iShares Russell 1000 Value ETF $IWD Stake Boosted by Burling Wealth Partners LLC

Burling Wealth Partners LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 341.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,833 shares of the exchange traded fund’s stock after purchasing an additional 6,832 shares during the quarter. Burling Wealth Partners LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,798,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. JPMorgan Chase & Co. lifted its holdings in iShares Russell 1000 Value ETF by 140.0% in the second quarter. JPMorgan Chase & Co. now owns 9,153,000 shares of the exchange traded fund’s stock worth $1,777,787,000 after acquiring an additional 32,036,243 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in shares of iShares Russell 1000 Value ETF by 12.7% in the 2nd quarter. Baird Financial Group Inc. now owns 5,275,282 shares of the exchange traded fund’s stock worth $1,024,618,000 after purchasing an additional 593,784 shares during the last quarter. Thrivent Financial for Lutherans lifted its holdings in shares of iShares Russell 1000 Value ETF by 615.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 291,173 shares of the exchange traded fund’s stock worth $59,280,000 after purchasing an additional 250,498 shares during the last quarter. MJP Associates Inc. ADV acquired a new position in iShares Russell 1000 Value ETF during the 2nd quarter valued at approximately $35,330,000. Finally, Mesirow Financial Investment Management Inc. grew its stake in iShares Russell 1000 Value ETF by 530.1% during the 2nd quarter. Mesirow Financial Investment Management Inc. now owns 205,744 shares of the exchange traded fund’s stock worth $39,961,000 after buying an additional 173,093 shares during the last quarter. 84.93% of the stock is owned by institutional investors and hedge funds.

iShares Russell 1000 Value ETF Price Performance

Shares of NYSEARCA IWD opened at $224.31 on Thursday. The firm has a market capitalization of $69.88 billion, a PE ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 1-year low of $163.19 and a 1-year high of $226.39. The business’s fifty day moving average price is $217.09 and its two-hundred day moving average price is $207.97.

iShares Russell 1000 Value ETF Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.