iShares MSCI USA Value Factor ETF (BATS:VLUE) Shares Sold by Waddell & Associates LLC

Waddell & Associates LLC trimmed its position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 7.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,490 shares of the company’s stock after selling 4,497 shares during the period. iShares MSCI USA Value Factor ETF makes up about 0.7% of Waddell & Associates LLC’s holdings, making the stock its 17th biggest holding. Waddell & Associates LLC owned 0.08% of iShares MSCI USA Value Factor ETF worth $5,833,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Rothschild Investment LLC acquired a new position in iShares MSCI USA Value Factor ETF during the second quarter valued at approximately $26,000. Studio Investment Management LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF during the 3rd quarter valued at $28,000. Armstrong Advisory Group Inc. purchased a new stake in iShares MSCI USA Value Factor ETF during the 3rd quarter worth $30,000. Strategic Financial Concepts LLC purchased a new stake in iShares MSCI USA Value Factor ETF during the 2nd quarter worth $44,000. Finally, Northwest Investment Counselors LLC acquired a new stake in iShares MSCI USA Value Factor ETF in the 3rd quarter valued at $46,000.

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 12 month low of $71.21 and a 12 month high of $89.40. The stock’s 50-day moving average is $109.63 and its two-hundred day moving average is $106.09. The stock has a market cap of $7.71 billion, a PE ratio of 13.26 and a beta of 0.87.

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.