Bleakley Financial Group LLC Raises Stock Position in iShares Russell 1000 Value ETF $IWD

Bleakley Financial Group LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 85,397 shares of the exchange traded fund’s stock after purchasing an additional 2,825 shares during the period. Bleakley Financial Group LLC’s holdings in iShares Russell 1000 Value ETF were worth $18,247,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in IWD. Simplicity Wealth LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 0.3% in the 1st quarter. Simplicity Wealth LLC now owns 16,034 shares of the exchange traded fund’s stock valued at $3,426,000 after buying an additional 44 shares during the period. Falcon Wealth Planning boosted its stake in shares of iShares Russell 1000 Value ETF by 3.9% in the first quarter. Falcon Wealth Planning now owns 1,204 shares of the exchange traded fund’s stock worth $257,000 after buying an additional 45 shares during the last quarter. Members Wealth LLC grew its holdings in iShares Russell 1000 Value ETF by 3.6% during the first quarter. Members Wealth LLC now owns 1,330 shares of the exchange traded fund’s stock worth $301,000 after acquiring an additional 46 shares during the period. Cardiff Park Advisors LLC grew its holdings in iShares Russell 1000 Value ETF by 0.6% during the fourth quarter. Cardiff Park Advisors LLC now owns 7,433 shares of the exchange traded fund’s stock worth $1,563,000 after acquiring an additional 46 shares during the period. Finally, Sax Wealth Advisors LLC raised its position in iShares Russell 1000 Value ETF by 0.5% during the fourth quarter. Sax Wealth Advisors LLC now owns 9,571 shares of the exchange traded fund’s stock valued at $2,013,000 after acquiring an additional 49 shares in the last quarter. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Trading Up 0.3%

Shares of NYSEARCA:IWD opened at $247.62 on Tuesday. iShares Russell 1000 Value ETF has a 12-month low of $191.64 and a 12-month high of $249.26. The company has a market capitalization of $81.73 billion, a PE ratio of 18.83 and a beta of 0.84. The business has a 50 day moving average of $239.50 and a two-hundred day moving average of $226.60.

iShares Russell 1000 Value ETF Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.