Orion Portfolio Solutions LLC Has $1.78 Million Stake in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Orion Portfolio Solutions LLC trimmed its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 7.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,345 shares of the company’s stock after selling 1,355 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,782,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its position in iShares MSCI USA Value Factor ETF by 2.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 18,858,245 shares of the company’s stock worth $1,951,785,000 after buying an additional 480,177 shares during the last quarter. Wharton Business Group LLC increased its stake in shares of iShares MSCI USA Value Factor ETF by 15.6% in the third quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock worth $140,708,000 after purchasing an additional 174,330 shares during the period. Kovitz Investment Group Partners LLC acquired a new position in shares of iShares MSCI USA Value Factor ETF during the third quarter worth approximately $5,920,000. Strategic Financial Concepts LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the second quarter valued at approximately $44,000. Finally, Magnolia Capital Advisors LLC increased its position in iShares MSCI USA Value Factor ETF by 315.8% during the second quarter. Magnolia Capital Advisors LLC now owns 39,875 shares of the company’s stock worth $4,125,000 after acquiring an additional 30,284 shares during the period.

iShares MSCI USA Value Factor ETF Trading Down 0.2 %

Shares of VLUE stock opened at $110.11 on Friday. The company has a market capitalization of $7.44 billion, a P/E ratio of 13.26 and a beta of 0.87. iShares MSCI USA Value Factor ETF has a 12 month low of $71.21 and a 12 month high of $89.40. The stock has a 50 day moving average of $111.09 and a two-hundred day moving average of $107.08.

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.