Lpwm LLC Boosts Holdings in iShares Russell Mid-Cap Value ETF $IWS

Lpwm LLC raised its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 2.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 231,561 shares of the company’s stock after acquiring an additional 6,253 shares during the quarter. iShares Russell Mid-Cap Value ETF makes up about 8.2% of Lpwm LLC’s investment portfolio, making the stock its 3rd largest holding. Lpwm LLC owned 0.23% of iShares Russell Mid-Cap Value ETF worth $32,662,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in iShares Russell Mid-Cap Value ETF by 1.0% in the 4th quarter. Brighton Jones LLC now owns 20,670 shares of the company’s stock valued at $2,673,000 after purchasing an additional 201 shares during the last quarter. Revolve Wealth Partners LLC increased its position in iShares Russell Mid-Cap Value ETF by 2.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 6,439 shares of the company’s stock worth $833,000 after buying an additional 124 shares during the last quarter. AQR Capital Management LLC increased its position in iShares Russell Mid-Cap Value ETF by 18.6% during the first quarter. AQR Capital Management LLC now owns 8,080 shares of the company’s stock worth $1,018,000 after buying an additional 1,267 shares during the last quarter. Jane Street Group LLC bought a new stake in iShares Russell Mid-Cap Value ETF in the first quarter valued at approximately $5,269,000. Finally, Bank of New York Mellon Corp lifted its position in shares of iShares Russell Mid-Cap Value ETF by 26.1% in the second quarter. Bank of New York Mellon Corp now owns 62,661 shares of the company’s stock valued at $8,280,000 after buying an additional 12,970 shares during the last quarter. Institutional investors own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Up 0.1%

Shares of NYSEARCA IWS opened at $145.41 on Friday. iShares Russell Mid-Cap Value ETF has a 12 month low of $108.85 and a 12 month high of $154.79. The stock has a 50 day moving average of $149.51 and a 200-day moving average of $143.23. The company has a market capitalization of $14.46 billion, a P/E ratio of 19.11 and a beta of 1.02.

About iShares Russell Mid-Cap Value ETF

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.