Occidental Asset Management LLC Has $11.89 Million Stock Position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Occidental Asset Management LLC lifted its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 4.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 91,916 shares of the company’s stock after purchasing an additional 3,889 shares during the quarter. iShares Russell Mid-Cap Value ETF accounts for approximately 1.9% of Occidental Asset Management LLC’s investment portfolio, making the stock its 14th largest holding. Occidental Asset Management LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $11,888,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Accredited Investors Inc. grew its position in iShares Russell Mid-Cap Value ETF by 2,738.7% during the 3rd quarter. Accredited Investors Inc. now owns 2,296,845 shares of the company’s stock worth $303,758,000 after acquiring an additional 2,215,933 shares during the last quarter. Reinhart Partners LLC. bought a new stake in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter worth $31,755,000. International Assets Investment Management LLC increased its stake in shares of iShares Russell Mid-Cap Value ETF by 1,813.0% in the third quarter. International Assets Investment Management LLC now owns 146,861 shares of the company’s stock valued at $19,422,000 after buying an additional 139,184 shares in the last quarter. FSA Wealth Management LLC acquired a new stake in shares of iShares Russell Mid-Cap Value ETF in the third quarter valued at $15,283,000. Finally, Hsbc Holdings PLC raised its holdings in shares of iShares Russell Mid-Cap Value ETF by 95.7% in the second quarter. Hsbc Holdings PLC now owns 233,692 shares of the company’s stock valued at $28,216,000 after buying an additional 114,266 shares during the last quarter.

iShares Russell Mid-Cap Value ETF Stock Up 0.9 %

Shares of NYSEARCA:IWS opened at $132.92 on Friday. The firm has a market cap of $13.92 billion, a P/E ratio of 17.15 and a beta of 0.97. iShares Russell Mid-Cap Value ETF has a 12 month low of $111.92 and a 12 month high of $140.95. The company’s 50-day moving average price is $133.94 and its two-hundred day moving average price is $130.10.

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.