Cwm LLC Raises Stock Holdings in iShares MSCI USA Value Factor ETF $VLUE

Cwm LLC raised its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 23.1% during the 3rd quarter, Holdings Channel.com reports. The fund owned 237,952 shares of the company’s stock after purchasing an additional 44,653 shares during the quarter. Cwm LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $29,756,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in VLUE. Arete Wealth Advisors LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 2.3% during the first quarter. Arete Wealth Advisors LLC now owns 4,358 shares of the company’s stock valued at $465,000 after purchasing an additional 100 shares during the last quarter. First Citizens Financial Corp boosted its holdings in iShares MSCI USA Value Factor ETF by 2.8% in the second quarter. First Citizens Financial Corp now owns 3,844 shares of the company’s stock worth $435,000 after purchasing an additional 103 shares during the last quarter. Smartleaf Asset Management LLC grew its position 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. Alpha Omega Wealth Management LLC raised its stake in iShares MSCI USA Value Factor ETF by 6.2% during the 2nd quarter. Alpha Omega Wealth Management LLC now owns 2,336 shares of the company’s stock valued at $264,000 after buying an additional 137 shares during the last quarter. Finally, Bell Investment Advisors Inc lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 4.0% during the 1st quarter. Bell Investment Advisors Inc now owns 3,621 shares of the company’s stock valued at $386,000 after buying an additional 139 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

VLUE stock opened at $138.23 on Friday. iShares MSCI USA Value Factor ETF has a 1 year low of $91.80 and a 1 year high of $116.51. The company has a market cap of $8.15 billion, a P/E ratio of 13.34 and a beta of 0.97. The stock’s fifty day moving average price is $132.33 and its 200-day moving average price is $122.80.

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.