Jones Financial Companies Lllp lifted its holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 57.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,445 shares of the company’s stock after buying an additional 10,404 shares during the quarter. Jones Financial Companies Lllp’s holdings in iShares MSCI USA Value Factor ETF were worth $3,004,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also added to or reduced their stakes in VLUE. Harbour Investments Inc. increased its position in iShares MSCI USA Value Factor ETF by 1.1% in the 3rd quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock valued at $1,582,000 after acquiring an additional 154 shares in the last quarter. BNP Paribas Financial Markets increased its stake in shares of iShares MSCI USA Value Factor ETF by 1.4% in the 3rd quarter. BNP Paribas Financial Markets now owns 12,528 shares of the company’s stock valued at $1,366,000 after buying an additional 171 shares during the period. Schrum Private Wealth Management LLC raised its holdings in iShares MSCI USA Value Factor ETF by 79.6% during the 3rd quarter. Schrum Private Wealth Management LLC now owns 4,974 shares of the company’s stock worth $542,000 after purchasing an additional 2,204 shares during the last quarter. Atria Investments Inc raised its stake in shares of iShares MSCI USA Value Factor ETF by 3.8% during the third quarter. Atria Investments Inc now owns 7,607 shares of the company’s stock worth $829,000 after buying an additional 277 shares during the last quarter. Finally, Integrated Wealth Concepts LLC raised its position in shares of iShares MSCI USA Value Factor ETF by 5.4% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 270,951 shares of the company’s stock valued at $29,544,000 after acquiring an additional 13,946 shares during the last quarter.
iShares MSCI USA Value Factor ETF Trading Up 1.3 %
BATS:VLUE opened at $108.24 on Thursday. The firm has a market capitalization of $7.28 billion, a price-to-earnings ratio of 16.17 and a beta of 1.03. iShares MSCI USA Value Factor ETF has a 1-year low of $71.21 and a 1-year high of $89.40. The business’s 50-day moving average price is $109.28 and its two-hundred day moving average price is $109.18.
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.
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