Lido Advisors LLC Has $21.38 Million Stock Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Lido Advisors LLC grew its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 4.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 164,394 shares of the company’s stock after purchasing an additional 7,001 shares during the period. Lido Advisors LLC owned about 0.27% of iShares S&P Mid-Cap 400 Value ETF worth $21,381,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Evoke Wealth LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.2% in the 4th quarter. Evoke Wealth LLC now owns 6,091 shares of the company’s stock valued at $802,000 after purchasing an additional 73 shares in the last quarter. Allegheny Financial Group boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 0.4% in the 4th quarter. Allegheny Financial Group now owns 19,160 shares of the company’s stock valued at $2,521,000 after purchasing an additional 75 shares in the last quarter. Assetmark Inc. boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 6.9% in the 4th quarter. Assetmark Inc. now owns 1,184 shares of the company’s stock valued at $156,000 after purchasing an additional 76 shares in the last quarter. Robertson Stephens Wealth Management LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 5,564 shares of the company’s stock worth $732,000 after buying an additional 79 shares in the last quarter. Finally, Exencial Wealth Advisors LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 4.0% during the 4th quarter. Exencial Wealth Advisors LLC now owns 2,337 shares of the company’s stock worth $308,000 after buying an additional 89 shares in the last quarter. Institutional investors and hedge funds own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.4%

Shares of NYSEARCA IJJ opened at $143.53 on Friday. The firm’s 50-day simple moving average is $139.01 and its 200 day simple moving average is $136.62. The company has a market cap of $8.58 billion, a price-to-earnings ratio of 16.13 and a beta of 0.96. iShares S&P Mid-Cap 400 Value ETF has a 12-month low of $119.21 and a 12-month high of $144.76.

About iShares S&P Mid-Cap 400 Value ETF

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.