Realta Investment Advisors Takes $49,000 Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Realta Investment Advisors purchased a new position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 233 shares of the company’s stock, valued at approximately $49,000.

Several other institutional investors have also made changes to their positions in MTUM. Assetmark Inc. lifted its position in iShares MSCI USA Momentum Factor ETF by 4.5% in the 3rd quarter. Assetmark Inc. now owns 1,692,983 shares of the company’s stock worth $343,269,000 after buying an additional 72,891 shares in the last quarter. Cerity Partners LLC increased its stake in shares of iShares MSCI USA Momentum Factor ETF by 2.5% in the third quarter. Cerity Partners LLC now owns 1,073,907 shares of the company’s stock worth $217,745,000 after acquiring an additional 26,235 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of iShares MSCI USA Momentum Factor ETF by 3.7% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 995,986 shares of the company’s stock worth $206,089,000 after acquiring an additional 35,468 shares in the last quarter. FMR LLC boosted its position in iShares MSCI USA Momentum Factor ETF by 12.2% during the third quarter. FMR LLC now owns 674,367 shares of the company’s stock valued at $136,735,000 after purchasing an additional 73,442 shares during the last quarter. Finally, LPL Financial LLC grew its stake in iShares MSCI USA Momentum Factor ETF by 2.0% in the third quarter. LPL Financial LLC now owns 619,786 shares of the company’s stock valued at $125,668,000 after purchasing an additional 11,968 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

MTUM opened at $224.81 on Friday. The company has a market capitalization of $12.17 billion, a PE ratio of 18.53 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a fifty-two week low of $81.37 and a fifty-two week high of $113.60. The business has a 50-day moving average of $213.96 and a 200-day moving average of $204.69.

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.