Phillips Financial Management LLC Trims Stake in iShares Russell Mid-Cap ETF (IWR)

Phillips Financial Management LLC reduced its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 0.3% in the 1st quarter, Holdings Channel reports. The firm owned 54,643 shares of the company’s stock after selling 185 shares during the period. Phillips Financial Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,982,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of IWR. Viridian Ria LLC raised its stake in iShares Russell Mid-Cap ETF by 4.9% during the 1st quarter. Viridian Ria LLC now owns 24,886 shares of the company’s stock valued at $1,342,000 after acquiring an additional 1,160 shares during the last quarter. Colony Group LLC raised its stake in iShares Russell Mid-Cap ETF by 282.3% during the 4th quarter. Colony Group LLC now owns 256,588 shares of the company’s stock valued at $11,926,000 after acquiring an additional 189,474 shares during the last quarter. Fishman Jay A Ltd. MI raised its stake in iShares Russell Mid-Cap ETF by 300.0% during the 4th quarter. Fishman Jay A Ltd. MI now owns 4,600 shares of the company’s stock valued at $214,000 after acquiring an additional 3,450 shares during the last quarter. Adviser Investments LLC raised its stake in iShares Russell Mid-Cap ETF by 296.0% during the 4th quarter. Adviser Investments LLC now owns 83,814 shares of the company’s stock valued at $3,896,000 after acquiring an additional 62,647 shares during the last quarter. Finally, BLB&B Advisors LLC increased its position in iShares Russell Mid-Cap ETF by 300.0% during the 4th quarter. BLB&B Advisors LLC now owns 5,472 shares of the company’s stock worth $254,000 after purchasing an additional 4,104 shares during the period.

NYSEARCA IWR traded down $0.41 on Friday, hitting $54.36. 8,003 shares of the company’s stock were exchanged, compared to its average volume of 2,152,049. iShares Russell Mid-Cap ETF has a fifty-two week low of $43.64 and a fifty-two week high of $56.23.

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iShares Russell Mid-Cap ETF 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.

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Want to see what other hedge funds are holding IWR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap ETF (NYSEARCA:IWR).

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

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