Wharton Business Group LLC Sells 10,155 Shares of iShares MSCI USA Value Factor ETF $VLUE

Wharton Business Group LLC decreased its position in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 0.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 1,196,152 shares of the company’s stock after selling 10,155 shares during the period. iShares MSCI USA Value Factor ETF comprises about 6.2% of Wharton Business Group LLC’s investment portfolio, making the stock its 2nd biggest holding. Wharton Business Group LLC owned 2.03% of iShares MSCI USA Value Factor ETF worth $163,550,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Lloyd Advisory Services LLC. acquired a new position in iShares MSCI USA Value Factor ETF in the 4th quarter worth approximately $33,000. Smartleaf Asset Management LLC boosted its stake in iShares MSCI USA Value Factor ETF by 69.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock worth $37,000 after purchasing an additional 133 shares during the period. Rothschild Investment LLC boosted its stake in iShares MSCI USA Value Factor ETF by 64.0% in the 3rd quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after purchasing an additional 160 shares during the period. Tucker Asset Management LLC boosted its stake in iShares MSCI USA Value Factor ETF by 52.3% in the 4th quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock worth $60,000 after purchasing an additional 150 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in iShares MSCI USA Value Factor ETF by 42.7% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock worth $66,000 after purchasing an additional 159 shares during the period.

iShares MSCI USA Value Factor ETF Stock Performance

iShares MSCI USA Value Factor ETF stock opened at $191.92 on Friday. The company has a 50 day moving average price of $169.78 and a 200 day moving average price of $151.98. iShares MSCI USA Value Factor ETF has a 52 week low of $108.82 and a 52 week high of $204.35. The firm has a market capitalization of $11.31 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97.

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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.