Dakota Wealth Management Sells 64,667 Shares of iShares Russell Mid-Cap ETF $IWR

Dakota Wealth Management lessened its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 375,324 shares of the company’s stock after selling 64,667 shares during the period. iShares Russell Mid-Cap ETF accounts for about 0.7% of Dakota Wealth Management’s portfolio, making the stock its 27th largest position. Dakota Wealth Management owned 0.08% of iShares Russell Mid-Cap ETF worth $36,238,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. First Horizon Corp acquired a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter valued at approximately $10,431,000. D.A. Davidson & CO. lifted its holdings in iShares Russell Mid-Cap ETF by 2.0% during the 3rd quarter. D.A. Davidson & CO. now owns 318,885 shares of the company’s stock worth $30,788,000 after buying an additional 6,307 shares in the last quarter. Assetmark Inc. boosted its position in iShares Russell Mid-Cap ETF by 65.4% in the 2nd quarter. Assetmark Inc. now owns 5,190 shares of the company’s stock valued at $477,000 after buying an additional 2,053 shares during the last quarter. Ashton Thomas Securities LLC bought a new position in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $810,000. Finally, Allspring Global Investments Holdings LLC increased its stake in shares of iShares Russell Mid-Cap ETF by 156.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 15,134 shares of the company’s stock valued at $1,461,000 after buying an additional 9,228 shares during the period. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Stock Down 1.4%

Shares of IWR opened at $101.29 on Tuesday. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $103.38. The firm has a market capitalization of $48.44 billion, a PE ratio of 21.00 and a beta of 1.06. The stock’s fifty day simple moving average is $99.66 and its 200-day simple moving average is $97.17.

iShares Russell Mid-Cap ETF Profile

iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time.