Kathmere Capital Management LLC Has $63.47 Million Position in iShares MSCI USA Value Factor ETF $VLUE

Kathmere Capital Management LLC increased its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 1.1% during the fourth quarter, HoldingsChannel reports. The fund owned 464,178 shares of the company’s stock after buying an additional 4,952 shares during the period. iShares MSCI USA Value Factor ETF comprises about 4.3% of Kathmere Capital Management LLC’s investment portfolio, making the stock its largest position. Kathmere Capital Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $63,467,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VLUE. Caisse de depot et placement du Quebec bought a new position in iShares MSCI USA Value Factor ETF during the 3rd quarter worth about $187,061,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares MSCI USA Value Factor ETF by 4.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 21,582,330 shares of the company’s stock valued at $2,443,336,000 after purchasing an additional 904,701 shares during the period. Mason Street Advisors LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter valued at about $40,016,000. Orion Porfolio Solutions LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 1,194.2% in the second quarter. Orion Porfolio Solutions LLC now owns 194,672 shares of the company’s stock valued at $22,039,000 after purchasing an additional 179,630 shares in the last quarter. Finally, CW Advisors LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF during the second quarter worth about $17,716,000.

iShares MSCI USA Value Factor ETF Price Performance

VLUE stock opened at $142.90 on Friday. The stock has a market capitalization of $8.42 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a fifty-two week low of $91.80 and a fifty-two week high of $154.31. The business has a 50-day moving average of $147.86 and a 200-day moving average of $136.85.

iShares MSCI USA Value Factor ETF Profile

The iShares MSCI USA Value Factor ETF (VLUE) is an exchange-traded fund that is based on the MSCI USA Enhanced Value index. The fund tracks an index of large- and mid-cap US equities. Stocks are selected and weighted using fundamental metrics (earnings, revenue, book value and cash earnings), aiming for exposure to undervalued stocks in each sector. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.