Stonehearth Capital Management LLC lowered its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 2.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 254,278 shares of the company’s stock after selling 5,563 shares during the period. iShares MSCI USA Value Factor ETF comprises about 12.9% of Stonehearth Capital Management LLC’s portfolio, making the stock its largest holding. Stonehearth Capital Management LLC owned 0.43% of iShares MSCI USA Value Factor ETF worth $34,767,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also modified their holdings of the company. Salem Investment Counselors Inc. boosted its stake in shares of iShares MSCI USA Value Factor ETF by 306.9% in the third quarter. Salem Investment Counselors Inc. now owns 293 shares of the company’s stock worth $37,000 after buying an additional 221 shares during the last quarter. Smartleaf Asset Management LLC grew its holdings 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 worth $37,000 after acquiring an additional 133 shares during the period. Rothschild Investment LLC raised its position in iShares MSCI USA Value Factor ETF by 64.0% during the third quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock valued at $51,000 after acquiring an additional 160 shares in the last quarter. Root Financial Partners LLC purchased a new position in iShares MSCI USA Value Factor ETF during the third quarter valued at approximately $58,000. Finally, EverSource Wealth Advisors LLC lifted its holdings in 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 valued at $66,000 after acquiring an additional 159 shares during the period.
iShares MSCI USA Value Factor ETF Trading Down 1.8%
iShares MSCI USA Value Factor ETF stock opened at $142.90 on Friday. iShares MSCI USA Value Factor ETF has a 12 month low of $91.80 and a 12 month high of $154.31. The stock’s 50 day simple moving average is $147.86 and its two-hundred day simple moving average is $136.85. The firm has a market cap of $8.42 billion, a PE ratio of 13.34 and a beta of 0.97.
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. VLUE was launched on Apr 16, 2013 and is managed by BlackRock.
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