WBH Advisory Inc. bought a new stake in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,401 shares of the company’s stock, valued at approximately $1,940,000.
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Russell Investments Group Ltd. raised its stake in iShares MSCI USA Value Factor ETF by 18.8% in the 2nd quarter. Russell Investments Group Ltd. now owns 6,635 shares of the company’s stock valued at $751,000 after acquiring an additional 1,049 shares during the period. NCM Capital Management LLC boosted its position in iShares MSCI USA Value Factor ETF by 3.3% during the second quarter. NCM Capital Management LLC now owns 13,142 shares of the company’s stock worth $1,489,000 after purchasing an additional 424 shares during the period. Jane Street Group LLC purchased a new position in shares of iShares MSCI USA Value Factor ETF in the second quarter worth about $568,000. Ameriprise Financial Inc. increased its stake in shares of iShares MSCI USA Value Factor ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 124,480 shares of the company’s stock worth $14,092,000 after purchasing an additional 1,592 shares in the last quarter. Finally, Orion Porfolio Solutions LLC raised its position 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 during the period.
iShares MSCI USA Value Factor ETF Stock Performance
Shares of VLUE stock opened at $192.97 on Friday. The stock has a market capitalization of $11.38 billion, a P/E ratio of 13.34 and a beta of 0.97. The firm’s 50 day moving average is $188.92 and its 200 day moving average is $161.13. iShares MSCI USA Value Factor ETF has a 12 month low of $110.53 and a 12 month high of $206.57.
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.
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