Capital Analysts LLC Has $5.02 Million Position in iShares MSCI USA Momentum Factor ETF $MTUM

Capital Analysts LLC raised its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 53.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,048 shares of the company’s stock after purchasing an additional 6,972 shares during the quarter. Capital Analysts LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $5,018,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Focus Partners Advisor Solutions LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 55.7% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 9,553 shares of the company’s stock valued at $2,391,000 after acquiring an additional 3,416 shares in the last quarter. Advocacy Wealth Management LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 102.4% during the 4th quarter. Advocacy Wealth Management LLC now owns 188,869 shares of the company’s stock valued at $47,276,000 after acquiring an additional 95,544 shares in the last quarter. Commonwealth Retirement Investments LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 80.8% during the 4th quarter. Commonwealth Retirement Investments LLC now owns 6,238 shares of the company’s stock valued at $1,561,000 after acquiring an additional 2,787 shares in the last quarter. TIAA Trust National Association grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 5.6% during the 4th quarter. TIAA Trust National Association now owns 2,701 shares of the company’s stock valued at $676,000 after acquiring an additional 144 shares in the last quarter. Finally, Cerity Partners LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 0.4% during the 4th quarter. Cerity Partners LLC now owns 1,156,354 shares of the company’s stock valued at $289,447,000 after acquiring an additional 4,402 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Down 1.1%

iShares MSCI USA Momentum Factor ETF stock opened at $311.63 on Wednesday. The company’s fifty day simple moving average is $286.61 and its 200-day simple moving average is $263.66. iShares MSCI USA Momentum Factor ETF has a 12 month low of $229.29 and a 12 month high of $331.49. The stock has a market cap of $22.75 billion, a P/E ratio of 28.67 and a beta of 1.02.

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.