Horizon Investments LLC Makes New $34.47 Million Investment in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Horizon Investments LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 326,422 shares of the company’s stock, valued at approximately $34,473,000. iShares MSCI USA Value Factor ETF comprises approximately 1.0% of Horizon Investments LLC’s portfolio, making the stock its 13th biggest holding. Horizon Investments LLC owned about 0.48% of iShares MSCI USA Value Factor ETF at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Mason Investment Advisory Services Inc. increased its position in iShares MSCI USA Value Factor ETF by 1.8% during the fourth quarter. Mason Investment Advisory Services Inc. now owns 4,588,101 shares of the company’s stock worth $484,549,000 after purchasing an additional 78,917 shares during the last quarter. Wharton Business Group LLC increased its holdings in shares of iShares MSCI USA Value Factor ETF by 0.4% during the 4th quarter. Wharton Business Group LLC now owns 1,295,666 shares of the company’s stock worth $136,835,000 after buying an additional 5,245 shares during the last quarter. Cerity Partners LLC raised its position in shares of iShares MSCI USA Value Factor ETF by 2.8% in the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock worth $79,494,000 after buying an additional 19,749 shares during the period. Kathmere Capital Management LLC boosted its holdings in iShares MSCI USA Value Factor ETF by 3.1% in the fourth quarter. Kathmere Capital Management LLC now owns 455,056 shares of the company’s stock valued at $48,058,000 after acquiring an additional 13,823 shares during the last quarter. Finally, State of Michigan Retirement System grew its position in iShares MSCI USA Value Factor ETF by 6.0% during the fourth quarter. State of Michigan Retirement System now owns 421,400 shares of the company’s stock valued at $44,504,000 after acquiring an additional 23,900 shares during the period.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of BATS:VLUE opened at $108.38 on Tuesday. iShares MSCI USA Value Factor ETF has a 1 year low of $98.51 and a 1 year high of $115.88. The stock has a 50-day simple moving average of $109.38 and a 200-day simple moving average of $109.24. The stock has a market capitalization of $7.19 billion, a P/E ratio of 14.85 and a beta of 1.03.

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.