Orion Portfolio Solutions LLC Lowers Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Orion Portfolio Solutions LLC trimmed its position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 1.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,027 shares of the company’s stock after selling 318 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $1,693,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. increased its holdings in iShares MSCI USA Value Factor ETF by 7.1% in the fourth quarter. JPMorgan Chase & Co. now owns 407,952 shares of the company’s stock valued at $43,084,000 after buying an additional 27,115 shares in the last quarter. CoreFirst Bank & Trust purchased a new position in shares of iShares MSCI USA Value Factor ETF in the 4th quarter valued at about $85,000. Syntax Research Inc. increased its stake in shares of iShares MSCI USA Value Factor ETF by 0.7% in the 4th quarter. Syntax Research Inc. now owns 72,680 shares of the company’s stock valued at $7,676,000 after purchasing an additional 504 shares in the last quarter. Jackson Thornton Wealth Management LLC boosted its position in iShares MSCI USA Value Factor ETF by 4.5% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 23,407 shares of the company’s stock worth $2,472,000 after purchasing an additional 1,000 shares in the last quarter. Finally, Meridian Wealth Partners LLC boosted its position in iShares MSCI USA Value Factor ETF by 3.2% during the fourth quarter. Meridian Wealth Partners LLC now owns 167,139 shares of the company’s stock worth $17,652,000 after purchasing an additional 5,172 shares in the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

iShares MSCI USA Value Factor ETF stock opened at $107.18 on Thursday. The stock has a market capitalization of $6.71 billion, a PE ratio of 14.96 and a beta of 1.03. The business has a 50 day simple moving average of $109.27 and a 200-day simple moving average of $109.37. iShares MSCI USA Value Factor ETF has a 12 month low of $98.51 and a 12 month high of $115.88.

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.