Chicago Partners Investment Group LLC Sells 932 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Chicago Partners Investment Group LLC decreased its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 2.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 42,360 shares of the company’s stock after selling 932 shares during the quarter. Chicago Partners Investment Group LLC owned approximately 0.08% of iShares MSCI USA Momentum Factor ETF worth $8,886,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Gries Financial LLC lifted its position in iShares MSCI USA Momentum Factor ETF by 1.6% during the 4th quarter. Gries Financial LLC now owns 3,066 shares of the company’s stock worth $634,000 after buying an additional 48 shares in the last quarter. LongView Wealth Management raised its holdings in iShares MSCI USA Momentum Factor ETF by 2.0% during the 4th quarter. LongView Wealth Management now owns 2,729 shares of the company’s stock worth $565,000 after purchasing an additional 54 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC grew its holdings in iShares MSCI USA Momentum Factor ETF by 5.8% during the 4th quarter. Householder Group Estate & Retirement Specialist LLC now owns 1,084 shares of the company’s stock worth $224,000 after acquiring an additional 59 shares during the period. MinichMacGregor Wealth Management LLC grew its holdings in iShares MSCI USA Momentum Factor ETF by 3.9% during the third quarter. MinichMacGregor Wealth Management LLC now owns 1,676 shares of the company’s stock valued at $340,000 after purchasing an additional 63 shares during the period. Finally, GDS Wealth Management boosted its position in shares of iShares MSCI USA Momentum Factor ETF by 3.2% during the third quarter. GDS Wealth Management now owns 2,099 shares of the company’s stock worth $426,000 after purchasing an additional 65 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

BATS:MTUM opened at $219.20 on Friday. The stock has a market capitalization of $11.87 billion, a PE ratio of 18.53 and a beta of 1.10. The business’s 50-day simple moving average is $213.31 and its 200-day simple moving average is $203.79. iShares MSCI USA Momentum Factor ETF has a fifty-two week low of $81.37 and a fifty-two week high of $113.60.

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.