Chatterton & Associates Inc. Purchases New Shares in iShares MSCI USA Min Vol Factor ETF $USMV

Chatterton & Associates Inc. acquired a new stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 9,040 shares of the company’s stock, valued at approximately $851,000.

A number of other large investors have also modified their holdings of the company. Secure Asset Management LLC grew its position in shares of iShares MSCI USA Min Vol Factor ETF by 2.8% during the 3rd quarter. Secure Asset Management LLC now owns 3,904 shares of the company’s stock valued at $371,000 after acquiring an additional 108 shares during the period. Patriot Investment Management Group Inc. raised its holdings in iShares MSCI USA Min Vol Factor ETF by 0.4% in the 3rd quarter. Patriot Investment Management Group Inc. now owns 29,572 shares of the company’s stock worth $2,814,000 after purchasing an additional 111 shares during the period. Venturi Wealth Management LLC boosted its position in iShares MSCI USA Min Vol Factor ETF by 1.8% during the third quarter. Venturi Wealth Management LLC now owns 6,122 shares of the company’s stock worth $582,000 after purchasing an additional 111 shares in the last quarter. Partners Capital Investment Group LLP boosted its position in iShares MSCI USA Min Vol Factor ETF by 0.4% during the third quarter. Partners Capital Investment Group LLP now owns 29,220 shares of the company’s stock worth $2,780,000 after purchasing an additional 112 shares in the last quarter. Finally, Modera Wealth Management LLC grew its holdings in iShares MSCI USA Min Vol Factor ETF by 4.1% in the third quarter. Modera Wealth Management LLC now owns 2,836 shares of the company’s stock valued at $270,000 after purchasing an additional 113 shares during the period.

iShares MSCI USA Min Vol Factor ETF Price Performance

iShares MSCI USA Min Vol Factor ETF stock opened at $93.36 on Friday. The stock has a market capitalization of $23.83 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 $83.99 and a 12 month high of $98.07. The business has a 50 day simple moving average of $95.07 and a 200-day simple moving average of $94.53.

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.