iShares MSCI USA Value Factor ETF (BATS:VLUE) Stock Position Lifted by Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. lifted its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report) by 0.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,509,184 shares of the company’s stock after acquiring an additional 19,941 shares during the quarter. iShares MSCI USA Value Factor ETF makes up approximately 28.7% of Mason Investment Advisory Services Inc.’s holdings, making the stock its biggest position. Mason Investment Advisory Services Inc. owned about 6.68% of iShares MSCI USA Value Factor ETF worth $491,681,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. raised its holdings in iShares MSCI USA Value Factor ETF by 2.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 18,858,245 shares of the company’s stock valued at $1,951,785,000 after acquiring an additional 480,177 shares during the period. Wharton Business Group LLC raised its stake in iShares MSCI USA Value Factor ETF by 15.6% during the 3rd quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock valued at $140,708,000 after purchasing an additional 174,330 shares during the period. Kathmere Capital Management LLC raised its stake in iShares MSCI USA Value Factor ETF by 6.7% during the 2nd quarter. Kathmere Capital Management LLC now owns 425,675 shares of the company’s stock valued at $44,040,000 after purchasing an additional 26,550 shares during the period. Stonehearth Capital Management LLC lifted its holdings in iShares MSCI USA Value Factor ETF by 4.1% in the 3rd quarter. Stonehearth Capital Management LLC now owns 363,098 shares of the company’s stock worth $39,592,000 after purchasing an additional 14,196 shares in the last quarter. Finally, Trilogy Capital Inc. boosted its stake in iShares MSCI USA Value Factor ETF by 2.1% in the 3rd quarter. Trilogy Capital Inc. now owns 187,848 shares of the company’s stock worth $20,483,000 after purchasing an additional 3,863 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE opened at $114.13 on Friday. iShares MSCI USA Value Factor ETF has a 1 year low of $71.21 and a 1 year high of $89.40. The company has a 50 day simple moving average of $109.63 and a two-hundred day simple moving average of $106.09. The firm has a market cap of $7.71 billion, a P/E ratio of 13.26 and a beta of 0.87.

About iShares MSCI USA Value Factor ETF

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares MSCI USA Value Factor ETF (BATS:VLUE)

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