iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Stake Lessened by Cavalier Investments LLC

Cavalier Investments LLC reduced its position in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 6.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 186,125 shares of the company’s stock after selling 12,712 shares during the quarter. iShares Edge MSCI Min Vol USA ETF accounts for approximately 5.3% of Cavalier Investments LLC’s investment portfolio, making the stock its 2nd biggest holding. Cavalier Investments LLC’s holdings in iShares Edge MSCI Min Vol USA ETF were worth $12,210,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of USMV. Novare Capital Management LLC lifted its stake in iShares Edge MSCI Min Vol USA ETF by 1.9% in the 4th quarter. Novare Capital Management LLC now owns 357,853 shares of the company’s stock valued at $23,475,000 after buying an additional 6,826 shares in the last quarter. Steel Peak Wealth Management LLC acquired a new stake in iShares Edge MSCI Min Vol USA ETF in the 4th quarter valued at about $13,034,000. Gerber Kawasaki Wealth & Investment Management raised its holdings in iShares Edge MSCI Min Vol USA ETF by 6.4% in the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 412,541 shares of the company’s stock valued at $27,063,000 after acquiring an additional 24,659 shares during the last quarter. Pinnacle Financial Partners Inc. raised its holdings in iShares Edge MSCI Min Vol USA ETF by 45.8% in the 4th quarter. Pinnacle Financial Partners Inc. now owns 112,311 shares of the company’s stock valued at $7,367,000 after acquiring an additional 35,259 shares during the last quarter. Finally, Cedar Brook Financial Partners LLC raised its holdings in iShares Edge MSCI Min Vol USA ETF by 4.1% in the 4th quarter. Cedar Brook Financial Partners LLC now owns 73,111 shares of the company’s stock valued at $4,796,000 after acquiring an additional 2,873 shares during the last quarter.

USMV stock opened at $69.34 on Friday. iShares Edge MSCI Min Vol USA ETF has a 12 month low of $47.44 and a 12 month high of $55.45. The firm has a 50-day moving average of $67.05 and a two-hundred day moving average of $64.68.

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

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