Clarius Group LLC Invests in iShares Russell 2000 Value ETF

Clarius Group LLC has recently taken a significant step by acquiring a new position in the iShares Russell 2000 Value ETF (NYSEARCA:IWN). According to the latest disclosures filed with the SEC, the firm purchased 1,269 shares, which are valued at approximately $212,000, during the third quarter.

This investment by Clarius Group LLC comes at a time when other institutional investors are also adjusting their holdings in the iShares Russell 2000 Value ETF. Sunpointe LLC has made a new investment in this ETF during the fourth quarter, amounting to about $208,000. Meanwhile, Centaurus Financial Inc. increased its stake in the ETF by 12.2% in the same quarter, acquiring an additional 111 shares for a total of 1,023 shares worth around $159,000.

Other firms like Twin Focus Capital Partners LLC and Wellington Management Group LLP have also shown interest. Twin Focus Capital Partners LLC invested approximately $287,000 by purchasing new shares, while Wellington Management elevated its stake by 30.8%, bringing its total to 72,854 shares, worth about $11.3 million after acquiring an additional 17,139 shares during the fourth quarter. Additionally, Fisher Asset Management LLC has increased its shares in the ETF by an impressive 72.4%, now owning 2,372 shares valued at approximately $369,000.

Recent Performance of iShares Russell 2000 Value ETF

On Friday, shares of the iShares Russell 2000 Value ETF opened at $166.32, with a 50-day moving average price of $163.09 and a 200-day moving average price of $158.11. Over the past year, the ETF's price has fluctuated, with a low of $124.97 and a high of $174.83. Currently, the ETF has a market capitalization standing at $12.72 billion, a price-to-earnings (PE) ratio of 10.79, and a beta of 1.17, indicating its volatility in comparison to the overall market.

Overview of iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF is an exchange-traded fund that aims to provide investment results reflecting the performance of the Russell 2000 Value Index. This index tracks the performance of equity securities of Russell 2000 Index issuers that have relatively lower price-to-book ratios and lower expected growth rates. Investors looking for exposure to smaller companies with value characteristics often look to this ETF as an option.

Investment, ETF, Stock