iShares Russell 2000 ETFFund
- Change -0.42 (-0.3%)
- Volume 14.03 M
4:00 PM EDT Apr 24, 2015
U.S. Markets are closed
- Assets $30,509.2M
- Expense Ratio 0.20%
- Yield 1.21%
- Vs 50 Day EMA %
- Vs 200 Day EMA %
US Equity ETF
iShares Russell 2000 ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the performance of the Russell 2000 Index Fund. The ETF holds mid and small-cap U.S. stocks. Its investments are in the smallest 2000 companies from the Russell 3000 Index. The ETF weights the holdings by market capitalization and rebalances annually.
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04-24-2015 10:00 AM by Tom Lydon
As the U.S. dollar strengthens against foreign currencies and hurts Corporate America's overseas profits, equity investors should consider small- and mid-cap exchange traded funds that track companies doing more business at home. For instance, the iShares Core S&P Mid-Cap ...
03-18-2015 10:30 AM by Tom Lydon
Smart beta indexing is gaining traction in the exchange traded fund space as a strategy-driven investment that follows predetermined algorithms to potentially generate higher returns but that does not mean they can't trail broader markets over the short-term. Back-tested data ...
03-17-2015 10:00 AM by Tom Lydon
While the U.S. dollar strengthens, investors should consider mid- and small-cap exchange traded funds that cover companies with little or no international sales exposure to capture the continued U.S. expansion. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH)...
03-16-2015 10:00 AM by Todd Shriber
Small-cap stocks and the Russell 2000, the benchmark small-cap index, made headlines last year for lagging their large- and mid-cap counterparts, but that laggard status is being shed as some marquee small-cap exchange traded funds look poised to breakout. Over the past 90 day...
02-24-2015 09:00 AM by Todd Shriber
With the Russell 2000, the benchmark small-cap index, up 2.4% this year, investors are again warming to smaller stocks. Strength in small-caps also gives investors the opportunity to examine small-cap exchange traded ETFs because what appear to be slight differences on the surfac...
02-23-2015 10:00 AM by Tom Lydon
Middle-capitalization stocks and asset category exchange traded funds are leading the charge as investors focus on companies better positioned to capitalize on continued U.S. growth. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH) and SPDR S&P MidCap 400...
02-19-2015 03:41 PM by Tom Lydon
More attractive valuations in small company stocks relative to their larger counterparts and the U.S. growth outlook are helping small-cap exchange traded funds reach new highs. The iShares Russell 2000 ETF (NYSEArca: IWM), which tracks the benchmark Russell 2000 index of smal...
02-11-2015 02:41 PM by Tom Lydon
Small-cap stocks and the relevant exchange traded funds confounded in investors confounded investors last year as the iShares Russell 2000 ETF (NYSEArca: IWM) gained just 5% compared to a 13.5% jump for the S&P 500. IWM has not been much to squawk about this year, trading ...
02-09-2015 09:30 AM by Tom Lydon
With the equities market pushing forward, some are beginning to grow cautious on small-capitalization stocks and related exchange traded funds that reveal frothier valuations, potentially capping further gains. For example, the iShares Russell 2000 ETF (NYSEArca: IWM) has a 18...
01-28-2015 11:00 AM by Tom Lydon
The appreciating U.S. dollar is taking its toll on larger companies' revenue with significant overseas exposure. On the other hand, mid- and small-cap exchange traded funds track companies that expand with the growing U.S. economy. After companies like Procter & Gamble (NY...
01-27-2015 08:20 AM by Tom Lydon
When picking out small-capitalization stock exposure, exchange traded fund investors may be better of with funds based on alternative indices that weed out weaker companies. For instance, small-cap ETFs like the WisdomTree SmallCap Dividend Fund (NYSEArca: DES), PowerShares Fu...
12-26-2014 12:33 PM by Tom Lydon
I do the "ETF of the Week" for MarketWatch every week on Chuck Jaffe's MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This week, I took a look at the iShares Russell 2000 ETF (NYSEArca: IWM). Small-cap stocks look less expensive re...
12-26-2014 11:00 AM by Tom Lydon
The S&P 500 and Dow Jones Industrial Average may be breaking to new all-time highs, but small-capitalization stocks and related exchange traded funds have been recently leading the charge. The iShares Russell 2000 ETF (NYSEArca: IWM) has increased 8.0% over the past three ...
12-16-2014 09:30 AM by Tom Lydon
Small capitalization-weighted exchange traded funds underperformed their large-cap peers this year but could lead next year as the U.S. economy continues to expand. The iShares Russell 2000 ETF (NYSEArca: IWM) has increased 0.4% year-to-date, while the S&P 500 index is up ...
11-28-2014 08:00 AM by Tom Lydon
Small-capitalization stocks and related exchange traded funds have been outperforming other asset categories and could maintain their strength going into a historically strong period for smaller stocks. The iShares Russell 2000 ETF (NYSEArca: IWM) was up 1.4% over the past wee...
11-11-2014 08:20 AM by Tom Lydon
With fewer active managers outperforming the market than anytime over the past decade, disillusioned investors are turning to passive, index-based exchange traded fund investment vehicles. According to Bank of America data, less than one in five active managers have beat the m...
11-04-2014 01:52 PM by Max Chen
Seasonal trends and midterm elections could help the rallying equities market and stock exchange traded funds maintain their momentum as we finish out the year. Over the past month, the SPDR Dow Jones Industrial Average ETF (NYSEArca: DIA) rose 2.2%, SPDR S&P 500 ETF (NYSE...
10-29-2014 08:00 AM by Tom Lydon
Instead of compiling market segments and sectors into a comprehensive equities portfolio, investors should utilize broad index-based exchange traded fund as an efficient way to capture broad market exposure. "For taxable accounts, a broad index fund is a better option for inve...
10-28-2014 08:00 AM by Tom Lydon
So far, so good. Of the S&P 500 components that have reported third-quarter earnings, multi-national companies revealed a limited effect from a strong U.S. dollar on overseas revenue. However, exchange traded funds that track large multi-national U.S. companies could begin to...
10-17-2014 01:46 PM by Tom Lydon
After the dust settled, small-capitalization stock exchange traded funds, previously the worst performing asset class category, are leading the market rebound, with heavy investment inflows fueling gains. The iShares Russell 2000 ETF (NYSEArca: IWM) attracted $2.93 billion in ...
10-17-2014 08:20 AM by Tom Lydon
Predictably, struggling stocks have prompted investors to seek refuge with bonds and fixed income exchange traded funds. Between Sept. 26 and Oct. 8, U.S. bond ETFs added $9.1 billion in new assets, according to BlackRock data. From Oct. 19 through Oct. 15, the iShares Core U....
10-09-2014 12:20 PM by Tom Lydon
I do the "ETF of the Week" for MarketWatch every Thursday on Chuck Jaffe's MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This week, I looked at the iShares Russell 2000 ETF (NYSEArca: IWM). After the sell-off in small-capitalizati...
09-30-2014 10:30 AM by Tom Lydon
For those who can stomach high volatility, small-capitalization stocks can provide people the opportunity to invest in tomorrow's next big thing. However, it is time-consuming and difficult to pick and choose small companies, so investors may be better off with a broad asset cate...
09-25-2014 01:00 PM by Todd Shriber
That does not sound like the most encouraging headline, but with all the talk of this year's laggard status for small-cap stocks and exchange traded funds, less bad can be deemed "sort of attractive." With Thursday's tumble, the iShares Russell 2000 ETF (NYSEArca: IWM) is star...
09-24-2014 08:20 AM by Tom Lydon
Much of this year's small-cap conversation has centered around the Russell 2000's lagging of the S&P 500 and NASDAQ Composite. All that lagging caught up with the Russell 2000 and the iShares Russell 2000 ETF (NYSEArca: IWM) as the ETF and the index it tracks formed what t...
09-23-2014 09:00 AM by Tom Lydon
After the recent sell-offs, the Russell 2000 and related small-cap exchange traded fund have formed a bearish indicator, with the short-term trend line falling below its long-term trend. The iShares Russell 2000 ETF (NYSEArca: IWM) declined 1.3% Monday after falling 1.2% last ...
09-19-2014 09:00 AM by Tom Lydon
As the markets begin to sour, exchange traded fund investors may utilize inverse, low-volatility or hedged strategies to help diminish the risk of dips in equities. If volatility rises, investors may use traditional inverse ETFs that takes a targeted short position or switch o...
08-20-2014 08:00 AM by Tom Lydon
One of this year's most often cited factoid is that the Russell 2000, the benchmark small-cap index, has been a laggard relative to other major U.S. indices. For example, the iShares Russell 2000 ETF (NYSEArca: IWM) is up barely 1% year-to-date compared to an 8.4% gain for the SP...
07-15-2014 09:00 AM by Tom Lydon
Small capitalization companies are having a hard time catching up with their large capitalization counterparts, and some even argue that smaller stocks will keep on underperforming. Investors with a pessimistic outlook on the small-cap asset category can utilize inverse exchange ...
07-11-2014 07:30 AM by Tom Lydon
The iShares Russell 2000 ETF (NYSEArca: IWM) has hit another rough patch. Entering Thursday's trading session, the largest small-cap ETF was down 3.7% and earlier Thursday, IWM traded lower by as much as 2%. IWM now resides about 4% below its 52-week and its technical conditio...
07-08-2014 08:15 AM by Tom Lydon
After a string of better-than-expected economic data, investors are rotating back into cyclical sector stocks and related exchange traded funds. "The jobs report is clearly a sign of continued and accelerating strength of the economy," Jeff Korzenik, Chicago-based chief invest...
06-27-2014 10:30 AM by Tom Lydon
Making a one-eighty from the sell-off over the past few months, small capitalization and technology sector exchange traded funds have been outperforming as investors regain their risk appetite. The PowerShares QQQ (NasdaqGS: QQQ), which tracks the Nasdaq-100 Index, has increas...
06-04-2014 09:00 AM by Todd Shriber
There are plenty of broader market U.S. exchange traded funds with "small-cap" in their names, but different small-cap ETFs track different indices. That can mean, you guessed it, differing returns for different investors. The Russell 2000 is the gold standard of small-cap ind...
05-20-2014 07:45 AM by Tom Lydon
After the sell-off in small-capitalization stocks, investors are returning to the asset category, with small-cap exchange traded funds attracting huge inflows. The iShares Russell 2000 ETF (NYSEArca: IWM) rose 1.0% Monday and is re-testing its 200-day simple moving average aft...
05-20-2014 07:30 AM by Tom Lydon
It probably is not surprising, but with 13F filing season underway, it is obvious that the exchange traded funds most favored by hedge funds are also some of the largest ETFs by assets. The lone ETF that ranked among the five largest hedge holdings at the end of the first quar...
05-17-2014 08:00 AM by Todd Shriber
Our weekly looks at the most searched exchange traded funds are usually an entertaining, instructive exercise. Still, even we will admit that the dominance of Russia ETFs among the most searched international funds was getting a little too predictable. Seeing a Russia ETF, or ...
05-16-2014 07:30 AM by Todd Shriber
There has been ample chatter in recent weeks regarding weakness in small-cap stocks and exchange traded funds. No, the chart for the iShares Russell 2000 ETF (NYSEArca: IWM) is not a thing of beauty. The largest small-cap ETF entered trading Thursday more than 5% below its 50-...
05-07-2014 03:57 PM by Tom Lydon
After the bout of recent sell-offs, small-cap exchange traded funds have dipped below their long-term trendlines, with the benchmark Russell 2000 Index trading below its 200-day moving average for the first time since late 2012. The iShares Russell 2000 ETF (NYSEArca: IWM) is...
05-02-2014 10:00 AM by Todd Shriber
The rotation to value stocks and sectors from momentum equivalents has the predictable impact of weighing on small-caps. Over the past month, the iShares Russell 2000 ETF (NYSEArca: IWM) is down almost 5.1%. Investors looking to maintain small-cap exposure should consider doin...
04-28-2014 02:37 PM by Tom Lydon
Investors are dumping small-capitalization stock exchange traded funds, with large money managers taking their most bearish stance on the asset class category since 2004. Over the past month, the iShares Russell 2000 ETF (NYSEArca: IWM), which tracks the Russell 2000 Index, sa...
04-21-2014 04:32 PM by Tom Lydon
Small-capitalization stocks and related exchange traded funds were caught up in the recent sell-off, but some asset managers are still pointing to better long-term potential. The iShares Russell 2000 ETF (NYSEArca: IWM) has declined 4.1% over the past month while the S&P 5...
04-06-2014 08:00 AM by Tom Lydon
Data indicate plenty of risk-tolerant traders continue to embrace leveraged exchange traded funds in search of outsized, short-term gains. Just last month, the ProShares Ultra Russell2000 (NYSEArca: UWM), a double leveraged bet on the Russell 2000, and the ProShares Ultra S&am...
04-01-2014 02:33 PM by Tom Lydon
Exchange traded fund investors have to adapt to a dynamic market. Currently, we are seeing a shift in sector and style rotation within the equities market and vulnerability in short- and medium-term Treasuries. In the equities space, some of last year's outperformers are begin...
03-24-2014 07:30 AM by Todd Shriber
U.S. small-caps are easily outpacing their large-cap peers this year as highlighted by the 4.4% gain by the iShares Russell 2000 ETF (NYSEArca: IWM). IWM's year-to-date returns are more than double those offered by the S&P 500. Investors speculating on continued out-perfor...
03-04-2014 03:40 PM by Max Chen
High-yielding business development company exchange traded funds dipped Tuesday as Russell Indexes announced it will join S&P Dow Jones Indices in booting BDCs from its indices. The Market Vectors BDC Income ETF (NYSEArca: BIZD), which tracks U.S.-listed BDCs, was down 0.4...
02-19-2014 11:40 AM by Todd Shriber
The 2014 trend of outflows from equity-based exchange traded funds is not abating. At least not yet. Last month, investors pulled nearly $10 billion from exchange traded products after ETF inflows reached a record last year, topping $200 billion for the second consecutive year...
01-29-2014 02:04 PM by Tom Lydon
Last year was a memorable one for inflows to exchange traded products . Inflows reached a record $247.3 billion, marking the second consecutive year the number was above $200 billion. Looked at another way, last year's ETF inflows amounted to almost one Johnson & Johnson (...
01-17-2014 06:30 AM by Russ Koesterich -- BlackRock Chief Investment Strategist
Given the stellar performance of U.S. stocks last year, many investors are wondering if there are certain areas of the market where they should trim their holdings and cash in potential gains. However, "taking profits" is easier said than done. For most investors, includin...
01-14-2014 09:00 AM by Tom Lydon
Nasdaq OMX Group (NasdaqGM: NDAQ) and S&P Dow Jones Indices are shopping for acquisitions to bolster their index offerings in what could be a sign of an imminent wave of consolidation for indexing space. Executives from both companies "told Reuters in recent interviews tha...
01-02-2014 12:02 PM by Paul Weisbruch, Street One Financial
We speak a bit about recent options and fund flows in the largest U.S. Small-Cap Equity oriented ETF today, IWM (iShares Russell 2000, Expense Ratio 0.28%) in our Options recap this morning, and this presents an opportunity to examine a lesser known Small Cap focused fund that ha...
12-27-2013 09:30 AM by Tom Lydon
It has been a decent year for the materials sector, though not one that will go down in the record books as being particularly jaw-dropping. With just a few trading days left in 2013, the Materials Select Sector SPDR (NYSEArca: XLB) and the Vanguard Materials ETF (NYSEArca: VA...
12-23-2013 06:30 AM by Tom Lydon
The S&P 500 and Dow Jones Industrial Average soared to record highs last week as markets shrugged off, among other things, the Federal Reserve's tapering announcement and the Europe Union's loss of its AAA credit rating. Small-caps got in on the act as well, giving investo...
12-21-2013 07:30 AM by Tom Lydon
Small-cap exchange traded funds have outperformed the broader markets this year and could continue to generate attractive returns, at least through the next couple of months if historical trends pan out. Small-cap U.S. stocks have historically outperformed the S&P 500 Inde...
12-19-2013 09:30 AM by Tom Lydon
Consumer staples stocks are notoriously slow-moving, but the sector's reputation for dependable dividend growth and decent yields has made it a favored destination for scores of income investors. Those attributes have also compelled investors to pour billions of dollars into e...
12-09-2013 02:40 PM by Todd Shriber
Soon, January will be here. With that will have observers of seasonal trends and investors in small-cap stocks and exchange traded funds will be eying the start of the January Effect. That is the scenario where the small-caps lead the broader market higher in the first month o...
12-04-2013 07:00 AM by Tom Lydon
There is no getting around it: Small-cap exchange traded funds have been on fire for most of 2013. The iShares Russell 2000 ETF (NYSEArca: IWM) and the SPDR S&P 600 Small Cap ETF (NYSEArca: SLY) are up an average of 33%. With December here, IWM, SLY and rival small-cap ETF...
11-29-2013 11:00 AM by Todd Shriber
By most accounts, 2013 has been an excellent year in which to be long exchange traded funds that own small-cap stocks. Total return and inflows data confirm as much. Take the example of the $26.9 billion iShares Russell 2000 ETF (NYSEArca: IWM), the largest small-cap ETF by as...
11-26-2013 09:00 AM by Tom Lydon
December is not here yet, but that does not mean investors should not start preparing for the January Effect, the phenomenon where small-caps lead large-caps in the first month of the year. The ramifications of the January do not end there. If small-caps do the leading in Janu...
11-15-2013 01:47 PM by Tom Lydon
Tudor Investment Corp., Paul Tudor Jones's $13 billion hedge fund, purchased stakes in two major exchange traded funds during the third quarter a regulatory filing shows. The hedge fund also liquidated stakes in a pair of sector ETFs. Tudor Investment significantly increased ...
11-13-2013 03:52 PM by Tom Lydon
Exchange traded funds that cover small-capitalization equities may include exposure to business development companies. However, investors should not be intimidated by the higher "prospectus expense ratio." According to Securities and Exchange Commission regulatory rules, funds...
11-13-2013 01:56 PM by Tom Lydon
U.S. small –caps have delivered stellar returns this year. The iShares Russell 2000 ETF (NYSEArca: IWM), the largest small-cap ETF by assets, is up 31.1% while the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) is higher by 34.3%. The returns offered by broader small-cap E...
11-02-2013 07:00 AM by Todd Shriber
It was a decent week for U.S. stocks with the S&P 500 rising 0.2%, but small-cap exchange traded funds did not get the memo. For the week ending November 1, the iShares Russell 2000 ETF (NYSEArca: IWM) lost 2.1% and more than $1 billion was pulled from the fund. The Vangua...
10-22-2013 02:42 PM by Tom Lydon
An equal-weight index exchange traded fund has consistently outperformed the broader S&P 500, capitalizing on smaller company exposure in the equal weighting methodology. The Guggenheim S&P 500 Equal-Weight ETF (NYSEArca: RSP) has generated an average annualized return...
10-21-2013 08:00 AM by Todd Shriber
October has a mixed reputation in financial markets. It is the last month in the worst six-month cycle for stocks, but it is also the month where some of history's worst bear markets have died. Despite the government shutdown and the ensuing threat of a debt ceiling crisis, Octob...
10-18-2013 06:30 AM by Tom Lydon
On above average volume, the iShares Russell 200o ETF (NYSEArca: IWM) gained almost 1% Thursday to race to a fresh all-time high. The rub is that small-caps, which usually trade at higher valuations than their mid- and large-cap counterparts, are getting a tad rich in the valuati...
10-11-2013 07:20 AM by Tom Lydon
The U.S. government shutdown has wreaked havoc on stocks, but hints of a potential resolution could help propel some areas in the market and exchange traded funds. On Wednesday, Rep. Paul Ryan R.-Wisc. proposed a short-term solution to the debt limit, which has drawn broad sup...
08-20-2013 03:30 PM by Tom Lydon
Investors are waiting to see if U.S. stock exchange traded funds can hold around their short-term trend lines ahead of any tapering signals in Fed minutes this week. The iShares Russell 2000 Index (NYSEArca: IWM) was 1.5% higher Tuesday while the SPDR S&P 500 (NYSEArca: SP...
07-25-2013 04:01 PM by Tom Lydon
Small-cap exchange traded funds have surged this year as the Russell 2000 cleared the 1,000 mark for the first time. Small-cap stocks have even led the market since April as the S&P 500 and Dow Jones Industrial Average set new all-time highs. Now, technical analysts are po...
07-11-2013 12:04 PM by Tom Lydon
Smaller companies have typically led the charge at the beginning of any recovery, and with small-capitalization stocks and exchange traded funds hitting new highs, market observers are anticipating bullish, broad market moves. The iShares Russell 2000 (NYSEArca: IWM) has gaine...
05-24-2013 11:20 AM by Tom Lydon
If exchange traded funds are good for the United States Secretary of the Treasury, who overseas financial and monetary matters for the U.S., then the investment vehicle might be a suitable tool for the average retail investor. According to an Executive Branch Disclosure form f...
03-26-2013 11:45 AM by Tom Lydon
The U.S. dollar is regaining strength against major currencies such as the euro, yen and British pound. Various exchange traded funds allow investors to play the latest rise of the greenback. "The fact is that the US dollar is the reserve currency of the world and immediate st...
03-06-2013 12:00 PM by Tom Lydon
Investors have gravitated toward the largest exchange traded funds for any given market segment, largely overlooking smaller funds in the process. While investors should look at all the options before committing to an investment, it is important to consider the potential impli...
03-03-2013 07:08 AM by Tom Lydon
When it comes to exchange traded funds, different types of investors have different goals. For instance, institutional investors have been looking at broad equities while individual investors and advisors leaned toward income and mitigating risk. According to a list of the mos...
03-01-2013 12:21 PM by Tom Lydon
Diversified ETFs are a great way to buy the total U.S. stock market. However, mid-cap and small-cap ETFs provide a way to focus on particular market segments . "Mid caps are considered too big and safe for those seeking volatile small cap exposures, while they are often co...
02-11-2013 01:45 PM by Tom Lydon
As we look forward to better economic growth, investors are regaining their risk appetite. Consequently, small- and micro-capitalization stocks and exchange traded funds are gaining momentum. Small and microcap stocks, which have market capitalizations of about $50 million to ...
02-08-2013 07:55 AM by Tom Lydon
Exchange traded funds continue to see inflows with a total of $28.6 billion in January. International equity ETFs saw the heaviest inflows, especially emerging markets. "Flows were driven by international-stock ETFs, where diversified emerging-markets funds have been particula...
02-04-2013 06:32 AM by Tom Lydon
One of the most popular uses of index-based ETFs is plugging them into asset-allocation models. Investors and advisors like utilizing low-cost diversified ETFs as portfolio building blocks. "While it is common to spend a great deal of time researching individual stocks or fund...
01-31-2013 08:34 AM by Tom Lydon
Sometimes the importance of saving gets overlooked when investors think about building wealth -- they tend to get caught up in fancy investment portfolios. Saving is a great habit, but stashing the cash in a savings account yielding next to zero makes it tough to grow capital and...
01-18-2013 11:19 AM by Tom Lydon
Despite a resolution to the fiscal cliff, the consequences of the budget deal will still negatively affect the markets and exchange traded funds. One iShares analyst points out some potential pitfalls and opportunities in the months ahead. "The fiscal drag left in place by the...
01-11-2013 10:22 AM by Tom Lydon
Small-cap ETFs recently broke out to record levels while the S&P 500 is nearing its all-time high from 2007. Investors are growing more bullish on stocks and the CBOE Volatility Index is the lowest it has been in about five years. Market participants are getting optimistic...
11-12-2012 08:40 AM by Tom Lydon
When investing in any exchange traded fund, one should have a clear strategy in place. Instead of relying on gut feelings or fight-or-flight instincts, investors can look at the trend lines to get a sense of when they should be in or out. For instance, Greg Harmon for Dragonfl...
11-08-2012 08:01 AM by Tom Lydon
Exchange traded funds are a convenient way to get exposure to small-cap stocks while mitigating single-company risk. Small-cap ETFs typically focus on the bottom 10% of the market and can offer diversification benefits. "Small-cap stocks tend to be more volatile because of nar...
08-27-2012 08:26 AM by Tom Lydon
The active vs. passive debate has an interesting twist. Some actively managed mutual funds have surprising top portfolio holdings: ETFs. Investors expect active funds to outperform the indices through savvy stock picking. However, some managers are trading baskets of securitie...
08-05-2012 06:29 AM by Tom Lydon
In the current volatile market, investors can monitor certain ETFs to get a feel for market sentiment and appetite for risk. "The U.S. stock market continues to toy with investor's emotions, oscillating between rising, stalling, and falling on a seemingly weekly basis," Joel W...
08-02-2012 03:40 PM by Tom Lydon
In a sharp turn from the previous months, investors dove into the equities market and stock exchange traded funds over July but still maintained some interest in fixed-income assets. As of the end of July, U.S.-listed ETF and exchange traded note assets totaled $1.21 trillion,...
07-27-2012 10:54 AM by Paul Weisbruch, Street One Financial
The past week in terms of net inflow/outflow activity in ETFs has been marked mostly with heavier redemption activity from broad based ETFs including SPDR S&P 500 (NYSEArca: SPY), iShares Russell 2000 (NYSEArca: IWM) and PowerShares QQQ (NasdaqGM: QQQ). Collectively, the thre...
07-09-2012 01:24 PM by John Spence
U.S. stocks have moved higher the past month and the outperformance of small-cap ETFs versus the S&P 500 shows investors are willing to take on more risk. For the month ended July 6, the small-cap iShares Russell 2000 (NYSEArca: IWM) was up 5.9%, compared with a 3.2% gain ...
07-09-2012 07:57 AM by Tom Lydon
Traditional open-end mutual funds do not have the best track record when it comes to market-capitalization oriented options, with the majority of active managers underperforming indices. However, exchange traded funds passively track underlying benchmarks and provide a straight f...
06-05-2012 11:19 AM by Tom Lydon
The Eurozone grumbling sapped investor confidence, stoking a "risk-off" sentiment and compressing the exchange traded fund universe, as investors dumped equities and commodities in favor of safe-haven fixed-income assets. At the end of May, total assets in U.S.-listed ETFs and...
05-30-2012 12:20 PM by Paul Weisbruch, Street One Financial
Several Vanguard exchange traded funds were among the fund flows leaders late last week in terms of net creation activity, and it seems clear to us that a significant equity model change occurred on an institutional level, or perhaps "swaps" from like or competing ETFs. Vangua...
04-11-2012 12:14 PM by John Spence
Small-cap exchange traded funds are now trailing the S&P 500 after falling harder than the blue-chip index in the recent sell-off. The small-cap iShares Russell 2000 (NYSEArca: IWM) was up 6.6% year to date as of Tuesday's close, compared with a gain of 8.7% for the S&...
03-30-2012 08:00 AM by Tom Lydon
ETF Spotlight on iShares Russell 2000 ETF (NYSEArca: IWM), part of an ongoing series. Assets: $15.6 billion. Objective: The iShares Russell 2000 Index Fund tries to reflect the performance of the U.S. Equities market as represented by the Russell 2000, which is comprised of...
03-06-2012 02:00 PM by Paul Weisbruch, Street One Financial
Equity exchange traded funds that are tied to the Russell 2000 Index have seen an acceleration in outflows in recent sessions, and one of the largest ETFs out there in terms of assets under management, iShares Russell 2000 (NYSEArca: IWM), has lost nearly 8% of its total assets o...
02-23-2012 10:22 AM by John Spence
The popularity of exchange traded funds that invest in U.S. small-cap companies may be having an impact on the market's less-liquid stocks, and could even be making it more difficult for active managers to outperform the index. "Active managers have been fighting an uphill bat...
02-13-2012 08:18 AM by Paul Weisbruch, Street One Financial
Recently we pointed to a steady rise in the CBOE Volatility Index or VIX amid the slow melt-up in equity indexes, namely the S&P 500. Last Friday, at the first hint of bad news out of Europe regarding the Greek debt situation, equities opened well off of recent highs and t...
02-03-2012 02:10 PM by John Spence
The leadership of small-cap exchange traded funds illustrates the strength of the rally in U.S. stocks and investors' improved appetite for risk. ETFs tracking small companies such as iShares Russell 2000 (NYSEArca: IWM) have outperformed the S&P 500 by a wide margin so fa...
01-13-2012 10:42 AM by Paul Weisbruch, Street One Financial
Late last spring, a well-known index provider, Russell Investments, forayed directly into the exchange traded fund industry as an issuer and currently has 24 different strategies available to investors in ETF form. Russell is known by most as being the index provider for several ...
01-12-2012 08:46 AM by Tom Lydon
Exchange traded funds that follow small and mid-cap U.S. stocks are making up for lost time as they follow the S&P 500 above the 200-day moving average, a key technical indicator that financial advisors can use to position portfolios. Although small-cap ETFs led the charge...
01-06-2012 10:26 AM by John Spence
The Russell 2000, a popular benchmark for U.S. small-cap stocks, is making a move above the 200-day moving average but has been trailing the broader market since mid-December. The iShares Russell 2000 (NYSEArca: IWM) was in negative territory Friday after the Labor Department ...
01-05-2012 10:02 AM by Paul Weisbruch, Street One Financial
In keeping pace with the two ETF pieces that we penned on Tuesday and Wednesday earlier this week, where we concluded that dividend weighted approaches in both the U.S. large and mid-cap equity core equity space delivered superior returns to other approaches in 2011, today we exa...
12-05-2011 03:56 PM by Tom Lydon
U.S.-listed exchange traded funds and notes posted net outflows of $238 million in November as major equity ETFs saw the biggest redemptions. It was the first time since April that ETFs and ETNs have seen outflows, although they've pulled in over $100 billion so far this year. ...
11-23-2011 10:27 AM by Tom Lydon
Exchange traded funds are slowly but surely catching on with more individual investors and advisors, but hedge funds managers have been using ETFs for years to make quick bets on stocks and precious metals. For example, the three largest and newest additions to Louis Bacon's M...
11-04-2011 10:33 AM by Paul Weisbruch, Street One Financial
About a month ago, in late September, back when the equity markets were toiling near their lows, we pointed out the relative underperformance of U.S. small cap equities compared to large caps in 2011, notably those tied to the Russell 2000 Index . At the time, we highlighted t...
10-24-2011 01:15 PM by Paul Weisbruch, Street One Financial
Stock exchange traded funds indexed to the S&P 500 and other major benchmarks have broken free of their recent trading range, raising hopes for a year-end rally The S&P 500 has climbed above 1236, which is the level of the so-called Fibonacci 50% retracement point from...
10-17-2011 04:06 PM by Tom Lydon
Fund flow data reveal that institutional investors piled into exchange traded funds during the impressive run-up in last week's rally. According to Lipper data, in the week ended Oct. 12, equity funds bled $24 million, Reuters reports. However, if ETF fund flows were excluded,...
10-10-2011 08:12 AM by Paul Weisbruch, Street One Financial
With broad based equity exchange traded funds such as SPDR S&P 500 (NYSEArca: SPY) and iShares Russell 2000 (NYSEArca: IWM) finishing well off the intraday lows touched on Tuesday of last week, we did see some signs of a rotation away from Treasury ETFs and back into equities...
10-03-2011 08:28 AM by Paul Weisbruch, Street One Financial
Volatility-linked exchange traded products have rallied to a new high for 2011 as markets weigh the odds and potential consequences of a Greek default. Meanwhile, the equity markets closed on a low note last week on roughly average trading volumes. Of particular interest were ...
09-30-2011 09:57 AM by Paul Weisbruch, Street One Financial
This week the leader in exchange traded fund asset inflows (creation activity) thus far is iShares Russell 2000 (NYSEArca: IWM), taking in over $1.4 billion in new assets. We find this ETF activity notable considering the recent instability in the equity markets themselves and...
09-30-2011 09:03 AM by Tom Lydon
Institutional investors have been using exchange traded funds for short-term trades in a choppy market, according to the latest flow data, which means ETF buying and selling patterns can be volatile on a weekly basis. A total of $5.9 billion was pulled from equity focused fund...
09-15-2011 08:00 AM by John Spence
Many technical analysts keep a close eye on more volatile small-cap stocks to gauge risk appetite in the U.S. equities market. Tarquin Coe at Investors Intelligence notes that the U.S. small-cap iShares Russell 2000 (NYSEArca: IWM) is faltering somewhat on a relative basis aga...
08-26-2011 03:08 PM by John Spence
Small-cap exchange traded funds were outperforming the S&P 500 in Friday's rally after Federal Reserve Chairman Ben Bernanke's speech, but that hasn't been the case in recent weeks, which has some technical analysts worried. "The iShares Russell 2000 (NYSEArca: IWM) is in ...
08-05-2011 04:21 PM by John Spence
The Dow Jones Industrial Average managed to close Friday with a gain of 61 points in wild see-saw action. However, small-cap exchange traded funds ended with steep losses in one sign the selling may not be over. The iShares Russell 2000 (NYSEArca: IWM) lost nearly 2% on Friday...
08-04-2011 11:16 AM by Michael A. Gayed CFA
Looking at inter-market relationships, and trying to see if there is a consistent message across and within asset classes is extremely important for investors. Since early June I've published several articles discussing the possibility of a Summer Crash of 2011 (aka the Great Re...
08-02-2011 10:09 AM by Michael A. Gayed CFA
Aside from providing low-cost exposure to markets, exchange traded funds also offer the ability to get a sense of risk in financial markets. If you're an active trader or investor, certain ETFs can be analyzed to gauge changing and dynamic market sentient. Take for example the...
08-01-2011 06:27 PM by John Spence
Exchange traded funds indexed to the S&P 500 are back for another test of the 200-day moving average after the key support level held in June. Will the indicator again provide a floor for stocks following the recent pullback? "In other words, we're in the 'danger zone' for...
07-18-2011 09:49 AM by Paul Weisbruch, Street One Financial
In late 2009, Charles Schwab Investment Management forayed into the exchange traded fund market by unveiling some of the lowest cost, if not the lowest cost index ETFs in various slices of the market including U.S. large, mid, and small-cap equity, U.S. REITs, fixed income, and i...
07-07-2011 12:16 PM by John Spence
The slingshot move higher in stocks the past two weeks has carried exchange traded funds that invest in U.S. small-cap stocks back near their record high. The iShares Russell 2000 (NYSEArca: IWM) rallied nearly 2% in midday action Thursday after an upbeat ADP employment report...
06-24-2011 02:24 PM by Tom Lydon
Small-cap exchange traded funds followed the broader market lower Friday with with activity in a Russell 2000 ETF ramping up as managers buy and sell stocks to reflect the annual index reconstitution. Russell Investments is rebalancing its indexes today. Investors are watching...
06-22-2011 01:10 PM by John Spence
Exchange traded funds that invest in some of the market's riskier sectors have seen the sharpest rallies in the bounce in stocks over the past week. The list includes ETFs for precious metals miners, real estate, small-caps, financials, homebuilders and sugar. The strong re...
06-21-2011 05:48 PM by Tom Lydon
Bulls have been encouraged this week by small-cap exchange traded funds bouncing at their 200-day moving average after a sharp sell-off. Their hope is that U.S. small-cap indexes defending this key technical level is a sign that the selling is over, at least in the short term....
06-20-2011 01:07 PM by Tom Lydon
Small-cap exchange traded funds led the way higher in Monday's dealings as U.S. stock ETFs started the week on strong footing after seven weeks of lackluster action. However, Wall Street darling Apple (NasdaqGS: AAPL) weighed on the technology sector and traders want to see if...
06-16-2011 08:17 AM by Tom Lydon
Exchange traded funds from Vanguard and BlackRock dominate the list of top 20 ETFs by total distribution in the 401(k) and defined contribution business, according to a report this week. "ETFs are off to a slow start in terms of their distribution in 401k plans but we exp...
06-03-2011 04:15 PM by Tom Lydon
With all that has been going on in the world, small-cap equities and related exchange traded funds (ETFs) quietly hit recent highs in April, but the month of May was not as kind for the asset class. The iShares Russell 2000 (NYSEArca: IWM) is down 3.9% in the past month, Vangu...
05-17-2011 11:17 AM by John Spence
Exchange traded funds that invest in small-cap stocks have fallen through their 50-day moving average in this week's selling, breaching a key technical level. However, they rallied back from a similar setback in March. The $16 billion iShares Russell 2000 (NYSEArca: IWM), an E...
04-19-2011 02:24 PM by Tom Lydon
Small-cap exchange traded funds (ETFs) have rallied hard after financial downturn, but some observers note that this trajectory won't last and it is only a matter of time before this asset class cools down. The Russell 2000 Index is almost 2% shy of its record closing high, re...
04-17-2011 09:27 AM by John Spence
U.S. small-cap exchange traded funds (ETFs) have yet to top their 2007 high, but they've easily outperformed blue-chip stocks over the past decade. Benchmarks following the market's biggest stocks have trailed small and midsize companies over the last 10 years, writes Jason Zw...
04-13-2011 12:32 PM by Tom Lydon
Small-cap stocks, which are sensitive to sentiment on the overall U.S. economy, have stalled out recently within range of their 2007 peak. U.S. small-business confidence levels are also declining, according to a report this week. Small-cap exchange traded funds (ETFs) could sl...
04-12-2011 06:05 AM by Tom Lydon
Exchange traded funds (ETFs) that invest in U.S. small-cap stocks are closing in on their 2007 high as the economy gradually improves, although they followed the broader market lower Tuesday. With nearly $17 billion in assets, iShares Russell 2000 Index Fund (NYSEArca: IWM) is...
04-01-2011 07:04 AM by John Spence
The market's smaller stocks have led the way during the snapback rally with small-cap exchange traded funds (ETFs) rising to new recovery highs. Small-cap ETFs earlier this week fully erased the correction they suffered during March's pullback. [Small-Cap ETFs Rally to 52-Week...
03-30-2011 11:31 AM by John Spence
Exchange traded funds (ETFs) that invest in U.S. small-cap stocks rallied to new 52-week highs Wednesday as the sector erased the recent pullback. The iShares Russell 2000 Index Fund (NYSEArca: IWM), Vanguard Small-Cap ETF (NYSEArca: VB) and iShares S&P SmallCap 600 (NYSEA...
08-26-2010 06:00 AM by Tom Lydon
Coming out of recessions, small-caps have a tendency to outperform. So why are many small-cap exchange traded funds (ETFs) struggling to keep pace with the markets? Small-caps have had a tough time keeping up with the big guys and the month of August revealed a struggle for th...
05-23-2010 01:00 AM by Tom Lydon
Small-cap exchange traded funds (ETFs) have been doing very well for themselves compared to large-cap funds for much of the last decade. Despite the market's volatility in the last few months, small-cap funds are among a select few still perched above their long-term trend lines....
05-17-2010 06:00 AM by Tom Lydon
Small-capitalization stocks and related exchange traded funds (ETFs) have usually lead the markets as an economy recovers, and so far, the scenario has played out accordingly. Fund providers have rolled out a slew of new small-cap ETFs, but are they too late? The Russell 2000 ...
05-07-2010 02:00 PM by Tom Lydon
Small-cap companies have been on a stunning rally for the last decade, beating large-caps for all but one year since 2000. Not everyone is convinced, though. Should you be looking at small-cap exchange traded funds (ETFs) or shunning them?Some market watchers suggest that now is...
04-21-2010 01:00 PM by Tom Lydon
In the last month alone, exchange traded fund (ETF) providers have dished out more than a dozen small-cap funds in hopes that the historical tendency of small-caps to outperform in recoveries will continue to repeat itself. For the last six months, small-caps have gained about...
04-16-2010 01:00 PM by Tom Lydon
Small-cap exchange traded funds (ETFs) are up 15% in the last six months, compared to large-caps, which are up about 10% in the same time frame. So, why are small business owners becoming less optimistic instead of more? The NFIB (National Federation of Independent Business) ...
03-17-2010 03:00 PM by Tom Lydon
Small-cap and micro-cap exchange traded funds (ETFs) have been following the path woven for them by market history: they have been leaving large-caps in the dust. The outperformance of smaller and lower-quality stocks is typical in the first year of a bull market, and as the...
03-17-2010 01:00 PM by Tom Lydon
It's often been said that the top 10 exchange traded funds (ETFs) make up more than 50% of all ETF trading volume. Here are the 10 most actively traded long-only ETFs trading right now. SDPR S&P 500 (NYSEArca: SPY). SPY is one of the go-to ETFs for exposure to the broader...
02-02-2010 09:19 AM by Tom Lydon
The exchange traded fund (ETF) price war has a new combatant: Fidelity. On the heels of Charles Schwab's lead, the mutual fund provider has slashed what it costs to buy stocks and ETFs through its online brokerage platform. Fidelity has lowered its commission to $7.95 on trad...
01-28-2010 11:00 AM by Tom Lydon
President Barack Obama addressed some of the major issues facing our economy today and expressed his desire to work toward resolving them. Here are a few exchange traded funds (ETFs) that could be opportunities as the nation's problems remain in the spotlight. Health Care. The...
01-19-2010 06:00 AM by Tom Lydon
You always hear news commentators talking about "the market." But what you may not realize is that what they are really talking about is an index, and there are exchange traded funds (ETFs) that track them. Investors usually use indexes to track the performance of the stock ma...
01-15-2010 12:00 PM by Tom Lydon
Small-cap stocks and exchange traded funds (ETFs) have historically led market recoveries. This time around seems no different: many analysts predict that small-caps are going to be "ones to watch" as the United States dusts itself off. Louis Basenese for Investment U has the...
12-27-2009 01:00 AM by Tom Lydon
Small-caps seized spotlight in 2009. But will this asset class and its related exchange traded funds (ETFs) keep the good times rolling on into the new year?Small-caps had a nice 2009: The Russell 2000 Index, gained 28.7% through Dec. 24 after declining 34.8% in 2008, and the S&...
10-02-2009 02:00 PM by Tom Lydon
The markets are recovering, albeit slowly, and investors are wading back in to buy exchange traded funds (ETFs). Most of those investors, at one point or another, will come across these five ETFs, the most heavily traded ones in the markets. SPDRs S&P 500 (NYSEArca: SPY), ...
08-29-2009 06:00 AM by Tom Lydon
In general, when an economy and market recovers, it is the small-cap stocks and the exchange traded funds (ETFs) that track them that lead the recovery, but is this the case in the current market uptrend? Small-cap stocks are those with a market capitalization of less than $...
08-21-2009 06:00 AM by Tom Lydon
Exchange traded funds (ETFs) are a useful tool for investing and investors agree. Over the past couple of years trading volumes in the various ETFs have shot up. Let's take a look at which ETFs investors crave the most. ETF trading volume jumped from $142 billion in 2004 to $3...
08-14-2009 01:00 PM by Tom Lydon
There are hundreds of exchange traded funds (ETFs) available these days. They come in all different shapes and sizes, but there are six that every investors should have memorized. Ron Rowland for JutiaGroup lists these six ETFs that you must get to know. Rowland's caveat is th...
06-12-2009 02:00 PM by Tom Lydon
As stocks and exchange traded funds (ETFs) have started to bounce back and make a rally, some portfolios have performed better than others. So how do you know where to invest to be included as one of the better performers? One caveat to consider is market-cap size and style...
06-01-2009 02:00 PM by Tom Lydon
Investors are getting ready to ponder if we are coming out of a recession, with the latest evidence regarding this time period as a valuable period for small cap growth. This could give small cap exchange traded funds(ETFs) the chance for a rally if a turn around occurs. Russell...
04-27-2009 12:00 PM by Tom Lydon
Small-cap stocks and the exchange traded funds (ETFs) that track them have been surging on worries that the banking sector is still unstable. These stocks, which carry a market capitalization of anywhere between $300 million and $2 billion, are among the most volatile and ill...
03-03-2009 02:00 PM by Tom Lydon
One of the defining attributes of exchange traded funds (ETFs) is their high liquidity, but which of them are among the most liquid of all? Investors have a cornucopia of ETFs to choose from with 843 exchange-traded products currently available, writes Ron Rowland for Seeking ...
12-26-2008 01:00 AM by Tom Lydon
The so-called January effect will be under scrutiny this time around, as circumstances are extreme and stocks, exchange traded funds (ETFs) and the economy are in turmoil. Mark Hulbert for MarketWatch reports that the January effect is the seasonal tendency for stocks of small...
10-27-2008 01:00 PM by Tom Lydon
The small-cap exchange traded fund (ETF) as an asset class has had a successful decade, while proving that the little guy can come out on top in any climate. No asset class has been spared in this bear market, but over the long-term, small-cap funds have performed slightly bet...
09-28-2008 01:00 AM by Tom Lydon
While the exchange traded funds (ETFs) work to make their mark with investors and get a bigger slice of the mutual fund pie in terms of assets, fund managers don't appear to have to be sold on them. Last year, 17 out of 20 of the largest mutual fund companies were using them l...
09-12-2008 06:00 AM by Tom Lydon
Exchange traded funds (ETFs) might finally have reached the big time. Matthew Hougan for Index Universe points out that not only was Monday a big day for ETFs, as they were the three top traded securities in the world, but every day is pretty much ETF Day. On Wednesday, ETF...
08-28-2008 01:00 AM by Tom Lydon
July was a notoriously troubled month for the markets, but not all exchange traded funds (ETFs) were suffering. John Spence for MarketWatch notes that there were 708 U.S.-listed ETFs in July, with 24 managers at the helm, and $578 billion in assets, according to State Street. ...
08-21-2008 06:00 AM by Tom Lydon
Sometimes, big things come in small packages, and this summer's surprise market upswing has revealed that the small-cap focused exchange traded funds(ETFs) are full of surprises. To date, the best small-cap sampler is the iShares Russell 2000 (IWM) which has gained 14% for th...
08-20-2008 03:00 PM by Tom Lydon
As seen in the exchange traded fund (ETF) market, the U.S. stock market seems to be defying traditional elements of savvy investing. Gary Gordon for ETF Expert points out that risk or risky investments are often associated with NASDAQ, tech, or small stocks. However, these ty...
07-15-2008 10:00 AM by Tom Lydon
•If history is to repeat itself, is there a small-cap stock and exchange traded fund (ETF) rally on the horizon? Outperformance by small-cap stocks has generally followed market bottoms of recessions, so says Merrill Lynch. But first we have to figure out if we are even in a...
Number of Holdings: 2001
|Materials and Processing||1.4%|
|Medical & Dental Instruments & Supplies||1.1%|
|Textiles Apparel & Shoes||1.1%|
|Specialized Consumer Services||1.1%|
|Exploration & Production||2.6%|
|Oil & Gas Services & Equip||1.8%|
|Specialty Apparel Stores||1.3%|
|Aircraft & Parts||1.2%|
|Basic & Diversified Chemicals||1.2%|
|Publishing & Broadcasting||1.1%|
|Health Care Services||1.1%|
|Apparel Footwear & Acc Design||1%|
Number of Holdings: 2001
|0.6%||QRVO||Qorvo Inc||Technology||11549380000||United States|
|0.4%||ISIS||Isis Pharmaceuticals...||Technology||7335100000||United States|
|0.3%||PBYI||Puma Biotechnology I...||Technology||7360570000||United States|
|0.3%||DXCM||DexCom Inc||Real Estate||4879550000||United States|
|0.3%||ULTI||Ultimate Software Gr...||Technology||4948220000||United States|
|0.3%||BC||Brunswick Corp/DE||Recreational Vehicles & Boats||4768810000||United States|
|0.3%||ODP||Office Depot Inc||Specialty Stores||4998480000||United States|
|0.3%||JBLU||JetBlue Airways Corp||Real Estate||5909490000||United States|
|0.3%||GPK||Graphic Packaging Ho...||Real Estate||4788620000||United States|
|0.2%||MMS||MAXIMUS Inc||Technology||4363860000||United States|
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