iShares Russell Mid-Cap Value ETF $IWS Position Raised by Howard Bailey Securities LLC

Howard Bailey Securities LLC raised its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 29.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,054 shares of the company’s stock after purchasing an additional 14,930 shares during the period. iShares Russell Mid-Cap Value ETF accounts for about 3.7% of Howard Bailey Securities LLC’s portfolio, making the stock its 7th biggest position. Howard Bailey Securities LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $9,317,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IWS. Kohmann Bosshard Financial Services LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the fourth quarter valued at approximately $28,000. Triumph Capital Management purchased a new stake in iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $29,000. Center for Financial Planning Inc. raised its position in iShares Russell Mid-Cap Value ETF by 113.8% during the third quarter. Center for Financial Planning Inc. now owns 248 shares of the company’s stock valued at $35,000 after purchasing an additional 132 shares during the period. Investment Counsel Co. of Nevada purchased a new stake in iShares Russell Mid-Cap Value ETF during the third quarter valued at approximately $35,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in iShares Russell Mid-Cap Value ETF during the fourth quarter valued at approximately $35,000. 80.17% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of IWS stock opened at $159.50 on Tuesday. iShares Russell Mid-Cap Value ETF has a 1 year low of $128.00 and a 1 year high of $162.64. The stock’s 50 day simple moving average is $155.22 and its two-hundred day simple moving average is $149.30. The company has a market cap of $15.20 billion, a PE ratio of 19.11 and a beta of 0.95.

About iShares Russell Mid-Cap Value ETF

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.