iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Shares Acquired by ORG Wealth Partners LLC

ORG Wealth Partners LLC lifted its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 37.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,882 shares of the company’s stock after purchasing an additional 510 shares during the period. ORG Wealth Partners LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $389,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MTUM. Signaturefd LLC increased its position in shares of iShares MSCI USA Momentum Factor ETF by 1,550.0% during the third quarter. Signaturefd LLC now owns 165 shares of the company’s stock worth $33,000 after purchasing an additional 155 shares in the last quarter. Arizona PSPRS Trust raised its position in iShares MSCI USA Momentum Factor ETF by 2.0% in the third quarter. Arizona PSPRS Trust now owns 362,613 shares of the company’s stock valued at $73,523,000 after purchasing an additional 7,115 shares during the period. Benjamin F. Edwards & Company Inc. lifted its stake in iShares MSCI USA Momentum Factor ETF by 407.5% during the 2nd quarter. Benjamin F. Edwards & Company Inc. now owns 4,060 shares of the company’s stock worth $791,000 after acquiring an additional 3,260 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of iShares MSCI USA Momentum Factor ETF by 2.9% in the second quarter. Mercer Global Advisors Inc. ADV now owns 7,551,417 shares of the company’s stock valued at $1,463,815,000 after purchasing an additional 213,637 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares MSCI USA Momentum Factor ETF by 2.4% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 203,140 shares of the company’s stock valued at $39,586,000 after acquiring an additional 4,802 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Up 0.5 %

BATS:MTUM traded up $0.95 during trading hours on Friday, reaching $209.78. 943,283 shares of the company’s stock were exchanged. The company has a 50-day moving average of $211.40 and a 200 day moving average of $201.85. The firm has a market capitalization of $11.36 billion, a price-to-earnings ratio of 18.53 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a 1-year low of $81.37 and a 1-year 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.