Capital Advisors Ltd. LLC Has $14.61 Million Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Capital Advisors Ltd. LLC lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 1.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 128,071 shares of the company’s stock after purchasing an additional 1,780 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF makes up about 2.1% of Capital Advisors Ltd. LLC’s holdings, making the stock its 11th biggest position. Capital Advisors Ltd. LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $14,605,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Columbia Trust Co 01012016 boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 273.6% in the 4th quarter. Columbia Trust Co 01012016 now owns 7,824 shares of the company’s stock valued at $892,000 after purchasing an additional 5,730 shares during the period. Patriot Financial Group Insurance Agency LLC boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 3.7% in the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 27,208 shares of the company’s stock valued at $3,103,000 after purchasing an additional 970 shares during the period. Raymond James & Associates boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 0.8% in the 4th quarter. Raymond James & Associates now owns 705,723 shares of the company’s stock valued at $80,481,000 after purchasing an additional 5,400 shares during the period. Willis Johnson & Associates Inc. boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 2.9% in the 4th quarter. Willis Johnson & Associates Inc. now owns 407,738 shares of the company’s stock valued at $46,498,000 after purchasing an additional 11,334 shares during the period. Finally, EP Wealth Advisors LLC boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 62.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 6,542 shares of the company’s stock valued at $660,000 after purchasing an additional 2,515 shares during the period.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.1 %

iShares S&P Mid-Cap 400 Value ETF stock traded up $0.12 during mid-day trading on Wednesday, reaching $112.59. The company had a trading volume of 168,450 shares, compared to its average volume of 166,664. iShares S&P Mid-Cap 400 Value ETF has a 52 week low of $92.79 and a 52 week high of $118.63. The company has a 50 day moving average of $113.68 and a 200-day moving average of $108.83. The firm has a market cap of $7.27 billion, a price-to-earnings ratio of 13.83 and a beta of 1.10.

iShares S&P Mid-Cap 400 Value ETF 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.