Strategic Investment Management LLC Trims Holdings in iShares MSCI USA Value Factor ETF $VLUE

Strategic Investment Management LLC lessened its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 75.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,000 shares of the company’s stock after selling 9,200 shares during the period. iShares MSCI USA Value Factor ETF comprises about 0.2% of Strategic Investment Management LLC’s investment portfolio, making the stock its 13th largest position. Strategic Investment Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $375,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in VLUE. Root Financial Partners LLC bought a new stake in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter worth about $58,000. Arkadios Wealth Advisors grew its stake in iShares MSCI USA Value Factor ETF by 15.1% in the third quarter. Arkadios Wealth Advisors now owns 7,869 shares of the company’s stock worth $984,000 after purchasing an additional 1,034 shares in the last quarter. Walkner Condon Financial Advisors LLC acquired a new position in iShares MSCI USA Value Factor ETF in the third quarter worth about $216,000. Evergreen Capital Management LLC increased its holdings in iShares MSCI USA Value Factor ETF by 2.8% in the third quarter. Evergreen Capital Management LLC now owns 39,716 shares of the company’s stock valued at $4,966,000 after buying an additional 1,096 shares during the last quarter. Finally, Leavell Investment Management Inc. raised its stake in iShares MSCI USA Value Factor ETF by 2.7% during the third quarter. Leavell Investment Management Inc. now owns 4,941 shares of the company’s stock valued at $618,000 after buying an additional 128 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Up 37.9%

BATS:VLUE opened at $147.26 on Friday. The company has a market cap of $8.68 billion, a PE ratio of 13.34 and a beta of 0.97. The business’s 50 day moving average is $137.01 and its two-hundred day moving average is $126.83. iShares MSCI USA Value Factor ETF has a 52 week low of $91.80 and a 52 week high of $116.51.

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.