iShares MSCI USA Value Factor ETF (BATS:VLUE) is Wharton Business Group LLC’s 2nd Largest Position

Wharton Business Group LLC lifted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 15.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,290,421 shares of the company’s stock after purchasing an additional 174,330 shares during the quarter. iShares MSCI USA Value Factor ETF comprises 6.3% of Wharton Business Group LLC’s portfolio, making the stock its 2nd biggest holding. Wharton Business Group LLC owned about 1.91% of iShares MSCI USA Value Factor ETF worth $140,708,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of VLUE. Rothschild Investment LLC bought a new position in shares of iShares MSCI USA Value Factor ETF in the 2nd quarter worth $26,000. Armstrong Advisory Group Inc. acquired a new position in shares of iShares MSCI USA Value Factor ETF in the third quarter valued at about $30,000. Northwest Investment Counselors LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF in the third quarter valued at about $46,000. GPS Wealth Strategies Group LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the second quarter worth about $47,000. Finally, Global Wealth Strategies & Associates boosted its stake in shares of iShares MSCI USA Value Factor ETF by 839.6% in the third quarter. Global Wealth Strategies & Associates now owns 498 shares of the company’s stock worth $54,000 after buying an additional 445 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Down 0.9 %

Shares of VLUE opened at $110.97 on Monday. iShares MSCI USA Value Factor ETF has a 52 week low of $71.21 and a 52 week high of $89.40. The company has a market capitalization of $7.50 billion, a price-to-earnings ratio of 13.26 and a beta of 0.87. The stock’s 50-day moving average price is $109.06 and its 200-day moving average price is $105.87.

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.