Stephens Inc. AR Raises Position in iShares MSCI USA Value Factor ETF (BATS:VLUE)

Stephens Inc. AR raised its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 12.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 43,793 shares of the company’s stock after buying an additional 4,757 shares during the quarter. Stephens Inc. AR owned about 0.06% of iShares MSCI USA Value Factor ETF worth $4,625,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in VLUE. Wharton Business Group LLC boosted its position in shares of iShares MSCI USA Value Factor ETF by 15.6% during the 3rd quarter. Wharton Business Group LLC now owns 1,290,421 shares of the company’s stock valued at $140,708,000 after acquiring an additional 174,330 shares during the last quarter. Kovitz Investment Group Partners LLC bought a new stake in iShares MSCI USA Value Factor ETF during the third quarter valued at approximately $5,920,000. Strategic Financial Concepts LLC purchased a new position in iShares MSCI USA Value Factor ETF in the 4th quarter worth approximately $4,466,000. Nomura Asset Management Co. Ltd. bought a new position in shares of iShares MSCI USA Value Factor ETF in the 3rd quarter worth $3,664,000. Finally, Mason Investment Advisory Services Inc. raised its position in shares of iShares MSCI USA Value Factor ETF by 0.4% during the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,509,184 shares of the company’s stock valued at $491,681,000 after buying an additional 19,941 shares in the last quarter.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of BATS:VLUE opened at $109.83 on Tuesday. The firm has a market capitalization of $7.42 billion, a PE ratio of 13.26 and a beta of 0.87. iShares MSCI USA Value Factor ETF has a 52-week low of $71.21 and a 52-week high of $89.40. The firm has a fifty day moving average of $108.71 and a 200 day moving average of $108.25.

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.