iShares MSCI USA Min Vol Factor ETF $USMV Stake Lowered by Capital & Planning LLC

Capital & Planning LLC cut its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 5.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 108,209 shares of the company’s stock after selling 6,586 shares during the quarter. iShares MSCI USA Min Vol Factor ETF makes up 5.4% of Capital & Planning LLC’s portfolio, making the stock its 12th biggest holding. Capital & Planning LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $10,438,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of USMV. WealthPLAN Partners LLC increased its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 2.6% during the fourth quarter. WealthPLAN Partners LLC now owns 4,160 shares of the company’s stock valued at $392,000 after acquiring an additional 105 shares in the last quarter. Delta Wealth Advisors LLC raised its position in shares of iShares MSCI USA Min Vol Factor ETF by 0.3% during the first quarter. Delta Wealth Advisors LLC now owns 36,699 shares of the company’s stock worth $3,403,000 after purchasing an additional 108 shares during the period. Mcmorgan & Co. LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 0.4% in the 1st quarter. Mcmorgan & Co. LLC now owns 28,238 shares of the company’s stock worth $2,619,000 after purchasing an additional 108 shares in the last quarter. KW Wealth Management LLC lifted its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 0.8% in the 4th quarter. KW Wealth Management LLC now owns 13,553 shares of the company’s stock worth $1,276,000 after purchasing an additional 109 shares in the last quarter. Finally, Opulen Financial Group LLC grew its position in iShares MSCI USA Min Vol Factor ETF by 2.4% in the 3rd quarter. Opulen Financial Group LLC now owns 5,120 shares of the company’s stock valued at $487,000 after purchasing an additional 118 shares during the period.

iShares MSCI USA Min Vol Factor ETF Stock Performance

Shares of USMV stock opened at $100.80 on Tuesday. The firm has a fifty day simple moving average of $99.16 and a two-hundred day simple moving average of $96.42. iShares MSCI USA Min Vol Factor ETF has a 12 month low of $91.02 and a 12 month high of $102.21. The firm has a market capitalization of $25.72 billion, a PE ratio of 22.90 and a beta of 0.72.

iShares MSCI USA Min Vol Factor ETF Company 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.