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

Lido Advisors LLC lowered its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 10.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and 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’s holdings in iShares Russell Mid-Cap Value ETF were worth $42,330,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of IWS. Cassaday & Co Wealth Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 1.6% in the third quarter. Cassaday & Co Wealth Management LLC now owns 992,566 shares of the company’s stock valued at $138,632,000 after acquiring an additional 15,603 shares in the last quarter. Assetmark Inc. boosted its stake in iShares Russell Mid-Cap Value ETF by 1,496.5% in the third quarter. Assetmark Inc. now owns 98,487 shares of the company’s stock valued at $13,756,000 after acquiring an additional 92,318 shares in the last quarter. Secure Asset Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF in the fourth quarter valued at $1,817,000. AE Wealth Management LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 2.9% in the fourth quarter. AE Wealth Management LLC now owns 377,481 shares of the company’s stock valued at $53,244,000 after acquiring an additional 10,529 shares in the last quarter. Finally, TIAA Trust National Association boosted its stake in iShares Russell Mid-Cap Value ETF by 1.0% in the third quarter. TIAA Trust National Association now owns 3,427,479 shares of the company’s stock valued at $478,709,000 after acquiring an additional 34,466 shares in the last quarter. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

NYSEARCA IWS opened at $161.79 on Thursday. iShares Russell Mid-Cap Value ETF has a 1 year low of $128.00 and a 1 year high of $162.42. The company has a market capitalization of $15.42 billion, a PE ratio of 19.11 and a beta of 0.96. The company has a fifty day moving average of $154.33 and a two-hundred day moving average of $148.80.

About iShares Russell Mid-Cap Value ETF

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.