Envestnet Portfolio Solutions Inc. Has $415.19 Million Stock Holdings in iShares Russell Mid-Cap Value ETF $IWS

Envestnet Portfolio Solutions Inc. reduced its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) by 9.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,522,416 shares of the company’s stock after selling 259,887 shares during the period. iShares Russell Mid-Cap Value ETF comprises 1.8% of Envestnet Portfolio Solutions Inc.’s investment portfolio, making the stock its 13th largest holding. Envestnet Portfolio Solutions Inc. owned approximately 2.75% of iShares Russell Mid-Cap Value ETF worth $415,190,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Align Financial LLC bought a new stake in iShares Russell Mid-Cap Value ETF during the 4th quarter worth approximately $31,613,000. Arax Advisory Partners bought a new position in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter valued at $19,302,000. Thompson Siegel & Walmsley LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 89.4% during the fourth quarter. Thompson Siegel & Walmsley LLC now owns 236,937 shares of the company’s stock worth $33,420,000 after purchasing an additional 111,823 shares during the period. Hsbc Holdings PLC acquired a new position in shares of iShares Russell Mid-Cap Value ETF during the fourth quarter worth $15,226,000. Finally, Anchor Capital Advisors LLC lifted its holdings in shares of iShares Russell Mid-Cap Value ETF by 46.9% during the fourth quarter. Anchor Capital Advisors LLC now owns 314,790 shares of the company’s stock worth $44,401,000 after purchasing an additional 100,567 shares during the period. Institutional investors and hedge funds own 80.17% of the company’s stock.

iShares Russell Mid-Cap Value ETF Price Performance

Shares of iShares Russell Mid-Cap Value ETF stock traded down $1.18 during trading on Wednesday, hitting $163.54. The company’s stock had a trading volume of 314,872 shares, compared to its average volume of 463,356. The stock has a market cap of $15.01 billion, a price-to-earnings ratio of 19.11 and a beta of 0.95. iShares Russell Mid-Cap Value ETF has a 52 week low of $133.74 and a 52 week high of $173.52. The stock has a 50-day moving average price of $168.72 and a two-hundred day moving average price of $160.57.

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. The Value Index is a subset of the Russell Midcap Index and measures the performance of equity securities issued by those Russell Midcap Index companies with relatively lower price-to-book ratios and lower forecasted growth.