Mason Investment Advisory Services Inc. Raises Stock Position in iShares MSCI USA Value Factor ETF $VLUE

Mason Investment Advisory Services Inc. raised its position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,702,931 shares of the company’s stock after purchasing an additional 38,865 shares during the period. iShares MSCI USA Value Factor ETF accounts for approximately 29.3% of Mason Investment Advisory Services Inc.’s holdings, making the stock its biggest position. Mason Investment Advisory Services Inc. owned approximately 7.98% of iShares MSCI USA Value Factor ETF worth $588,101,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Y Intercept Hong Kong Ltd acquired a new position in shares of iShares MSCI USA Value Factor ETF during the second quarter worth approximately $506,000. Daymark Wealth Partners LLC bought a new stake in iShares MSCI USA Value Factor ETF during the 2nd quarter valued at $208,000. Atria Investments Inc raised its stake in iShares MSCI USA Value Factor ETF by 4.3% during the 2nd quarter. Atria Investments Inc now owns 7,003 shares of the company’s stock valued at $793,000 after acquiring an additional 286 shares in the last quarter. State of Michigan Retirement System boosted its position in iShares MSCI USA Value Factor ETF by 27.1% during the 2nd quarter. State of Michigan Retirement System now owns 566,800 shares of the company’s stock worth $64,167,000 after acquiring an additional 120,900 shares during the period. Finally, Sigma Planning Corp grew its stake in shares of iShares MSCI USA Value Factor ETF by 9.0% in the second quarter. Sigma Planning Corp now owns 3,140 shares of the company’s stock worth $355,000 after purchasing an additional 258 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of VLUE opened at $151.12 on Friday. iShares MSCI USA Value Factor ETF has a one year low of $91.80 and a one year high of $154.31. The stock’s fifty day moving average is $145.51 and its 200-day moving average is $133.01. The firm has a market capitalization of $8.91 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97.

About iShares MSCI USA Value Factor ETF

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.