IShares Russell Ownership
| IWS Etf | USD 125.83 0.76 0.60% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares Russell is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 716 constituents with avarage daily trading value of 560.4 K. The fund charges 0.23 percent management fee with a total expences of 0.23 percent of total asset. The fund generated five year return of 20.0%. iShares Russell Mid retains 99.89% of assets under management (AUM) in equities. This fund last dividend was 0.359 per share. The index measures the performance of the mid-capitalization value sector of the U.S. equity market, as defined by Russell. Russell Mid-Cap is traded on NYSEARCA Exchange in the United States. To learn more about iShares Russell Mid Cap call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Russell , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| APTV | Aptiv PLC | Stock | |
| SYF | Synchrony Financial | Stock | |
| A | Agilent Technologies | Stock | |
| CTVA | Corteva | Stock | |
| PEG | Public Service Enterprise | Stock | |
| PCAR | PACCAR Inc | Stock | |
| MSI | Motorola Solutions | Stock | |
| MTB | MT Bank | Stock | |
| PPL | PPL Corporation | Stock | |
| STI | Solidion Technology | Stock | |
| AFL | Aflac Incorporated | Stock | |
| INFO | Harbor ETF Trust | Etf | |
| PLD | Prologis | Stock | |
| F | Ford Motor | Stock | |
| WEC | WEC Energy Group | Stock | |
| PRU | Prudential Financial | Stock | |
| PPG | PPG Industries | Stock | |
| TROW | T Rowe Price | Stock | |
| EIX | Edison International | Stock | |
| DFS | Discover Financial Services | Stock | |
| JCI | Johnson Controls International | Stock | |
| NWL | Newell Brands | Stock | |
| HPQ | HP Inc | Stock | |
| ED | Consolidated Edison | Stock | |
| OTIS | Otis Worldwide Corp | Stock | |
| NEM | Newmont Goldcorp Corp | Stock | |
| MU | Micron Technology | Stock | |
| KR | Kroger Company | Stock |
Institutional Etf Holders for IShares Russell
| QMLAX | Quantified Market Leaders | Mutual Fund | |
| CRTBX | Conquer Risk Tactical | Mutual Fund | |
| QMLFX | Quantified Market Leaders | Mutual Fund | |
| MLUYX | Massmutual Select Mid Cap | Mutual Fund | |
| MLUFX | Massmutual Select Mid Cap | Mutual Fund | |
| MLUSX | Massmutual Select Mid Cap | Mutual Fund | |
| MLUNX | Massmutual Select Mid Cap | Mutual Fund | |
| MLUZX | Massmutual Select Mid Cap | Mutual Fund | |
| MLULX | Massmutual Select Mid Cap | Mutual Fund | |
| MLUAX | Massmutual Select Mid | Mutual Fund | |
| AVUAX | Mid Cap Value | Mutual Fund | |
| PMDDX | Small Midcap Dividend Income | Mutual Fund | |
| ACMVX | Mid Cap Value | Mutual Fund | |
| AMDVX | Mid Cap Value | Mutual Fund | |
| PMDHX | Small Midcap Dividend Income | Mutual Fund | |
| AMVRX | Mid Cap Value | Mutual Fund | |
| ACLAX | Mid Cap Value | Mutual Fund | |
| AMVGX | Mid Cap Value | Mutual Fund | |
| PMDAX | Small Midcap Dividend Income | Mutual Fund | |
| PMDIX | Small Midcap Dividend Income | Mutual Fund | |
| ABRFX | Americafirst Tactical Alpha | Mutual Fund | |
| ABRWX | Americafirst Tactical Alpha | Mutual Fund | |
| ABRUX | Americafirst Monthly Risk On | Mutual Fund | |
| AMVYX | Mid Cap Value | Mutual Fund |
iShares Russell Mid Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific IShares Russell insiders, such as employees or executives, is commonly permitted as long as it does not rely on IShares Russell's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases IShares Russell insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Miller S James over six months ago Acquisition by Miller S James of 100000 shares of IShares Russell at 1.45 subject to Rule 16b-3 |
IShares Russell Outstanding Bonds
IShares Russell issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Russell Mid uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Russell Mid Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Thematic Opportunities
Explore Investment Opportunities
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Russell Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of iShares Russell Mid is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.