iShares MSCI USA Value Factor ETF (BATS:VLUE) Shares Acquired by Wharton Business Group LLC

Wharton Business Group LLC lifted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 15.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,290,421 shares of the company’s stock after purchasing an additional 174,330 shares during the period. iShares MSCI USA Value Factor ETF makes up about 6.3% of Wharton Business Group LLC’s investment portfolio, making the stock its 2nd biggest position. Wharton Business Group LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $140,708,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Arkadios Wealth Advisors increased its stake in iShares MSCI USA Value Factor ETF by 1.9% during the second quarter. Arkadios Wealth Advisors now owns 5,436 shares of the company’s stock worth $562,000 after acquiring an additional 101 shares during the last quarter. Goldstein Advisors LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.7% in the 2nd quarter. Goldstein Advisors LLC now owns 4,412 shares of the company’s stock valued at $456,000 after purchasing an additional 114 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in iShares MSCI USA Value Factor ETF by 22.5% during the 1st quarter. EverSource Wealth Advisors LLC now owns 659 shares of the company’s stock valued at $67,000 after acquiring an additional 121 shares during the last quarter. Harbour Investments Inc. raised its stake in iShares MSCI USA Value Factor ETF by 1.1% during the 3rd quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock valued at $1,582,000 after acquiring an additional 154 shares during the last quarter. Finally, OMNI 360 Wealth Inc. raised its stake in iShares MSCI USA Value Factor ETF by 1.8% during the 3rd quarter. OMNI 360 Wealth Inc. now owns 8,780 shares of the company’s stock valued at $957,000 after acquiring an additional 156 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Down 0.9 %

VLUE opened at $110.97 on Monday. The company has a market cap of $7.50 billion, a PE ratio of 13.26 and a beta of 0.87. The business has a 50 day moving average price of $109.06 and a two-hundred day moving average price of $105.87. iShares MSCI USA Value Factor ETF has a 52 week low of $71.21 and a 52 week high of $89.40.

iShares MSCI USA Value Factor ETF Company 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.