Wharton Business Group LLC Grows Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Wharton Business Group LLC raised its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 0.4% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 1,295,666 shares of the company’s stock after acquiring an additional 5,245 shares during the period. iShares MSCI USA Value Factor ETF comprises 6.2% of Wharton Business Group LLC’s portfolio, making the stock its 2nd biggest position. Wharton Business Group LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $136,835,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of VLUE. Studio Investment Management LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the third quarter worth $28,000. Wilmington Savings Fund Society FSB bought a new stake in shares of iShares MSCI USA Value Factor ETF in the third quarter worth $29,000. MGB Wealth Management LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the third quarter worth $30,000. Insight Inv LLC bought a new stake in iShares MSCI USA Value Factor ETF during the 4th quarter worth about $52,000. Finally, Heck Capital Advisors LLC bought a new stake in iShares MSCI USA Value Factor ETF during the 4th quarter worth about $71,000.

iShares MSCI USA Value Factor ETF Price Performance

Shares of BATS:VLUE opened at $111.63 on Monday. The company’s 50-day moving average price is $108.72 and its two-hundred day moving average price is $108.79. iShares MSCI USA Value Factor ETF has a one year low of $71.21 and a one year high of $89.40. The stock has a market capitalization of $7.51 billion, a PE ratio of 16.17 and a beta of 1.03.

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.