iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Acquired by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 13.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 48,972 shares of the company’s stock after purchasing an additional 5,991 shares during the period. JFS Wealth Advisors LLC owned about 0.08% of iShares S&P Mid-Cap 400 Value ETF worth $6,353,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Caprock Group LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter worth approximately $1,804,000. Balance Wealth LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter valued at $32,584,000. Axis Wealth Partners LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 32.9% in the 3rd quarter. Axis Wealth Partners LLC now owns 15,411 shares of the company’s stock valued at $1,999,000 after purchasing an additional 3,813 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 17.0% during the 2nd quarter. Bank of New York Mellon Corp now owns 479,986 shares of the company’s stock worth $59,317,000 after purchasing an additional 69,696 shares during the last quarter. Finally, Brookstone Capital Management boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 6.2% during the 2nd quarter. Brookstone Capital Management now owns 2,279 shares of the company’s stock worth $282,000 after purchasing an additional 133 shares during the last quarter. 66.95% of the stock is owned by hedge funds and other institutional investors.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.6%

Shares of NYSEARCA IJJ opened at $140.78 on Wednesday. The firm has a 50-day simple moving average of $137.73 and a 200-day simple moving average of $132.45. The stock has a market capitalization of $8.51 billion, a price-to-earnings ratio of 16.13 and a beta of 1.05. iShares S&P Mid-Cap 400 Value ETF has a 52 week low of $102.24 and a 52 week high of $144.76.

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.