American Trust Trims Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

American Trust lowered its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 33.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,381 shares of the company’s stock after selling 4,727 shares during the quarter. American Trust’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,064,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brightwater Advisory LLC purchased a new stake in shares of iShares S&P Mid-Cap 400 Value ETF in the second quarter valued at about $3,881,000. Sanctuary Advisors LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF in the 2nd quarter valued at approximately $3,396,000. SPC Financial Inc. increased its position in iShares S&P Mid-Cap 400 Value ETF by 0.4% during the 2nd quarter. SPC Financial Inc. now owns 166,365 shares of the company’s stock worth $18,876,000 after purchasing an additional 601 shares during the period. EP Wealth Advisors LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.6% during the 2nd quarter. EP Wealth Advisors LLC now owns 6,529 shares of the company’s stock worth $741,000 after buying an additional 105 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 9.5% in the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 4,891 shares of the company’s stock valued at $555,000 after buying an additional 423 shares during the period.

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

iShares S&P Mid-Cap 400 Value ETF stock opened at $122.32 on Wednesday. The stock’s 50 day moving average price is $119.88 and its 200 day moving average price is $116.42. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $92.79 and a 1-year high of $124.48. The company has a market cap of $7.91 billion, a PE ratio of 14.35 and a beta of 1.08.

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.