Simplicity Wealth LLC Raises Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Simplicity Wealth LLC increased its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 12,536 shares of the company’s stock after buying an additional 336 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,066,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Blair William & Co. IL grew its stake in shares of iShares Russell Mid-Cap ETF by 2.8% during the fourth quarter. Blair William & Co. IL now owns 143,847 shares of the company’s stock valued at $12,716,000 after acquiring an additional 3,851 shares in the last quarter. BOK Financial Private Wealth Inc. boosted its holdings in iShares Russell Mid-Cap ETF by 351.5% in the fourth quarter. BOK Financial Private Wealth Inc. now owns 7,057 shares of the company’s stock valued at $624,000 after purchasing an additional 5,494 shares during the last quarter. Hirtle Callaghan & Co LLC grew its stake in iShares Russell Mid-Cap ETF by 40.7% during the 4th quarter. Hirtle Callaghan & Co LLC now owns 7,238 shares of the company’s stock valued at $640,000 after purchasing an additional 2,095 shares in the last quarter. Smith Moore & CO. increased its holdings in iShares Russell Mid-Cap ETF by 0.9% during the 4th quarter. Smith Moore & CO. now owns 28,115 shares of the company’s stock worth $2,485,000 after purchasing an additional 256 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC increased its holdings in iShares Russell Mid-Cap ETF by 37.9% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 14,251 shares of the company’s stock worth $1,260,000 after purchasing an additional 3,913 shares during the last quarter.

iShares Russell Mid-Cap ETF Trading Down 0.2%

iShares Russell Mid-Cap ETF stock opened at $90.37 on Thursday. iShares Russell Mid-Cap ETF has a 52 week low of $73.17 and a 52 week high of $96.01. The stock has a market cap of $41.10 billion, a P/E ratio of 20.51 and a beta of 1.06. The stock has a 50 day moving average of $85.29 and a 200-day moving average of $88.27.

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.