Levy Wealth Management Group LLC Sells 1,293 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

Levy Wealth Management Group LLC decreased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMVFree Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,086 shares of the company’s stock after selling 1,293 shares during the quarter. iShares MSCI USA Min Vol Factor ETF makes up about 0.6% of Levy Wealth Management Group LLC’s investment portfolio, making the stock its 20th largest position. Levy Wealth Management Group LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $2,114,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of USMV. Horrell Capital Management Inc. acquired a new stake in shares of iShares MSCI USA Min Vol Factor ETF in the fourth quarter valued at approximately $27,000. Global Trust Asset Management LLC bought a new position in iShares MSCI USA Min Vol Factor ETF in the 4th quarter valued at $27,000. Eagle Bay Advisors LLC acquired a new stake in shares of iShares MSCI USA Min Vol Factor ETF in the 2nd quarter valued at $28,000. Stonebridge Capital Advisors LLC raised its position in shares of iShares MSCI USA Min Vol Factor ETF by 180.4% during the fourth quarter. Stonebridge Capital Advisors LLC now owns 401 shares of the company’s stock worth $29,000 after acquiring an additional 258 shares during the last quarter. Finally, M&R Capital Management Inc. acquired a new position in shares of iShares MSCI USA Min Vol Factor ETF during the fourth quarter valued at $34,000.

iShares MSCI USA Min Vol Factor ETF Stock Down 0.2 %

USMV stock traded down $0.19 during midday trading on Thursday, reaching $82.66. The stock had a trading volume of 2,059,209 shares. The firm has a market cap of $31.71 billion, a price-to-earnings ratio of 20.17 and a beta of 0.75. iShares MSCI USA Min Vol Factor ETF has a twelve month low of $47.44 and a twelve month high of $55.45. The business has a fifty day simple moving average of $81.51 and a two-hundred day simple moving average of $77.51.

iShares MSCI USA Min Vol Factor ETF Company Profile

(Free Report)

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.

Further Reading

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:USMVFree Report).

Institutional Ownership by Quarter for iShares MSCI USA Min Vol Factor ETF (BATS:USMV)

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.