Saxon Interests Inc. Makes New Investment in iShares MSCI USA Value Factor ETF $VLUE

Saxon Interests Inc. purchased a new position in iShares MSCI USA Value Factor ETF (BATS:VLUE) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 16,910 shares of the company’s stock, valued at approximately $2,312,000. iShares MSCI USA Value Factor ETF makes up about 0.8% of Saxon Interests Inc.’s holdings, making the stock its 28th largest position.

Other institutional investors have also recently made changes to their positions in the company. Lloyd Advisory Services LLC. purchased a new position in shares of iShares MSCI USA Value Factor ETF during the fourth quarter worth $33,000. Smartleaf Asset Management LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 69.3% during the second 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 last quarter. Rothschild Investment LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 64.0% during the third quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after purchasing an additional 160 shares during the last quarter. Tucker Asset Management LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 52.3% during the fourth 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 last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 42.7% during the third 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 last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of iShares MSCI USA Value Factor ETF stock opened at $198.38 on Friday. The firm has a fifty day moving average price of $175.13 and a 200 day moving average price of $154.36. iShares MSCI USA Value Factor ETF has a 1 year low of $108.90 and a 1 year high of $204.35. The stock has a market cap of $11.69 billion, a PE ratio of 13.34 and a beta of 0.97.

About iShares MSCI USA Value Factor ETF

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.