iShares MSCI USA Value Factor ETF (BATS:VLUE) Holdings Lifted by Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. raised its position in iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report) by 1.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,588,101 shares of the company’s stock after buying an additional 78,917 shares during the period. iShares MSCI USA Value Factor ETF accounts for about 28.4% of Mason Investment Advisory Services Inc.’s holdings, making the stock its largest holding. Mason Investment Advisory Services Inc. owned approximately 0.07% of iShares MSCI USA Value Factor ETF worth $484,549,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VLUE. Atria Investments Inc lifted its holdings in iShares MSCI USA Value Factor ETF by 3.8% in the 3rd quarter. Atria Investments Inc now owns 7,607 shares of the company’s stock valued at $829,000 after purchasing an additional 277 shares in the last quarter. Addison Advisors LLC lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 7.7% during the 3rd quarter. Addison Advisors LLC now owns 112,177 shares of the company’s stock worth $12,232,000 after acquiring an additional 7,986 shares during the period. Harbour Investments Inc. lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 1.1% during the 3rd quarter. Harbour Investments Inc. now owns 14,506 shares of the company’s stock worth $1,582,000 after acquiring an additional 154 shares during the period. Carrera Capital Advisors lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 5.6% during the 3rd quarter. Carrera Capital Advisors now owns 9,774 shares of the company’s stock worth $1,066,000 after acquiring an additional 517 shares during the period. Finally, Schrum Private Wealth Management LLC lifted its holdings in shares of 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 acquiring an additional 2,204 shares during the period.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE stock opened at $109.48 on Tuesday. The firm has a market cap of $7.36 billion, a P/E 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 firm’s 50-day simple moving average is $109.23 and its 200-day simple moving average is $109.17.

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.

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Want to see what other hedge funds are holding VLUE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Value Factor ETF (BATS:VLUEFree Report).

Institutional Ownership by Quarter for iShares MSCI USA Value Factor ETF (BATS:VLUE)

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