Three Bridge Wealth Advisors LLC Grows Stake in iShares Russell Mid-Cap ETF $IWR

Three Bridge Wealth Advisors LLC raised its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 136,318 shares of the company’s stock after buying an additional 5,756 shares during the quarter. iShares Russell Mid-Cap ETF comprises approximately 3.5% of Three Bridge Wealth Advisors LLC’s portfolio, making the stock its 10th biggest position. Three Bridge Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $13,123,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of IWR. Jones Financial Companies Lllp increased its stake in iShares Russell Mid-Cap ETF by 8.1% during the 3rd quarter. Jones Financial Companies Lllp now owns 75,344,008 shares of the company’s stock valued at $7,245,741,000 after purchasing an additional 5,633,614 shares in the last quarter. CIBC Bancorp USA Inc. bought a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter worth approximately $285,568,000. BNP Paribas Financial Markets grew its position in iShares Russell Mid-Cap ETF by 186.3% in the 2nd quarter. BNP Paribas Financial Markets now owns 764,638 shares of the company’s stock worth $70,324,000 after purchasing an additional 497,601 shares during the period. NorthRock Partners LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 1,296.2% in the 3rd quarter. NorthRock Partners LLC now owns 533,490 shares of the company’s stock worth $51,508,000 after buying an additional 495,279 shares during the last quarter. Finally, Proficio Capital Partners LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 5,042.0% in the 3rd quarter. Proficio Capital Partners LLC now owns 426,784 shares of the company’s stock worth $41,206,000 after buying an additional 418,484 shares during the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Up 0.1%

iShares Russell Mid-Cap ETF stock opened at $107.48 on Tuesday. iShares Russell Mid-Cap ETF has a 52-week low of $87.68 and a 52-week high of $107.79. The company has a market cap of $54.06 billion, a P/E ratio of 21.00 and a beta of 1.01. The business has a 50-day simple moving average of $102.47 and a two-hundred day simple moving average of $100.06.

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.