Lido Advisors LLC Has $46.82 Million Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Lido Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 6.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 321,226 shares of the company’s stock after acquiring an additional 20,686 shares during the quarter. Lido Advisors LLC owned 0.34% of iShares Russell Mid-Cap Value ETF worth $46,816,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Signature Resources Capital Management LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF by 116.5% in the first quarter. Signature Resources Capital Management LLC now owns 171 shares of the company’s stock worth $25,000 after purchasing an additional 92 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in iShares Russell Mid-Cap Value ETF in the fourth quarter valued at $28,000. Triumph Capital Management bought a new position in iShares Russell Mid-Cap Value ETF during the 3rd quarter worth $29,000. Laurel Wealth Advisors LLC bought a new position in iShares Russell Mid-Cap Value ETF during the 4th quarter worth $35,000. Finally, Palisade Asset Management LLC acquired a new position in iShares Russell Mid-Cap Value ETF during the 3rd quarter worth about $43,000. 80.17% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Value ETF Trading Up 0.1%

Shares of IWS opened at $165.37 on Thursday. The stock’s 50-day moving average price is $162.38 and its two-hundred day moving average price is $154.53. iShares Russell Mid-Cap Value ETF has a 12 month low of $131.46 and a 12 month high of $168.14. The company has a market capitalization of $15.59 billion, a PE ratio of 19.11 and a beta of 0.95.

iShares Russell Mid-Cap Value ETF Profile

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.