Opes Wealth Management LLC Raises Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Opes Wealth Management LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 1.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 17,261 shares of the company’s stock after acquiring an additional 290 shares during the quarter. Opes Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,133,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in IJJ. Avantax Advisory Services Inc. lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 7.1% during the first quarter. Avantax Advisory Services Inc. now owns 21,869 shares of the company’s stock worth $2,618,000 after acquiring an additional 1,451 shares in the last quarter. Neumann Capital Management LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 2nd quarter. Neumann Capital Management LLC now owns 27,110 shares of the company’s stock worth $3,350,000 after purchasing an additional 380 shares in the last quarter. Advisors Capital Management LLC bought a new position in iShares S&P Mid-Cap 400 Value ETF in the 1st quarter worth about $313,000. Hsbc Holdings PLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter valued at about $334,000. Finally, National Bank of Canada FI increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 8.2% during the first quarter. National Bank of Canada FI now owns 1,954 shares of the company’s stock valued at $234,000 after buying an additional 148 shares during the period. 66.95% of the stock is owned by hedge funds and other institutional investors.

iShares S&P Mid-Cap 400 Value ETF Price Performance

NYSEARCA IJJ opened at $130.34 on Friday. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $102.24 and a 1 year high of $136.42. The company’s 50 day simple moving average is $129.71 and its two-hundred day simple moving average is $123.76. The stock has a market capitalization of $7.94 billion, a PE ratio of 16.13 and a beta of 1.17.

iShares S&P Mid-Cap 400 Value ETF Profile

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.