Valeo Financial Advisors LLC Has $7.76 Million Stake in iShares Russell Mid-Cap ETF $IWR

Valeo Financial Advisors LLC increased its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 223.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 84,387 shares of the company’s stock after purchasing an additional 58,307 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $7,761,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Jones Financial Companies Lllp boosted its position in iShares Russell Mid-Cap ETF by 6.9% in the 1st quarter. Jones Financial Companies Lllp now owns 66,497,354 shares of the company’s stock valued at $5,628,396,000 after buying an additional 4,290,076 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of iShares Russell Mid-Cap ETF by 23.5% during the second quarter. Bank of New York Mellon Corp now owns 9,899,322 shares of the company’s stock worth $910,441,000 after acquiring an additional 1,880,984 shares during the last quarter. BNP Paribas Financial Markets raised its position in shares of iShares Russell Mid-Cap ETF by 186.3% during the second quarter. BNP Paribas Financial Markets now owns 764,638 shares of the company’s stock worth $70,324,000 after acquiring an additional 497,601 shares during the last quarter. Creative Planning lifted its stake in shares of iShares Russell Mid-Cap ETF by 35.9% during the second quarter. Creative Planning now owns 930,420 shares of the company’s stock valued at $85,571,000 after acquiring an additional 245,879 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF by 9,097.0% in the second quarter. Laurel Wealth Advisors LLC now owns 192,586 shares of the company’s stock valued at $17,712,000 after acquiring an additional 190,492 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Down 1.1%

Shares of IWR stock opened at $97.76 on Monday. The firm has a market cap of $45.85 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $99.12. The stock has a 50-day moving average price of $95.86 and a 200 day moving average price of $94.45.

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.