Envestnet Asset Management Inc. Has $178.91 Million Stake in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Posted by Casey Walker on Apr 7th, 2025

Envestnet Asset Management Inc. lessened its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,694,095 shares of the company’s stock after selling 13,256 shares during the period. Envestnet Asset Management Inc. owned about 2.51% of iShares MSCI USA Value Factor ETF worth $178,913,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. EFG Asset Management Americas Corp. raised its position in shares of iShares MSCI USA Value Factor ETF by 19.0% in the 4th quarter. EFG Asset Management Americas Corp. now owns 36,178 shares of the company’s stock valued at $3,821,000 after buying an additional 5,787 shares in the last quarter. BNP Paribas Financial Markets raised its position in iShares MSCI USA Value Factor ETF by 1.4% during the third quarter. BNP Paribas Financial Markets now owns 12,528 shares of the company’s stock valued at $1,366,000 after purchasing an additional 171 shares in the last quarter. QRG Capital Management Inc. bought a new stake in iShares MSCI USA Value Factor ETF during the fourth quarter worth $256,000. Assetmark Inc. boosted its holdings in shares of iShares MSCI USA Value Factor ETF by 4.1% in the 4th quarter. Assetmark Inc. now owns 15,974 shares of the company’s stock valued at $1,687,000 after purchasing an additional 632 shares in the last quarter. Finally, Avantax Advisory Services Inc. increased its stake in shares of iShares MSCI USA Value Factor ETF by 4.1% in the 4th quarter. Avantax Advisory Services Inc. now owns 12,788 shares of the company’s stock valued at $1,351,000 after purchasing an additional 504 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

iShares MSCI USA Value Factor ETF stock opened at $95.85 on Monday. The stock has a fifty day moving average of $108.78 and a 200-day moving average of $109.26. The stock has a market capitalization of $6.00 billion, a P/E ratio of 14.96 and a beta of 1.03. iShares MSCI USA Value Factor ETF has a 52 week low of $95.67 and a 52 week high of $115.88.

About iShares MSCI USA Value Factor ETF

(Free Report)

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.