Waverly Advisors LLC Boosts Stake in iShares Core S&P Mid-Cap ETF $IJH

Waverly Advisors LLC boosted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJHFree Report) by 18.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,027,514 shares of the company’s stock after purchasing an additional 157,503 shares during the quarter. Waverly Advisors LLC owned about 0.06% of iShares Core S&P Mid-Cap ETF worth $79,232,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. PFG Investments LLC grew its position in iShares Core S&P Mid-Cap ETF by 0.7% in the 1st quarter. PFG Investments LLC now owns 20,529 shares of the company’s stock valued at $1,386,000 after buying an additional 140 shares during the last quarter. Childress Capital Advisors LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.3% in the first quarter. Childress Capital Advisors LLC now owns 11,081 shares of the company’s stock valued at $748,000 after purchasing an additional 142 shares in the last quarter. Novak & Powell Financial Services Inc. grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.3% during the fourth quarter. Novak & Powell Financial Services Inc. now owns 42,168 shares of the company’s stock worth $2,783,000 after buying an additional 145 shares in the last quarter. Foster & Motley Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 2.3% during the first quarter. Foster & Motley Inc. now owns 6,587 shares of the company’s stock worth $445,000 after acquiring an additional 145 shares during the last quarter. Finally, CrossGen Wealth LLC increased its stake in iShares Core S&P Mid-Cap ETF by 0.6% in the first quarter. CrossGen Wealth LLC now owns 25,772 shares of the company’s stock valued at $1,740,000 after purchasing an additional 148 shares during the last quarter. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Stock Down 0.6%

Shares of IJH traded down $0.49 during mid-day trading on Tuesday, hitting $75.36. The company had a trading volume of 4,916,029 shares, compared to its average volume of 11,082,847. The stock has a market cap of $122.57 billion, a PE ratio of 19.00 and a beta of 1.01. The business’s 50-day simple moving average is $76.20 and its 200-day simple moving average is $73.45. iShares Core S&P Mid-Cap ETF has a 1-year low of $62.22 and a 1-year high of $78.71.

About iShares Core S&P Mid-Cap ETF

(Free Report)

Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.

Further Reading

Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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