iShares MSCI USA Min Vol Factor ETF $USMV Shares Acquired by CreativeOne Wealth LLC

CreativeOne Wealth LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 8.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 148,101 shares of the company’s stock after acquiring an additional 11,198 shares during the period. CreativeOne Wealth LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $14,090,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. Chapman Financial Group LLC purchased a new stake in iShares MSCI USA Min Vol Factor ETF in the 2nd quarter valued at $29,000. Manning & Napier Advisors LLC purchased a new position in iShares MSCI USA Min Vol Factor ETF during the 3rd quarter worth $30,000. Grey Fox Wealth Advisors LLC acquired a new position in iShares MSCI USA Min Vol Factor ETF in the third quarter valued at $35,000. Howe & Rusling Inc. increased its stake in iShares MSCI USA Min Vol Factor ETF by 141.8% in the second quarter. Howe & Rusling Inc. now owns 515 shares of the company’s stock valued at $48,000 after purchasing an additional 302 shares during the period. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of iShares MSCI USA Min Vol Factor ETF in the third quarter valued at about $48,000.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of BATS:USMV opened at $96.65 on Friday. iShares MSCI USA Min Vol Factor ETF has a one year low of $83.99 and a one year high of $98.07. The stock has a market capitalization of $24.67 billion, a price-to-earnings ratio of 22.90 and a beta of 0.72. The company has a 50-day simple moving average of $95.38 and a 200-day simple moving average of $94.59.

iShares MSCI USA Min Vol Factor ETF Profile

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.