Heritage Investors Management Corp Lowers Stake in iShares Russell Mid-Cap ETF $IWR

Heritage Investors Management Corp lessened its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,310 shares of the company’s stock after selling 275 shares during the period. Heritage Investors Management Corp’s holdings in iShares Russell Mid-Cap ETF were worth $1,592,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Atria Investments Inc boosted its stake in shares of iShares Russell Mid-Cap ETF by 12.1% in the second quarter. Atria Investments Inc now owns 26,399 shares of the company’s stock valued at $2,428,000 after purchasing an additional 2,856 shares during the period. Carret Asset Management LLC grew its stake in iShares Russell Mid-Cap ETF by 0.7% during the 2nd quarter. Carret Asset Management LLC now owns 70,780 shares of the company’s stock valued at $6,510,000 after purchasing an additional 467 shares in the last quarter. Live Oak Private Wealth LLC grew its stake in iShares Russell Mid-Cap ETF by 55.8% during the 2nd quarter. Live Oak Private Wealth LLC now owns 13,084 shares of the company’s stock valued at $1,203,000 after purchasing an additional 4,687 shares in the last quarter. Assetmark Inc. grew its stake in iShares Russell Mid-Cap ETF by 65.4% during the 2nd quarter. Assetmark Inc. now owns 5,190 shares of the company’s stock valued at $477,000 after purchasing an additional 2,053 shares in the last quarter. Finally, Arkadios Wealth Advisors grew its stake in iShares Russell Mid-Cap ETF by 242.9% during the 2nd quarter. Arkadios Wealth Advisors now owns 12,580 shares of the company’s stock valued at $1,157,000 after purchasing an additional 8,911 shares in the last quarter. 80.16% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Down 0.8%

Shares of NYSEARCA IWR opened at $95.07 on Friday. iShares Russell Mid-Cap ETF has a fifty-two week low of $73.17 and a fifty-two week high of $97.87. The business has a 50 day moving average price of $96.23 and a two-hundred day moving average price of $92.13. The firm has a market cap of $44.58 billion, a PE ratio of 21.00 and a beta of 1.06.

About iShares Russell Mid-Cap ETF

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.