iShares Russell 1000 Value ETF $IWD Holdings Lifted by Montis Financial LLC

Montis Financial LLC boosted its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 862.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,576 shares of the exchange traded fund’s stock after buying an additional 12,165 shares during the period. Montis Financial LLC’s holdings in iShares Russell 1000 Value ETF were worth $2,764,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. JPMorgan Chase & Co. grew its stake in iShares Russell 1000 Value ETF by 140.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 9,153,000 shares of the exchange traded fund’s stock valued at $1,777,787,000 after acquiring an additional 32,036,243 shares in the last quarter. Baird Financial Group Inc. lifted its position in shares of iShares Russell 1000 Value ETF by 12.7% in the second quarter. Baird Financial Group Inc. now owns 5,275,282 shares of the exchange traded fund’s stock worth $1,024,618,000 after purchasing an additional 593,784 shares in the last quarter. Independence Asset Advisors LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the second quarter worth approximately $59,496,000. Marquette Asset Management LLC grew its position in iShares Russell 1000 Value ETF by 716.9% during the second quarter. Marquette Asset Management LLC now owns 339,687 shares of the exchange traded fund’s stock valued at $65,977,000 after purchasing an additional 298,107 shares in the last quarter. Finally, MJP Associates Inc. ADV purchased a new position in iShares Russell 1000 Value ETF during the second quarter valued at approximately $35,330,000. 84.93% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 1000 Value ETF Stock Performance

iShares Russell 1000 Value ETF stock opened at $219.20 on Friday. iShares Russell 1000 Value ETF has a twelve month low of $163.19 and a twelve month high of $219.86. The firm has a market cap of $71.48 billion, a PE ratio of 18.83 and a beta of 0.89. The firm’s 50 day moving average price is $210.10 and its two-hundred day moving average price is $203.75.

About iShares Russell 1000 Value ETF

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index). The Index represents approximately 50% of the total market capitalization of the Russell 1000 Index. The Index measures the large-capital value sector of the United States equity market.