Wharton Business Group LLC lowered its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 0.8% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,196,152 shares of the company’s stock after selling 10,155 shares during the period. iShares MSCI USA Value Factor ETF accounts for about 6.2% of Wharton Business Group LLC’s holdings, making the stock its 2nd biggest position. Wharton Business Group LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $163,550,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. Lloyd Advisory Services LLC. acquired a new stake in shares of iShares MSCI USA Value Factor ETF during the 4th quarter valued at $33,000. Smartleaf Asset Management LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 69.3% during the 2nd quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock valued at $37,000 after buying an additional 133 shares during the period. Rothschild Investment LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 64.0% during the 3rd quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock valued at $51,000 after buying an additional 160 shares during the period. Tucker Asset Management LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 52.3% during the 4th quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock valued at $60,000 after buying an additional 150 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of iShares MSCI USA Value Factor ETF by 42.7% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock valued at $66,000 after buying an additional 159 shares during the period.
iShares MSCI USA Value Factor ETF Stock Down 4.2%
Shares of BATS:VLUE opened at $191.92 on Friday. The firm has a fifty day moving average of $169.78 and a two-hundred day moving average of $151.98. The firm has a market capitalization of $11.31 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 12-month low of $108.82 and a 12-month high of $204.35.
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.
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