Saxon Interests Inc. Buys New Stake in iShares MSCI USA Value Factor ETF $VLUE

Saxon Interests Inc. bought 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 Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,910 shares of the company’s stock, valued at approximately $2,312,000. iShares MSCI USA Value Factor ETF comprises approximately 0.8% of Saxon Interests Inc.’s portfolio, making the stock its 28th largest holding.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Lloyd Advisory Services LLC. purchased a new stake in iShares MSCI USA Value Factor ETF during the fourth quarter valued at approximately $33,000. Smartleaf Asset Management LLC lifted its position in iShares MSCI USA Value Factor ETF by 69.3% during the second quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock valued at $37,000 after acquiring an additional 133 shares during the last quarter. Rothschild Investment LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 64.0% in the third quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after buying an additional 160 shares during the last quarter. Tucker Asset Management LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 52.3% in the fourth quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock worth $60,000 after buying an additional 150 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of iShares MSCI USA Value Factor ETF by 42.7% in the third quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock worth $66,000 after buying an additional 159 shares during the last quarter.

iShares MSCI USA Value Factor ETF Trading Up 0.4%

BATS VLUE opened at $198.38 on Friday. The company has a fifty day simple moving average of $175.13 and a two-hundred day simple moving average of $154.36. The stock has a market cap of $11.69 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 12-month low of $108.90 and a 12-month high of $204.35.

About iShares MSCI USA Value Factor ETF

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.