iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Purchased by Walled Lake Planning & Wealth Management LLC

Walled Lake Planning & Wealth Management LLC raised its stake in iShares MSCI USA Min Vol Factor ETF (BATS:USMV) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 166,151 shares of the company’s stock after purchasing an additional 5,052 shares during the quarter. iShares MSCI USA Min Vol Factor ETF comprises approximately 5.5% of Walled Lake Planning & Wealth Management LLC’s holdings, making the stock its 2nd biggest holding. Walled Lake Planning & Wealth Management LLC’s holdings in iShares MSCI USA Min Vol Factor ETF were worth $14,753,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. acquired a new position in shares of iShares MSCI USA Min Vol Factor ETF during the 4th quarter valued at $1,176,338,000. LPL Financial LLC lifted its stake in shares of iShares MSCI USA Min Vol Factor ETF by 6.1% during the fourth quarter. LPL Financial LLC now owns 5,685,914 shares of the company’s stock worth $504,852,000 after purchasing an additional 328,291 shares in the last quarter. Millburn Ridgefield Corp grew its stake in shares of iShares MSCI USA Min Vol Factor ETF by 5.2% in the fourth quarter. Millburn Ridgefield Corp now owns 3,651,407 shares of the company’s stock valued at $324,208,000 after buying an additional 180,849 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares MSCI USA Min Vol Factor ETF by 0.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 3,225,739 shares of the company’s stock valued at $294,542,000 after buying an additional 21,739 shares during the period. Finally, Assetmark Inc. lifted its position in iShares MSCI USA Min Vol Factor ETF by 0.6% during the 4th quarter. Assetmark Inc. now owns 1,606,337 shares of the company’s stock worth $142,627,000 after acquiring an additional 10,270 shares in the last quarter.

iShares MSCI USA Min Vol Factor ETF Stock Up 4.6 %

Shares of BATS:USMV opened at $92.75 on Friday. The company has a market capitalization of $24.21 billion, a price-to-earnings ratio of 24.03 and a beta of 0.77. The company has a 50 day moving average of $92.67 and a two-hundred day moving average of $91.76. iShares MSCI USA Min Vol Factor ETF has a 52-week low of $79.69 and a 52-week high of $95.12.

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.