Klingman & Associates LLC Increases Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Klingman & Associates LLC increased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,556,145 shares of the company’s stock after acquiring an additional 43,379 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 5.0% of Klingman & Associates LLC’s investment portfolio, making the stock its 3rd biggest holding. Klingman & Associates LLC owned about 0.10% of iShares Core S&P Mid-Cap ETF worth $105,086,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of IJH. Gibbs Wealth Management grew its stake in shares of iShares Core S&P Mid-Cap ETF by 140.5% in the 1st quarter. Gibbs Wealth Management now owns 10,995 shares of the company’s stock worth $742,000 after buying an additional 6,423 shares during the last quarter. Sei Investments Co. raised its stake in iShares Core S&P Mid-Cap ETF by 100.6% during the first quarter. Sei Investments Co. now owns 13,747 shares of the company’s stock valued at $928,000 after buying an additional 6,895 shares during the last quarter. Davis R M Inc. boosted its holdings in iShares Core S&P Mid-Cap ETF by 2.5% in the first quarter. Davis R M Inc. now owns 3,660,276 shares of the company’s stock worth $247,178,000 after acquiring an additional 90,540 shares in the last quarter. New England Professional Planning Group Inc. boosted its holdings in iShares Core S&P Mid-Cap ETF by 2.1% in the first quarter. New England Professional Planning Group Inc. now owns 670,269 shares of the company’s stock worth $45,263,000 after acquiring an additional 13,471 shares in the last quarter. Finally, Wealthspire Retirement LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 16.1% in the first quarter. Wealthspire Retirement LLC now owns 417,580 shares of the company’s stock worth $28,199,000 after acquiring an additional 58,041 shares during the last quarter. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA:IJH opened at $75.45 on Friday. iShares Core S&P Mid-Cap ETF has a 1-year low of $61.29 and a 1-year high of $77.28. The business has a fifty day moving average price of $75.07 and a 200-day moving average price of $71.93. The company has a market capitalization of $122.10 billion, a PE ratio of 19.00 and a beta of 1.00.

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). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.