Sharkey Howes & Javer Has $12.48 Million Stock Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Sharkey Howes & Javer boosted its position in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 3.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 202,112 shares of the company’s stock after buying an additional 6,028 shares during the quarter. iShares Edge MSCI Min Vol USA ETF makes up about 5.7% of Sharkey Howes & Javer’s investment portfolio, making the stock its 5th biggest holding. Sharkey Howes & Javer’s holdings in iShares Edge MSCI Min Vol USA ETF were worth $12,476,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in USMV. Lenox Wealth Management Inc. increased its holdings in iShares Edge MSCI Min Vol USA ETF by 1,312.9% in the first quarter. Lenox Wealth Management Inc. now owns 438 shares of the company’s stock valued at $26,000 after buying an additional 407 shares during the last quarter. Dakota Wealth Management increased its holdings in iShares Edge MSCI Min Vol USA ETF by 775.5% in the first quarter. Dakota Wealth Management now owns 44,797 shares of the company’s stock valued at $27,000 after buying an additional 39,680 shares during the last quarter. Centaurus Financial Inc. increased its holdings in iShares Edge MSCI Min Vol USA ETF by 101.2% in the first quarter. Centaurus Financial Inc. now owns 1,811 shares of the company’s stock valued at $31,000 after buying an additional 911 shares during the last quarter. Delphi Private Advisors LLC bought a new stake in iShares Edge MSCI Min Vol USA ETF in the second quarter valued at about $43,000. Finally, Cullen Frost Bankers Inc. bought a new stake in iShares Edge MSCI Min Vol USA ETF in the first quarter valued at about $68,000.

iShares Edge MSCI Min Vol USA ETF stock traded down $1.11 during midday trading on Monday, hitting $61.48. The stock had a trading volume of 2,280,398 shares. The business’s fifty day moving average is $62.67. iShares Edge MSCI Min Vol USA ETF has a 12 month low of $47.44 and a 12 month high of $55.45.

Featured Article: What is a good rate of return for 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.