Curtis Advisory Group LLC lifted its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 60.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 54,460 shares of the company’s stock after purchasing an additional 20,514 shares during the quarter. iShares MSCI USA Min Vol Factor ETF accounts for approximately 1.2% of Curtis Advisory Group LLC’s holdings, making the stock its 25th biggest holding. Curtis Advisory Group LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $5,181,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in the company. Vestmark Advisory Solutions Inc. increased its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 1,292.5% during the third quarter. Vestmark Advisory Solutions Inc. now owns 93,310 shares of the company’s stock worth $8,877,000 after buying an additional 86,609 shares in the last quarter. Intrust Bank NA grew its position in iShares MSCI USA Min Vol Factor ETF by 1.6% during the 3rd quarter. Intrust Bank NA now owns 195,243 shares of the company’s stock worth $18,575,000 after acquiring an additional 3,141 shares during the last quarter. Citigroup Inc. raised its position in iShares MSCI USA Min Vol Factor ETF by 65.8% in the 3rd quarter. Citigroup Inc. now owns 303,960 shares of the company’s stock valued at $28,919,000 after purchasing an additional 120,580 shares during the last quarter. Mullooly Asset Management Inc. raised its position in iShares MSCI USA Min Vol Factor ETF by 4.2% in the 3rd quarter. Mullooly Asset Management Inc. now owns 35,597 shares of the company’s stock valued at $3,387,000 after purchasing an additional 1,438 shares during the last quarter. Finally, Wealth Alliance LLC boosted its stake in iShares MSCI USA Min Vol Factor ETF by 10.1% in the third quarter. Wealth Alliance LLC now owns 5,873 shares of the company’s stock worth $559,000 after purchasing an additional 538 shares in the last quarter.
iShares MSCI USA Min Vol Factor ETF Stock Performance
Shares of BATS:USMV opened at $96.19 on Monday. The business has a fifty day moving average of $94.91 and a 200-day moving average of $94.34. iShares MSCI USA Min Vol Factor ETF has a twelve month low of $83.99 and a twelve month high of $96.65. The firm has a market cap of $24.55 billion, a PE ratio of 22.90 and a beta of 0.72.
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.
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