Focus Partners Wealth Grows Holdings in iShares MSCI USA Value Factor ETF $VLUE

Focus Partners Wealth increased its position in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 16.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 328,961 shares of the company’s stock after buying an additional 45,632 shares during the period. Focus Partners Wealth’s holdings in iShares MSCI USA Value Factor ETF were worth $44,979,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in VLUE. Lloyd Advisory Services LLC. purchased a new stake in iShares MSCI USA Value Factor ETF during the 4th quarter worth $33,000. Smartleaf Asset Management LLC increased its position in shares of iShares MSCI USA Value Factor ETF by 69.3% in the 2nd quarter. Smartleaf Asset Management LLC now owns 325 shares of the company’s stock worth $37,000 after purchasing an additional 133 shares during the last quarter. Rothschild Investment LLC increased its position in shares of iShares MSCI USA Value Factor ETF by 64.0% in the 3rd quarter. Rothschild Investment LLC now owns 410 shares of the company’s stock worth $51,000 after purchasing an additional 160 shares during the last quarter. Tucker Asset Management LLC increased its position in shares of iShares MSCI USA Value Factor ETF by 52.3% in the 4th quarter. Tucker Asset Management LLC now owns 437 shares of the company’s stock worth $60,000 after purchasing an additional 150 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in shares of iShares MSCI USA Value Factor ETF by 42.7% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 531 shares of the company’s stock worth $66,000 after purchasing an additional 159 shares during the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

VLUE opened at $202.34 on Tuesday. The company has a 50-day moving average of $176.27 and a 200-day moving average of $155.04. The company has a market capitalization of $11.93 billion, a P/E ratio of 13.34 and a beta of 0.97. iShares MSCI USA Value Factor ETF has a 1-year low of $108.90 and a 1-year 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.