Houlihan Financial Resource Group Ltd. Acquires 22,795 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Houlihan Financial Resource Group Ltd. boosted its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 143.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,735 shares of the company’s stock after acquiring an additional 22,795 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for approximately 1.4% of Houlihan Financial Resource Group Ltd.’s holdings, making the stock its 25th largest position. Houlihan Financial Resource Group Ltd.’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $3,660,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Frankly Finances LLC bought a new position in iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at approximately $25,000. Investors Research Corp bought a new position in iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at approximately $26,000. Elevated Capital Advisors LLC bought a new position in iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at approximately $29,000. Chapman Financial Group LLC bought a new position in iShares MSCI USA Min Vol Factor ETF in the 2nd quarter valued at approximately $29,000. Finally, Abound Wealth Management lifted its position in iShares MSCI USA Min Vol Factor ETF by 437.1% in the 4th quarter. Abound Wealth Management now owns 333 shares of the company’s stock valued at $31,000 after acquiring an additional 271 shares in the last quarter.

iShares MSCI USA Min Vol Factor ETF Trading Up 0.3%

USMV stock opened at $96.33 on Friday. The stock has a market capitalization of $24.58 billion, a PE ratio of 22.90 and a beta of 0.72. iShares MSCI USA Min Vol Factor ETF has a 12-month low of $91.02 and a 12-month high of $98.07. The stock’s 50 day simple moving average is $94.10 and its 200 day simple moving average is $94.66.

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.