BTG Pactual Asset Management US LLC Takes Position in iShares Core S&P U.S. Value ETF $IUSV

BTG Pactual Asset Management US LLC purchased a new position in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 701,822 shares of the company’s stock, valued at approximately $77,306,000. iShares Core S&P U.S. Value ETF accounts for approximately 4.6% of BTG Pactual Asset Management US LLC’s investment portfolio, making the stock its 3rd largest holding. BTG Pactual Asset Management US LLC owned about 0.29% of iShares Core S&P U.S. Value ETF as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Duncan Williams Asset Management LLC increased its stake in shares of iShares Core S&P U.S. Value ETF by 31.3% in the fourth quarter. Duncan Williams Asset Management LLC now owns 272,824 shares of the company’s stock valued at $29,217,000 after buying an additional 65,030 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core S&P U.S. Value ETF by 3.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 387,312 shares of the company’s stock valued at $39,715,000 after purchasing an additional 13,927 shares during the period. PCA Investment Advisory Services Inc. boosted its holdings in iShares Core S&P U.S. Value ETF by 8.4% during the fourth quarter. PCA Investment Advisory Services Inc. now owns 302,508 shares of the company’s stock worth $31,019,000 after buying an additional 23,402 shares during the last quarter. Total Clarity Wealth Management Inc. grew its holdings in iShares Core S&P U.S. Value ETF by 115.1% during the first quarter. Total Clarity Wealth Management Inc. now owns 9,871 shares of the company’s stock valued at $1,009,000 after purchasing an additional 5,282 shares during the period. Finally, Prism Planning Partners LLC bought a new stake in shares of iShares Core S&P U.S. Value ETF in the 4th quarter valued at $1,265,000.

iShares Core S&P U.S. Value ETF Stock Performance

IUSV opened at $114.89 on Monday. The stock has a market capitalization of $27.81 billion, a P/E ratio of 20.41 and a beta of 0.83. iShares Core S&P U.S. Value ETF has a 12 month low of $97.64 and a 12 month high of $116.19. The firm’s fifty day simple moving average is $112.70 and its 200 day simple moving average is $108.79.

iShares Core S&P U.S. Value ETF Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Monday, June 15th were paid a $0.4504 dividend. This is an increase from iShares Core S&P U.S. Value ETF’s previous quarterly dividend of $0.39. The ex-dividend date was Monday, June 15th. This represents a $1.80 dividend on an annualized basis and a yield of 1.6%.

iShares Core S&P U.S. Value ETF Profile

The iShares Core S&P U.S. Value ETF (IUSV) is an exchange-traded fund that is based on the S&P 900 Value index. The fund tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors. IUSV was launched on Jul 24, 2000 and is managed by BlackRock.