17,230 Shares in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Acquired by Newfound Research LLC


Share on StockTwits

Newfound Research LLC bought a new stake in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 17,230 shares of the company’s stock, valued at approximately $1,192,000. iShares Edge MSCI Min Vol USA ETF accounts for about 2.8% of Newfound Research LLC’s portfolio, making the stock its 10th biggest holding.

Other institutional investors have also recently added to or reduced their stakes in the company. Allen Capital Group LLC boosted its position in iShares Edge MSCI Min Vol USA ETF by 4.1% during the fourth quarter. Allen Capital Group LLC now owns 387,202 shares of the company’s stock valued at $26,283,000 after buying an additional 15,294 shares during the period. Centaurus Financial Inc. grew its holdings in shares of iShares Edge MSCI Min Vol USA ETF by 59.0% during the fourth quarter. Centaurus Financial Inc. now owns 118,003 shares of the company’s stock valued at $8,010,000 after buying an additional 43,782 shares during the last quarter. AE Wealth Management LLC grew its holdings in shares of iShares Edge MSCI Min Vol USA ETF by 139.6% during the first quarter. AE Wealth Management LLC now owns 840,253 shares of the company’s stock valued at $58,137,000 after buying an additional 489,581 shares during the last quarter. Wealth CMT grew its holdings in shares of iShares Edge MSCI Min Vol USA ETF by 13.8% during the first quarter. Wealth CMT now owns 207,946 shares of the company’s stock valued at $14,388,000 after buying an additional 25,284 shares during the last quarter. Finally, Horan Securities Inc. grew its holdings in shares of iShares Edge MSCI Min Vol USA ETF by 73.4% during the fourth quarter. Horan Securities Inc. now owns 5,630 shares of the company’s stock valued at $382,000 after buying an additional 2,383 shares during the last quarter.

Shares of BATS:USMV traded up $0.44 during trading on Tuesday, reaching $72.39. 2,462,240 shares of the stock traded hands. The stock has a 50-day moving average of $70.39 and a two-hundred day moving average of $67.60. iShares Edge MSCI Min Vol USA ETF has a 52-week low of $47.44 and a 52-week high of $55.45.

Read More: How is an ETF different from a mutual fund?

Want to see what other hedge funds are holding USMV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Edge MSCI Min Vol USA ETF (BATS:USMV).

Institutional Ownership by Quarter for iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Receive News & Ratings for iShares Edge MSCI Min Vol USA ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Edge MSCI Min Vol USA ETF and related companies with MarketBeat.com's FREE daily email newsletter.