TD Capital Management LLC Lowers Stake in iShares MSCI USA Value Factor ETF (BATS:VLUE)

TD Capital Management LLC reduced its holdings in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) by 69.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,124 shares of the company’s stock after selling 2,510 shares during the period. TD Capital Management LLC’s holdings in iShares MSCI USA Value Factor ETF were worth $119,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Mason Investment Advisory Services Inc. lifted its position in 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 acquiring an additional 19,941 shares during the period. Wharton Business Group LLC lifted its position in iShares MSCI USA Value Factor ETF by 0.4% during the 4th quarter. Wharton Business Group LLC now owns 1,295,666 shares of the company’s stock valued at $136,835,000 after acquiring an additional 5,245 shares during the period. Cerity Partners LLC lifted its position in iShares MSCI USA Value Factor ETF by 2.8% during the 3rd quarter. Cerity Partners LLC now owns 729,032 shares of the company’s stock valued at $79,494,000 after acquiring an additional 19,749 shares during the period. Kathmere Capital Management LLC lifted its position in iShares MSCI USA Value Factor ETF by 3.1% during the 4th quarter. Kathmere Capital Management LLC now owns 455,056 shares of the company’s stock valued at $48,058,000 after acquiring an additional 13,823 shares during the period. Finally, Stonehearth Capital Management LLC lifted its position in iShares MSCI USA Value Factor ETF by 2.3% during the 4th quarter. Stonehearth Capital Management LLC now owns 371,508 shares of the company’s stock valued at $39,235,000 after acquiring an additional 8,410 shares during the period.

iShares MSCI USA Value Factor ETF Stock Performance

Shares of iShares MSCI USA Value Factor ETF stock opened at $111.21 on Friday. The stock has a market capitalization of $7.48 billion, a PE ratio of 16.17 and a beta of 1.03. iShares MSCI USA Value Factor ETF has a 52-week low of $71.21 and a 52-week high of $89.40. The company has a 50-day simple moving average of $109.16 and a two-hundred day simple moving average of $109.03.

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.