iShares Russell Mid-Cap Value ETF $IWS Shares Sold by Lido Advisors LLC

Lido Advisors LLC decreased its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 10.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 300,540 shares of the company’s stock after selling 34,096 shares during the period. Lido Advisors LLC owned about 0.30% of iShares Russell Mid-Cap Value ETF worth $42,330,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the business. Private Wealth Asset Management LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 4.6% in the fourth quarter. Private Wealth Asset Management LLC now owns 23,815 shares of the company’s stock worth $3,359,000 after acquiring an additional 1,046 shares in the last quarter. Nvest Financial LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 17.8% during the fourth quarter. Nvest Financial LLC now owns 12,448 shares of the company’s stock worth $1,756,000 after purchasing an additional 1,885 shares in the last quarter. Reinhart Partners LLC. acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter worth $572,000. Anchor Capital Advisors LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 46.9% during the fourth quarter. Anchor Capital Advisors LLC now owns 314,790 shares of the company’s stock worth $44,401,000 after purchasing an additional 100,567 shares in the last quarter. Finally, Root Financial Partners LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 95.4% during the fourth quarter. Root Financial Partners LLC now owns 981 shares of the company’s stock worth $138,000 after purchasing an additional 479 shares in the last quarter. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Trading Down 0.0%

Shares of IWS stock opened at $161.79 on Thursday. The firm has a fifty day moving average price of $154.33 and a 200 day moving average price of $148.80. The company has a market cap of $15.42 billion, a P/E ratio of 19.11 and a beta of 0.96. iShares Russell Mid-Cap Value ETF has a 12 month low of $128.00 and a 12 month high of $162.42.

iShares Russell Mid-Cap Value ETF 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. 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.