iShares Russell 1000 Value ETF $IWD is LBJ Family Wealth Advisors Ltd.’s 2nd Largest Position

LBJ Family Wealth Advisors Ltd. lowered its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 2.3% in the fourth quarter, HoldingsChannel reports. The firm owned 160,552 shares of the exchange traded fund’s stock after selling 3,698 shares during the quarter. iShares Russell 1000 Value ETF makes up approximately 18.6% of LBJ Family Wealth Advisors Ltd.’s holdings, making the stock its 2nd biggest holding. LBJ Family Wealth Advisors Ltd.’s holdings in iShares Russell 1000 Value ETF were worth $33,771,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its holdings in iShares Russell 1000 Value ETF by 140.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 9,153,000 shares of the exchange traded fund’s stock worth $1,777,787,000 after buying an additional 32,036,243 shares in the last quarter. Baird Financial Group Inc. grew its stake in shares of iShares Russell 1000 Value ETF by 12.7% in the second quarter. Baird Financial Group Inc. now owns 5,275,282 shares of the exchange traded fund’s stock worth $1,024,618,000 after acquiring an additional 593,784 shares in the last quarter. Tcfg Wealth Management LLC increased its position in shares of iShares Russell 1000 Value ETF by 12,109.1% during the third quarter. Tcfg Wealth Management LLC now owns 321,587 shares of the exchange traded fund’s stock worth $65,472,000 after acquiring an additional 318,953 shares during the period. Thrivent Financial for Lutherans increased its position in shares of iShares Russell 1000 Value ETF by 615.9% during the third quarter. Thrivent Financial for Lutherans now owns 291,173 shares of the exchange traded fund’s stock worth $59,280,000 after acquiring an additional 250,498 shares during the period. Finally, CIBC Bancorp USA Inc. acquired a new stake in shares of iShares Russell 1000 Value ETF in the third quarter valued at $40,115,000. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Trading Down 1.2%

NYSEARCA:IWD opened at $214.22 on Thursday. The firm has a market cap of $66.74 billion, a PE ratio of 18.83 and a beta of 0.89. The stock has a fifty day moving average price of $220.62 and a 200 day moving average price of $211.10. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $226.39.

About iShares Russell 1000 Value ETF

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.