Marks Wealth LLC lowered its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 66.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 179,919 shares of the company’s stock after selling 361,535 shares during the quarter. iShares MSCI USA Value Factor ETF comprises approximately 7.8% of Marks Wealth LLC’s holdings, making the stock its 5th largest holding. Marks Wealth LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $35,624,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also made changes to their positions in VLUE. Security Financial Services INC. grew its position in shares of iShares MSCI USA Value Factor ETF by 22.3% during the third quarter. Security Financial Services INC. now owns 1,856 shares of the company’s stock valued at $368,000 after purchasing an additional 339 shares in the last quarter. Vise Technologies Inc. lifted its position in shares of iShares MSCI USA Value Factor ETF by 808.6% in the third quarter. Vise Technologies Inc. now owns 45,647 shares of the company’s stock worth $9,038,000 after buying an additional 40,623 shares in the last quarter. Soltis Investment Advisors LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the third quarter worth about $204,000. Founders Financial Securities LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the third quarter worth about $654,000. Finally, Choreo LLC lifted its position in shares of iShares MSCI USA Value Factor ETF by 199.6% in the third quarter. Choreo LLC now owns 11,043 shares of the company’s stock worth $2,187,000 after buying an additional 7,357 shares in the last quarter.
iShares MSCI USA Value Factor ETF Trading Up 0.2%
Shares of iShares MSCI USA Value Factor ETF stock opened at $193.02 on Thursday. The stock has a 50 day moving average of $198.65 and a 200 day moving average of $179.32. iShares MSCI USA Value Factor ETF has a 12 month low of $124.55 and a 12 month high of $206.57. The firm has a market cap of $11.38 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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