Coastline Trust Co trimmed its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 5.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 345,238 shares of the company’s stock after selling 18,592 shares during the period. iShares Russell Mid-Cap ETF makes up 3.1% of Coastline Trust Co’s investment portfolio, making the stock its 8th largest holding. Coastline Trust Co owned about 0.07% of iShares Russell Mid-Cap ETF worth $33,236,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of IWR. HHM Wealth Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap ETF during the 2nd quarter valued at $29,000. KERR FINANCIAL PLANNING Corp acquired a new stake in iShares Russell Mid-Cap ETF in the third quarter worth $32,000. Traub Capital Management LLC acquired a new stake in iShares Russell Mid-Cap ETF in the second quarter worth $37,000. Smartleaf Asset Management LLC increased its stake in iShares Russell Mid-Cap ETF by 192.0% in the third quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock valued at $39,000 after purchasing an additional 263 shares in the last quarter. Finally, Cary Street Partners Investment Advisory LLC bought a new stake in iShares Russell Mid-Cap ETF in the third quarter valued at $47,000. Institutional investors and hedge funds own 80.16% of the company’s stock.
iShares Russell Mid-Cap ETF Trading Up 0.1%
Shares of NYSEARCA IWR opened at $97.60 on Friday. The firm has a market capitalization of $46.68 billion, a P/E ratio of 21.00 and a beta of 1.06. The firm’s 50-day moving average price is $100.59 and its 200-day moving average price is $97.81. iShares Russell Mid-Cap ETF has a 1-year low of $73.17 and a 1-year high of $103.53.
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.
Further Reading
Want to see what other hedge funds are holding IWR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report).
Receive News & Ratings for iShares Russell Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
