Excelsior Advisor Network LLC Has $1.08 Million Position in iShares Russell Mid-Cap ETF $IWR

Excelsior Advisor Network LLC boosted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWRFree Report) by 96.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,159 shares of the company’s stock after purchasing an additional 5,473 shares during the quarter. Excelsior Advisor Network LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,085,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. NFSG Corp lifted its holdings in shares of iShares Russell Mid-Cap ETF by 93.1% during the first quarter. NFSG Corp now owns 280 shares of the company’s stock worth $27,000 after buying an additional 135 shares in the last quarter. HFM Investment Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $28,000. Frazier Financial Advisors LLC bought a new position in iShares Russell Mid-Cap ETF during the first quarter worth about $31,000. Reflection Asset Management bought a new position in iShares Russell Mid-Cap ETF during the fourth quarter worth about $33,000. Finally, Scarborough Advisors LLC acquired a new stake in iShares Russell Mid-Cap ETF in the 1st quarter worth about $38,000. 80.16% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Trading Up 0.6%

NYSEARCA IWR opened at $109.98 on Tuesday. The company has a market cap of $56.21 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The company has a 50 day moving average of $108.38 and a 200-day moving average of $103.59. iShares Russell Mid-Cap ETF has a 1-year low of $91.36 and a 1-year high of $111.43.

iShares Russell Mid-Cap ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

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