Houlihan Financial Resource Group Ltd. Lowers Position in iShares S&P Mid-Cap 400 Value ETF $IJJ

Houlihan Financial Resource Group Ltd. decreased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 55.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,447 shares of the company’s stock after selling 4,280 shares during the quarter. Houlihan Financial Resource Group Ltd.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $447,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bank of America Corp DE boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 0.8% in the second quarter. Bank of America Corp DE now owns 2,392,099 shares of the company’s stock worth $295,616,000 after buying an additional 19,672 shares in the last quarter. D.A. Davidson & CO. lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 5.6% in the 3rd quarter. D.A. Davidson & CO. now owns 1,008,272 shares of the company’s stock worth $130,793,000 after acquiring an additional 53,291 shares during the last quarter. Cullen Frost Bankers Inc. boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 12.2% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 831,931 shares of the company’s stock valued at $102,810,000 after purchasing an additional 90,152 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 6.0% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 626,380 shares of the company’s stock valued at $77,408,000 after purchasing an additional 35,310 shares in the last quarter. Finally, Midland Wealth Advisors LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 2.2% during the 2nd quarter. Midland Wealth Advisors LLC now owns 599,218 shares of the company’s stock valued at $74,051,000 after purchasing an additional 13,041 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 Price Performance

Shares of IJJ stock opened at $139.29 on Friday. The business has a 50-day moving average of $132.17 and a 200 day moving average of $129.66. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $102.24 and a 1-year high of $139.59. The stock has a market capitalization of $8.44 billion, a PE ratio of 16.13 and a beta of 1.05.

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.