Callan Family Office LLC Boosts Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Callan Family Office LLC grew its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 24.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,222 shares of the company’s stock after purchasing an additional 642 shares during the quarter. Callan Family Office LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $398,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Bar Harbor Wealth Management boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 11.3% in the second quarter. Bar Harbor Wealth Management now owns 1,923 shares of the company’s stock valued at $238,000 after purchasing an additional 195 shares during the period. Madden Advisory Services Inc. raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 8.8% in the second quarter. Madden Advisory Services Inc. now owns 1,919 shares of the company’s stock valued at $237,000 after acquiring an additional 155 shares in the last quarter. Foundation Wealth Management LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 25.0% in the second quarter. Foundation Wealth Management LLC now owns 48,611 shares of the company’s stock valued at $6,008,000 after acquiring an additional 9,711 shares in the last quarter. Heck Capital Advisors LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 11.7% in the second quarter. Heck Capital Advisors LLC now owns 25,308 shares of the company’s stock valued at $3,128,000 after acquiring an additional 2,654 shares in the last quarter. Finally, Valeo Financial Advisors LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 13.5% in the second quarter. Valeo Financial Advisors LLC now owns 1,955 shares of the company’s stock valued at $242,000 after acquiring an additional 232 shares in the last quarter. Hedge funds and other institutional investors own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.1%

Shares of NYSEARCA:IJJ opened at $129.61 on Thursday. The firm’s 50 day moving average price is $129.25 and its 200 day moving average price is $123.17. The stock has a market cap of $7.92 billion, a price-to-earnings ratio of 16.13 and a beta of 1.17. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $102.24 and a fifty-two week high of $136.42.

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.