Atlas Private Wealth Advisors cut its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 26.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,342 shares of the company’s stock after selling 6,700 shares during the period. Atlas Private Wealth Advisors’ holdings in iShares MSCI USA Min Vol Factor ETF were worth $1,629,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Carrera Capital Advisors acquired a new position in iShares MSCI USA Min Vol Factor ETF during the second quarter valued at $33,148,000. LPL Financial LLC boosted its position in iShares MSCI USA Min Vol Factor ETF by 6.9% during the third quarter. LPL Financial LLC now owns 5,357,623 shares of the company’s stock valued at $489,205,000 after purchasing an additional 346,414 shares during the last quarter. Sanctuary Advisors LLC purchased a new position in iShares MSCI USA Min Vol Factor ETF in the second quarter valued at about $18,422,000. Bank of Montreal Can increased its position in iShares MSCI USA Min Vol Factor ETF by 572.4% in the 2nd quarter. Bank of Montreal Can now owns 250,380 shares of the company’s stock worth $21,142,000 after purchasing an additional 213,145 shares during the last quarter. Finally, Magnolia Capital Advisors LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 867.8% during the 2nd quarter. Magnolia Capital Advisors LLC now owns 219,897 shares of the company’s stock valued at $18,463,000 after buying an additional 197,175 shares during the last quarter.
iShares MSCI USA Min Vol Factor ETF Stock Performance
BATS:USMV opened at $90.97 on Friday. The company has a market capitalization of $26.65 billion, a P/E ratio of 25.30 and a beta of 0.59. The stock’s 50 day moving average price is $90.96 and its 200 day moving average price is $90.13. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $47.44 and a 52 week high of $55.45.
About iShares MSCI USA Min Vol Factor ETF
The iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that is based on the MSCI USA Minimum Volatility (USD) index. The fund tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints. USMV was launched on Oct 18, 2011 and is managed by BlackRock.
Featured Articles
- Five stocks we like better than iShares MSCI USA Min Vol Factor ETF
- Stock Analyst Ratings and Canadian Analyst Ratings
- Why Energy Transfer Stock Could Soar to New Highs in 2025
- What Are the U.K. Market Holidays? How to Invest and Trade
- 3 Buy-and-Hold Stocks for Long-Term Growth
- Most active stocks: Dollar volume vs share volume
- Despite Short-Term Risks Freeport McMoran Worth a Look
Want to see what other hedge funds are holding USMV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report).
Receive News & Ratings for iShares MSCI USA Min Vol Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares MSCI USA Min Vol Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.