iShares MSCI USA Momentum Factor ETF $MTUM Shares Acquired by Everpar Advisors LLC

Everpar Advisors LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 34.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,188 shares of the company’s stock after purchasing an additional 2,355 shares during the period. iShares MSCI USA Momentum Factor ETF makes up about 0.9% of Everpar Advisors LLC’s portfolio, making the stock its 25th biggest holding. Everpar Advisors LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $3,150,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV increased its position in iShares MSCI USA Momentum Factor ETF by 3.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 7,824,890 shares of the company’s stock valued at $1,958,649,000 after buying an additional 229,850 shares in the last quarter. LPL Financial LLC boosted its holdings in iShares MSCI USA Momentum Factor ETF by 24.7% in the fourth quarter. LPL Financial LLC now owns 3,291,857 shares of the company’s stock worth $823,985,000 after acquiring an additional 652,414 shares in the last quarter. Raymond James Financial Inc. grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 5.0% during the fourth quarter. Raymond James Financial Inc. now owns 3,215,974 shares of the company’s stock worth $804,990,000 after acquiring an additional 152,723 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 185.9% during the fourth quarter. Corient Private Wealth LLC now owns 2,048,917 shares of the company’s stock worth $512,864,000 after acquiring an additional 1,332,181 shares during the last quarter. Finally, Assetmark Inc. increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 2.5% during the fourth quarter. Assetmark Inc. now owns 1,502,409 shares of the company’s stock valued at $376,068,000 after acquiring an additional 37,278 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Up 0.4%

MTUM opened at $309.32 on Friday. The company has a market cap of $22.58 billion, a P/E ratio of 28.67 and a beta of 1.02. The firm’s 50-day moving average price is $317.36 and its 200-day moving average price is $283.30. iShares MSCI USA Momentum Factor ETF has a 52-week low of $229.42 and a 52-week high of $345.59.

About iShares MSCI USA Momentum Factor ETF

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.