Arete Wealth Advisors LLC Raises Holdings in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Arete Wealth Advisors LLC boosted its stake in iShares MSCI USA Value Factor ETF (BATS:VLUE) by 25.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,258 shares of the company’s stock after buying an additional 870 shares during the quarter. Arete Wealth Advisors LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $450,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Horizon Investments LLC purchased a new stake in shares of iShares MSCI USA Value Factor ETF in the fourth quarter valued at $34,473,000. Raymond James Financial Inc. purchased a new position in iShares MSCI USA Value Factor ETF in the 4th quarter valued at about $27,277,000. SVB Wealth LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF during the 4th quarter worth about $9,804,000. Mason Investment Advisory Services Inc. grew its holdings in shares of iShares MSCI USA Value Factor ETF by 1.8% during the fourth quarter. Mason Investment Advisory Services Inc. now owns 4,588,101 shares of the company’s stock worth $484,549,000 after buying an additional 78,917 shares in the last quarter. Finally, Bank of New York Mellon Corp acquired a new position in shares of iShares MSCI USA Value Factor ETF in the fourth quarter valued at approximately $7,655,000.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of VLUE opened at $95.85 on Friday. iShares MSCI USA Value Factor ETF has a 1 year low of $95.67 and a 1 year high of $115.88. The company’s 50 day simple moving average is $108.78 and its 200 day simple moving average is $109.25. The company has a market capitalization of $6.00 billion, a price-to-earnings ratio of 14.96 and a beta of 1.03.

iShares MSCI USA Value Factor ETF 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.