Lido Advisors LLC Grows Stock Holdings in iShares MSCI USA Value Factor ETF $VLUE

Lido Advisors LLC boosted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 561.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 157,116 shares of the company’s stock after acquiring an additional 133,366 shares during the period. Lido Advisors LLC owned 0.27% of iShares MSCI USA Value Factor ETF worth $19,648,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VLUE. Northwestern Mutual Wealth Management Co. lifted its position in iShares MSCI USA Value Factor ETF by 4.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 21,582,330 shares of the company’s stock worth $2,443,336,000 after acquiring an additional 904,701 shares during the period. Mason Investment Advisory Services Inc. grew its stake in shares of iShares MSCI USA Value Factor ETF by 0.8% in the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,702,931 shares of the company’s stock valued at $588,101,000 after purchasing an additional 38,865 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of iShares MSCI USA Value Factor ETF by 1.0% in the third quarter. Bank of America Corp DE now owns 1,768,935 shares of the company’s stock valued at $221,205,000 after purchasing an additional 17,069 shares during the period. Caisse de depot et placement du Quebec purchased a new stake in shares of iShares MSCI USA Value Factor ETF during the third quarter worth approximately $187,061,000. Finally, Kathmere Capital Management LLC raised its stake in shares of iShares MSCI USA Value Factor ETF by 1.2% during the third quarter. Kathmere Capital Management LLC now owns 459,226 shares of the company’s stock worth $57,426,000 after purchasing an additional 5,626 shares during the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of BATS VLUE opened at $146.18 on Tuesday. The stock has a fifty day moving average price of $147.63 and a 200 day moving average price of $135.67. iShares MSCI USA Value Factor ETF has a 1-year low of $91.80 and a 1-year high of $154.31. The company has a market cap of $8.62 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.