D.A. Davidson & CO. grew its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 3.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,091,192 shares of the company’s stock after purchasing an additional 38,084 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for about 0.9% of D.A. Davidson & CO.’s investment portfolio, making the stock its 22nd largest position. D.A. Davidson & CO. owned about 1.82% of iShares S&P Mid-Cap 400 Value ETF worth $144,583,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of the company. Concurrent Investment Advisors LLC boosted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 70.6% during the fourth quarter. Concurrent Investment Advisors LLC now owns 18,184 shares of the company’s stock worth $2,393,000 after purchasing an additional 7,524 shares during the last quarter. Genesis Private Wealth LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF in the fourth quarter valued at $1,229,000. Sterling Financial Planning Inc. increased its stake in iShares S&P Mid-Cap 400 Value ETF by 3.5% in the fourth quarter. Sterling Financial Planning Inc. now owns 152,975 shares of the company’s stock valued at $20,130,000 after purchasing an additional 5,107 shares during the last quarter. Compass Financial Group Inc. Ohio purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the fourth quarter worth about $1,134,000. Finally, MidFirst Bank purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the fourth quarter worth about $7,237,000. 66.95% of the stock is currently owned by hedge funds and other institutional investors.
iShares S&P Mid-Cap 400 Value ETF Trading Up 0.3%
Shares of NYSEARCA:IJJ opened at $147.16 on Thursday. The firm has a market cap of $8.76 billion, a price-to-earnings ratio of 16.13 and a beta of 0.96. The stock’s 50-day moving average price is $143.66 and its two-hundred day moving average price is $139.55. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $121.37 and a 12-month high of $148.28.
About iShares S&P Mid-Cap 400 Value ETF
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.
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