iShares S&P Mid-Cap 400 Value ETF $IJJ Holdings Reduced by Balance Wealth LLC

Balance Wealth LLC trimmed its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 34.6% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 81,687 shares of the company’s stock after selling 43,164 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF comprises approximately 3.4% of Balance Wealth LLC’s portfolio, making the stock its 7th biggest position. Balance Wealth LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $10,823,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of IJJ. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 498.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,754,991 shares of the company’s stock worth $494,119,000 after buying an additional 3,127,303 shares during the last quarter. Align Financial LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the fourth quarter worth about $26,805,000. AlphaCore Capital LLC lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 5,244.2% in the fourth quarter. AlphaCore Capital LLC now owns 165,351 shares of the company’s stock worth $21,759,000 after buying an additional 162,257 shares in the last quarter. UBS Group AG lifted its stake in iShares S&P Mid-Cap 400 Value ETF by 5.4% in the 3rd quarter. UBS Group AG now owns 2,154,324 shares of the company’s stock worth $279,459,000 after purchasing an additional 110,590 shares in the last quarter. Finally, BNP Paribas Financial Markets grew its position in shares of iShares S&P Mid-Cap 400 Value ETF by 681.7% during the second quarter. BNP Paribas Financial Markets now owns 72,700 shares of the company’s stock valued at $8,984,000 after purchasing an additional 63,400 shares in the last quarter. 66.95% of the stock is owned by hedge funds and other institutional investors.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.9%

Shares of iShares S&P Mid-Cap 400 Value ETF stock opened at $147.03 on Friday. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $121.37 and a twelve month high of $148.11. The business has a 50-day moving average price of $142.14 and a 200-day moving average price of $138.25. The firm has a market cap of $8.79 billion, a price-to-earnings ratio of 16.13 and a beta of 0.96.

iShares S&P Mid-Cap 400 Value ETF Profile

iShares S&P Mid-Cap 400 Value ETF, formerly iShares S&P MidCap 400 Value Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P MidCap 400 Value Index (the Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market and consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.