Gilpin Wealth Management LLC Takes Position in iShares MSCI USA Value Factor ETF $VLUE

Gilpin Wealth Management LLC acquired a new stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 38,348 shares of the company’s stock, valued at approximately $5,243,000. iShares MSCI USA Value Factor ETF comprises 4.2% of Gilpin Wealth Management LLC’s investment portfolio, making the stock its largest holding.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares MSCI USA Value Factor ETF by 2.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 22,746,544 shares of the company’s stock valued at $3,110,135,000 after purchasing an additional 586,241 shares during the last quarter. Mason Investment Advisory Services Inc. raised its stake in iShares MSCI USA Value Factor ETF by 0.8% in the 3rd quarter. Mason Investment Advisory Services Inc. now owns 4,702,931 shares of the company’s stock worth $588,101,000 after acquiring an additional 38,865 shares during the last quarter. Bank of America Corp DE raised its stake in iShares MSCI USA Value Factor ETF by 1.0% in the 3rd quarter. Bank of America Corp DE now owns 1,768,935 shares of the company’s stock worth $221,205,000 after acquiring an additional 17,069 shares during the last quarter. Caisse de depot et placement du Quebec purchased a new position in iShares MSCI USA Value Factor ETF in the 3rd quarter worth $187,061,000. Finally, LPL Financial LLC raised its stake in iShares MSCI USA Value Factor ETF by 2.2% in the 4th quarter. LPL Financial LLC now owns 538,171 shares of the company’s stock worth $73,584,000 after acquiring an additional 11,704 shares during the last quarter.

iShares MSCI USA Value Factor ETF Price Performance

Shares of VLUE stock opened at $190.61 on Thursday. The firm has a market capitalization of $11.24 billion, a price-to-earnings ratio of 13.34 and a beta of 0.97. The business has a fifty day moving average of $172.95 and a 200 day moving average of $153.56. iShares MSCI USA Value Factor ETF has a 1 year low of $108.90 and a 1 year high of $204.35.

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.