Lido Advisors LLC Acquires 127,471 Shares of iShares Russell 1000 Value ETF $IWD

Lido Advisors LLC grew its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 69.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 309,810 shares of the exchange traded fund’s stock after acquiring an additional 127,471 shares during the period. Lido Advisors LLC owned about 0.10% of iShares Russell 1000 Value ETF worth $66,197,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in IWD. Bank of America Corp DE lifted its holdings in iShares Russell 1000 Value ETF by 5.4% in the 4th quarter. Bank of America Corp DE now owns 52,256,616 shares of the exchange traded fund’s stock worth $10,991,657,000 after purchasing an additional 2,686,078 shares in the last quarter. Morgan Stanley grew its holdings in iShares Russell 1000 Value ETF by 9.0% during the 4th quarter. Morgan Stanley now owns 39,663,587 shares of the exchange traded fund’s stock valued at $8,342,840,000 after buying an additional 3,280,476 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in iShares Russell 1000 Value ETF by 0.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,414,192 shares of the exchange traded fund’s stock valued at $2,400,861,000 after buying an additional 85,365 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in iShares Russell 1000 Value ETF by 3.8% during the 4th quarter. JPMorgan Chase & Co. now owns 9,251,710 shares of the exchange traded fund’s stock valued at $1,946,005,000 after buying an additional 338,948 shares in the last quarter. Finally, Wells Fargo & Company MN raised its position in shares of iShares Russell 1000 Value ETF by 20.3% during the fourth quarter. Wells Fargo & Company MN now owns 5,895,769 shares of the exchange traded fund’s stock valued at $1,240,116,000 after buying an additional 995,230 shares during the last quarter. Institutional investors own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Performance

IWD stock opened at $247.52 on Thursday. iShares Russell 1000 Value ETF has a one year low of $191.64 and a one year high of $250.50. The company’s fifty day moving average price is $241.44 and its 200-day moving average price is $228.37. The company has a market capitalization of $81.73 billion, a PE ratio of 18.83 and a beta of 0.84.

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.