NorthRock Partners LLC Boosts Holdings in iShares Russell Mid-Cap ETF $IWR

NorthRock Partners LLC grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1,296.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 533,490 shares of the company’s stock after acquiring an additional 495,279 shares during the quarter. iShares Russell Mid-Cap ETF comprises about 0.9% of NorthRock Partners LLC’s holdings, making the stock its 22nd largest position. NorthRock Partners LLC’s holdings in iShares Russell Mid-Cap ETF were worth $51,508,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. HHM Wealth Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF in the second quarter worth approximately $29,000. Traub Capital Management LLC acquired a new position in iShares Russell Mid-Cap ETF during the second quarter worth approximately $37,000. Smartleaf Asset Management LLC raised its stake in iShares Russell Mid-Cap ETF by 192.0% during the third quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock worth $39,000 after purchasing an additional 263 shares during the period. Financial Gravity Companies Inc. purchased a new position in iShares Russell Mid-Cap ETF during the second quarter worth approximately $47,000. Finally, Cary Street Partners Investment Advisory LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at $47,000. 80.16% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Down 0.1%

Shares of NYSEARCA IWR opened at $97.08 on Friday. iShares Russell Mid-Cap ETF has a 52-week low of $73.17 and a 52-week high of $103.53. The firm has a fifty day moving average of $100.69 and a 200-day moving average of $97.76. The stock has a market capitalization of $46.43 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. 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.