iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) is LBJ Family Wealth Advisors Ltd.’s 3rd Largest Position

LBJ Family Wealth Advisors Ltd. lowered its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 0.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 131,811 shares of the company’s stock after selling 1,113 shares during the period. iShares Russell Mid-Cap Value ETF accounts for 10.1% of LBJ Family Wealth Advisors Ltd.’s investment portfolio, making the stock its 3rd biggest position. LBJ Family Wealth Advisors Ltd.’s holdings in iShares Russell Mid-Cap Value ETF were worth $14,478,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in IWS. King Luther Capital Management Corp lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 2.8% in the 1st quarter. King Luther Capital Management Corp now owns 7,570 shares of the company’s stock valued at $804,000 after purchasing an additional 205 shares in the last quarter. Financial Counselors Inc. lifted its stake in shares of iShares Russell Mid-Cap Value ETF by 11.7% in the 1st quarter. Financial Counselors Inc. now owns 15,177 shares of the company’s stock valued at $1,612,000 after purchasing an additional 1,593 shares in the last quarter. Callan Family Office LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the 4th quarter valued at $641,000. Wells Fargo & Company MN increased its holdings in iShares Russell Mid-Cap Value ETF by 4.3% in the 4th quarter. Wells Fargo & Company MN now owns 6,105,443 shares of the company’s stock valued at $643,147,000 after purchasing an additional 252,607 shares in the last quarter. Finally, Lpwm LLC increased its holdings in iShares Russell Mid-Cap Value ETF by 2.1% in the 1st quarter. Lpwm LLC now owns 176,451 shares of the company’s stock valued at $18,739,000 after purchasing an additional 3,620 shares in the last quarter.

iShares Russell Mid-Cap Value ETF Trading Up 1.0 %

Shares of NYSEARCA IWS opened at $109.24 on Thursday. The company has a market cap of $12.65 billion, a P/E ratio of 12.62 and a beta of 1.08. The stock has a fifty day moving average price of $111.16 and a 200 day moving average price of $107.49. iShares Russell Mid-Cap Value ETF has a 12-month low of $94.32 and a 12-month high of $116.73.

iShares Russell Mid-Cap Value ETF Company Profile

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.