iShares Russell Mid-Cap ETF $IWR Shares Sold by Evensky & Katz LLC

Evensky & Katz LLC cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 35.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,914 shares of the company’s stock after selling 10,260 shares during the quarter. Evensky & Katz LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,018,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Baird Financial Group Inc. lifted its holdings in iShares Russell Mid-Cap ETF by 18.8% in the 2nd quarter. Baird Financial Group Inc. now owns 10,660,298 shares of the company’s stock valued at $1,176,044,000 after acquiring an additional 1,690,390 shares during the last quarter. Envestnet Asset Management Inc. grew its stake in shares of iShares Russell Mid-Cap ETF by 0.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 4,500,690 shares of the company’s stock worth $496,505,000 after purchasing an additional 29,329 shares during the last quarter. AMG National Trust Bank grew its stake in shares of iShares Russell Mid-Cap ETF by 2.0% in the 1st quarter. AMG National Trust Bank now owns 3,889,097 shares of the company’s stock worth $378,137,000 after purchasing an additional 77,476 shares during the last quarter. Fifth Third Bancorp grew its stake in shares of iShares Russell Mid-Cap ETF by 25.7% in the 1st quarter. Fifth Third Bancorp now owns 2,547,979 shares of the company’s stock worth $247,740,000 after purchasing an additional 521,709 shares during the last quarter. Finally, Oakworth Capital Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter worth approximately $132,849,000. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA IWR opened at $110.33 on Wednesday. The company’s 50 day simple moving average is $109.93 and its 200 day simple moving average is $105.84. iShares Russell Mid-Cap ETF has a 12 month low of $91.64 and a 12 month high of $114.97. The company has a market capitalization of $57.36 billion, a P/E ratio of 21.00 and a beta of 1.00.

iShares Russell Mid-Cap ETF Company 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.