Arete Wealth Advisors LLC Boosts Stock Holdings in iShares MSCI USA Value Factor ETF $VLUE

Arete Wealth Advisors LLC lifted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 2.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,358 shares of the company’s stock after buying an additional 100 shares during the period. Arete Wealth Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $465,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. increased its stake in iShares MSCI USA Value Factor ETF by 2.7% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 20,677,629 shares of the company’s stock worth $2,205,269,000 after purchasing an additional 536,413 shares during the period. Mullooly Asset Management Inc. bought a new position in shares of iShares MSCI USA Value Factor ETF in the first quarter worth approximately $931,211,000. Mason Investment Advisory Services Inc. increased its stake in shares of iShares MSCI USA Value Factor ETF by 0.6% in the first quarter. Mason Investment Advisory Services Inc. now owns 4,615,680 shares of the company’s stock worth $492,262,000 after buying an additional 27,579 shares during the period. Wharton Business Group LLC raised its holdings in iShares MSCI USA Value Factor ETF by 0.5% during the 1st quarter. Wharton Business Group LLC now owns 1,301,911 shares of the company’s stock valued at $138,812,000 after buying an additional 6,245 shares during the last quarter. Finally, BNP Paribas Financial Markets boosted its position in iShares MSCI USA Value Factor ETF by 0.7% during the 1st quarter. BNP Paribas Financial Markets now owns 1,216,019 shares of the company’s stock valued at $129,688,000 after buying an additional 8,994 shares during the period.

iShares MSCI USA Value Factor ETF Trading Up 12.7%

VLUE stock opened at $120.42 on Thursday. The firm’s 50-day moving average price is $116.34 and its two-hundred day moving average price is $109.68. iShares MSCI USA Value Factor ETF has a 12-month low of $91.80 and a 12-month high of $116.51. The stock has a market capitalization of $7.10 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97.

iShares MSCI USA Value Factor ETF Company 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.