iShares MSCI USA Momentum Factor ETF $MTUM Shares Purchased by Capital Analysts LLC

Capital Analysts LLC boosted its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 53.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,048 shares of the company’s stock after purchasing an additional 6,972 shares during the period. Capital Analysts LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $5,018,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Caliber Wealth Management LLC KS increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 0.4% in the fourth quarter. Caliber Wealth Management LLC KS now owns 9,680 shares of the company’s stock valued at $2,423,000 after buying an additional 39 shares in the last quarter. Traction Financial Partners LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 3.4% in the fourth quarter. Traction Financial Partners LLC now owns 1,206 shares of the company’s stock valued at $302,000 after buying an additional 40 shares in the last quarter. Lunt Capital Management Inc. increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 3.0% in the fourth quarter. Lunt Capital Management Inc. now owns 1,500 shares of the company’s stock valued at $375,000 after buying an additional 43 shares in the last quarter. Venturi Wealth Management LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1.2% in the fourth quarter. Venturi Wealth Management LLC now owns 3,942 shares of the company’s stock valued at $987,000 after buying an additional 45 shares in the last quarter. Finally, Mutual Advisors LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 0.8% in the fourth quarter. Mutual Advisors LLC now owns 5,728 shares of the company’s stock valued at $1,434,000 after buying an additional 45 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

BATS MTUM opened at $311.63 on Wednesday. The stock has a market capitalization of $22.75 billion, a P/E ratio of 28.67 and a beta of 1.02. iShares MSCI USA Momentum Factor ETF has a 1 year low of $229.29 and a 1 year high of $331.49. The business’s fifty day moving average is $286.61 and its two-hundred day moving average is $263.66.

iShares MSCI USA Momentum Factor ETF Company Profile

The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years. MTUM was launched on Apr 16, 2013 and is managed by BlackRock.