IShares Russell Ownership
| IWP Etf | USD 135.27 0.36 0.27% |
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 JPMorgan Chase Bank, N.A.. The fund has 294 constituents with avarage daily trading value of 1 M. 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 13.0%. iShares Russell Mid retains 99.89% of assets under management (AUM) in equities. This fund last dividend was 0.203 per share. The index measures the performance of the mid-capitalization growth 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
| ENPH | Enphase Energy | Stock | |
| PINS | Stock | ||
| DXCM | DexCom Inc | Stock | |
| CNC | Centene Corp | Stock | |
| CMG | Chipotle Mexican Grill | Stock | |
| AZO | AutoZone | Stock | |
| DXC | DXC Technology Co | Stock | |
| TTD | Trade Desk | Stock | |
| SQ | Block Inc | Stock | |
| ALGN | Align Technology | Stock | |
| LRCX | Lam Research Corp | Stock | |
| SNPS | Synopsys | Stock | |
| LULU | Lululemon Athletica | Stock | |
| MTCH | Match Group | Stock | |
| TT | Trane Technologies plc | Stock | |
| ILMN | Illumina | Stock | |
| NVDA | NVIDIA | Stock | |
| ROKU | Roku Inc | Stock | |
| SPOT | Spotify Technology SA | Stock | |
| ADI | Analog Devices | Stock | |
| PAYX | Paychex | Stock | |
| WDAY | Workday | Stock | |
| AMD | Advanced Micro Devices | Stock | |
| DG | Dollar General | Stock | |
| ADSK | Autodesk | Stock | |
| CRWD | Crowdstrike Holdings | Stock | |
| SPLK | Splunk Inc | Stock |
Institutional Etf Holders for IShares Russell
| CFAGX | The Midcap Growth | Mutual Fund | |
| FASCX | Franklin K2 Alternative | Mutual Fund | |
| FABZX | K2 Alternative Strategies | Mutual Fund | |
| FSKKX | K2 Alternative Strategies | Mutual Fund | |
| MIMSX | Bny Mellon Mid | Mutual Fund | |
| FAAAX | Franklin K2 Alternative | Mutual Fund | |
| VEGA | AdvisorShares STAR Global | Etf | |
| FASRX | K2 Alternative Strategies | Mutual Fund | |
| MPMCX | Bny Mellon Mid | Mutual Fund | |
| SPEDX | Alger Dynamic Opportunities | Mutual Fund | |
| ADOZX | Alger Dynamic Opportunities | Mutual Fund | |
| ADOCX | Alger Dynamic Opportunities | Mutual Fund | |
| OWSMX | Old Westbury Small | Mutual Fund | |
| VTRSX | Voya Target Retirement | Mutual Fund | |
| VTRUX | Voya Target Retirement | Mutual Fund | |
| VRROX | Voya Target Retirement | Mutual Fund | |
| ABRFX | Americafirst Tactical Alpha | Mutual Fund | |
| ABRWX | Americafirst Tactical Alpha | Mutual Fund | |
| ABRUX | Americafirst Monthly Risk On | Mutual Fund | |
| VRSAX | Voya Retirement Solution | Mutual Fund | |
| TRGMX | Tiaa Cref Mid Cap Growth | Mutual Fund | |
| TRGPX | Tiaa Cref Mid Cap Growth | Mutual Fund | |
| TRPWX | Tiaa Cref Mid Cap Growth | Mutual Fund | |
| JTHIX | James Alpha Total | Mutual Fund |
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 | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Pair Trading with IShares Russell
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Russell position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Russell will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 1.0 | VOT | Vanguard Mid Cap | PairCorr |
| 0.96 | ARKK | ARK Innovation ETF | PairCorr |
| 0.95 | IJK | iShares SP Mid | PairCorr |
| 1.0 | JKH | iShares Morningstar Mid | PairCorr |
The ability to find closely correlated positions to IShares Russell could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Russell when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Russell - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Russell Mid Cap to buy it.
The correlation of IShares Russell is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Russell moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Russell Mid moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Russell can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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.