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

Concurrent Investment Advisors LLC increased its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 70.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,184 shares of the company’s stock after acquiring an additional 7,524 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,393,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Hantz Financial Services Inc. boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 776.0% in the third quarter. Hantz Financial Services Inc. now owns 219 shares of the company’s stock worth $28,000 after acquiring an additional 194 shares during the last quarter. Caitlin John LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the third quarter valued at approximately $28,000. Toth Financial Advisory Corp acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the fourth quarter valued at approximately $29,000. Capital Investment Counsel Inc acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the fourth quarter valued at approximately $35,000. Finally, Absher Wealth Management LLC acquired a new position in iShares S&P Mid-Cap 400 Value ETF during the third quarter valued at approximately $36,000. 66.95% of the stock is owned by institutional investors and hedge funds.

iShares S&P Mid-Cap 400 Value ETF Stock Down 0.5%

Shares of IJJ stock opened at $141.08 on Wednesday. The stock has a market cap of $8.46 billion, a price-to-earnings ratio of 16.13 and a beta of 1.00. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $111.86 and a fifty-two week high of $144.76. The firm’s 50 day moving average price is $136.41 and its two-hundred day moving average price is $134.46.

iShares S&P Mid-Cap 400 Value ETF Company Profile

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.