iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Capital Advisors Ltd. LLC

Capital Advisors Ltd. LLC lowered its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 2.2% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 266,227 shares of the company’s stock after selling 5,890 shares during the period. iShares MSCI USA Min Vol Factor ETF comprises about 2.9% of Capital Advisors Ltd. LLC’s portfolio, making the stock its 7th biggest holding. Capital Advisors Ltd. LLC owned about 0.09% of iShares MSCI USA Min Vol Factor ETF worth $22,251,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Woodmont Investment Counsel LLC bought a new stake in iShares MSCI USA Min Vol Factor ETF during the 1st quarter worth $81,000. Leonard Rickey Investment Advisors P.L.L.C. grew its position in iShares MSCI USA Min Vol Factor ETF by 1.0% during the 1st quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 172,715 shares of the company’s stock worth $14,436,000 after acquiring an additional 1,666 shares during the last quarter. Claro Advisors LLC grew its position in iShares MSCI USA Min Vol Factor ETF by 14.3% during the 1st quarter. Claro Advisors LLC now owns 6,227 shares of the company’s stock worth $520,000 after acquiring an additional 780 shares during the last quarter. ADE LLC grew its position in iShares MSCI USA Min Vol Factor ETF by 2.6% during the 1st quarter. ADE LLC now owns 106,131 shares of the company’s stock worth $8,870,000 after acquiring an additional 2,739 shares during the last quarter. Finally, Founders Financial Securities LLC grew its position in iShares MSCI USA Min Vol Factor ETF by 298.3% during the 1st quarter. Founders Financial Securities LLC now owns 105,182 shares of the company’s stock worth $8,791,000 after acquiring an additional 78,772 shares during the last quarter.

iShares MSCI USA Min Vol Factor ETF Price Performance

USMV stock traded down $0.20 during midday trading on Tuesday, reaching $83.76. 1,999,206 shares of the stock were exchanged. The stock has a market capitalization of $24.54 billion, a PE ratio of 25.30 and a beta of 0.59. iShares MSCI USA Min Vol Factor ETF has a 52 week low of $47.44 and a 52 week high of $55.45. The company has a fifty day moving average price of $82.79 and a 200 day moving average price of $81.24.

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.