynamic | Mutual Fund | |
| FSSFX | Fidelity Advisor Series | Mutual Fund |
IShares Russell's latest congressional trading
Congressional trading in companies like iShares Russell 2000, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in IShares Russell by those in governmental positions are based on the same information available to the general public.
| 2024-10-18 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2024-10-17 | Senator John Boozman | Acquired Under $15K | Verify |
IShares Russell Outstanding Bonds
IShares Russell issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Russell 2000 uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Russell 2000 has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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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.