iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) is Klingman & Associates LLC’s 2nd Largest Position

Klingman & Associates LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,382,218 shares of the company’s stock after buying an additional 22,497 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 5.3% of Klingman & Associates LLC’s holdings, making the stock its 2nd largest position. Klingman & Associates LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $86,126,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter worth about $26,000. New Millennium Group LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 234.8% in the 4th quarter. New Millennium Group LLC now owns 452 shares of the company’s stock worth $28,000 after purchasing an additional 317 shares in the last quarter. CarsonAllaria Wealth Management Ltd. boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 783.6% in the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 539 shares of the company’s stock worth $34,000 after purchasing an additional 478 shares in the last quarter. Darwin Wealth Management LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF in the 3rd quarter worth about $35,000. Finally, New Wave Wealth Advisors LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter worth about $37,000.

iShares Core S&P Mid-Cap ETF Trading Up 0.9 %

IJH opened at $64.49 on Wednesday. The stock has a 50-day moving average price of $63.85 and a 200-day moving average price of $63.07. iShares Core S&P Mid-Cap ETF has a 12-month low of $55.78 and a 12-month high of $68.33. The stock has a market capitalization of $90.29 billion, a P/E ratio of 3.28 and a beta of 1.09.

iShares Core S&P Mid-Cap ETF Profile

Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index).