iShares Russell Mid-Cap ETF $IWR Shares Sold by Simon Quick Advisors LLC

Simon Quick Advisors LLC lowered its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 5.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 83,728 shares of the company’s stock after selling 4,609 shares during the quarter. Simon Quick Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $8,141,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. NFSG Corp increased its holdings in iShares Russell Mid-Cap ETF by 93.1% during the 1st quarter. NFSG Corp now owns 280 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares in the last quarter. HFM Investment Advisors LLC acquired a new position in iShares Russell Mid-Cap ETF during the fourth quarter worth about $28,000. Frazier Financial Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the first quarter valued at about $31,000. Reflection Asset Management purchased a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $33,000. Finally, Dorato Capital Management acquired a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $43,000. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR opened at $109.34 on Friday. The firm has a 50 day simple moving average of $107.82 and a 200-day simple moving average of $103.06. iShares Russell Mid-Cap ETF has a 1-year low of $91.36 and a 1-year high of $111.43. The stock has a market cap of $56.75 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

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.