iShares MSCI USA Value Factor ETF (BATS:VLUE) Stake Cut by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC decreased its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 12.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,700 shares of the company’s stock after selling 932 shares during the period. United Capital Financial Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $708,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Wilmington Savings Fund Society FSB bought a new position in iShares MSCI USA Value Factor ETF during the 3rd quarter worth $29,000. Destination Wealth Management bought a new position in shares of iShares MSCI USA Value Factor ETF during the third quarter worth about $237,000. Syntax Research Inc. increased its holdings in shares of iShares MSCI USA Value Factor ETF by 0.9% in the 3rd quarter. Syntax Research Inc. now owns 72,176 shares of the company’s stock worth $7,870,000 after acquiring an additional 650 shares during the period. Modus Advisors LLC bought a new stake in iShares MSCI USA Value Factor ETF in the 4th quarter valued at about $106,000. Finally, Stonehearth Capital Management LLC boosted its stake in iShares MSCI USA Value Factor ETF by 2.3% during the 4th quarter. Stonehearth Capital Management LLC now owns 371,508 shares of the company’s stock valued at $39,235,000 after purchasing an additional 8,410 shares during the period.

iShares MSCI USA Value Factor ETF Trading Down 7.7 %

Shares of BATS:VLUE opened at $98.62 on Friday. The firm’s 50 day moving average is $105.87 and its two-hundred day moving average is $108.36. The firm has a market capitalization of $6.01 billion, a P/E ratio of 14.12 and a beta of 0.96. iShares MSCI USA Value Factor ETF has a 52 week low of $91.80 and a 52 week high of $115.88.

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.