WBH Advisory Inc. Buys 5,085 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

WBH Advisory Inc. grew its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 325.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,647 shares of the company’s stock after purchasing an additional 5,085 shares during the period. WBH Advisory Inc.’s holdings in iShares MSCI USA Momentum Factor ETF were worth $1,375,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Assetmark Inc. grew its stake in shares of 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 valued at $343,269,000 after purchasing an additional 72,891 shares during the period. Blue Trust Inc. grew its position in iShares MSCI USA Momentum Factor ETF by 7.2% during the 4th quarter. Blue Trust Inc. now owns 1,225,308 shares of the company’s stock worth $253,541,000 after acquiring an additional 81,918 shares during the last quarter. Cerity Partners LLC grew its position in iShares MSCI USA Momentum Factor ETF by 2.5% during the 3rd 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 grew its position in iShares MSCI USA Momentum Factor ETF by 3.7% during the 4th 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 during the last quarter. Finally, FMR LLC grew its position in iShares MSCI USA Momentum Factor ETF by 12.2% during the 3rd quarter. FMR LLC now owns 674,367 shares of the company’s stock worth $136,735,000 after acquiring an additional 73,442 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

BATS MTUM opened at $228.40 on Monday. The firm has a market cap of $12.37 billion, a PE ratio of 18.53 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one year high of $113.60. The stock’s 50 day simple moving average is $215.19 and its 200 day simple moving average is $206.49.

iShares MSCI USA Momentum Factor ETF 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.