Carret Asset Management LLC Raises Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Carret Asset Management LLC lifted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 71,066 shares of the company’s stock after buying an additional 1,191 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $5,524,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of IWR. TIAA Trust National Association purchased a new stake in shares of iShares Russell Mid-Cap ETF during the third quarter worth about $394,425,000. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter worth approximately $263,002,000. Pathstone Family Office LLC boosted its position in shares of iShares Russell Mid-Cap ETF by 12,660.4% in the third quarter. Pathstone Family Office LLC now owns 2,053,275 shares of the company’s stock worth $142,189,000 after acquiring an additional 2,037,184 shares during the last quarter. US Bancorp DE boosted its position in shares of iShares Russell Mid-Cap ETF by 5.5% in the third quarter. US Bancorp DE now owns 20,883,233 shares of the company’s stock worth $1,446,700,000 after acquiring an additional 1,081,947 shares during the last quarter. Finally, Natixis Advisors L.P. lifted its position in iShares Russell Mid-Cap ETF by 1,673.5% during the third quarter. Natixis Advisors L.P. now owns 1,032,192 shares of the company’s stock valued at $71,479,000 after buying an additional 973,991 shares in the last quarter.

iShares Russell Mid-Cap ETF Price Performance

IWR stock traded up $0.04 during midday trading on Wednesday, reaching $80.41. 1,128,358 shares of the company’s stock traded hands, compared to its average volume of 1,451,506. The company has a market capitalization of $32.29 billion, a P/E ratio of 20.48 and a beta of 1.03. iShares Russell Mid-Cap ETF has a fifty-two week low of $64.66 and a fifty-two week high of $84.33. The business has a 50-day moving average price of $81.29 and a two-hundred day moving average price of $76.17.

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.