Haverford Trust Co Has $4.77 Million Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Haverford Trust Co lessened its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 14.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,039 shares of the company’s stock after selling 3,844 shares during the quarter. Haverford Trust Co’s holdings in iShares MSCI USA Momentum Factor ETF were worth $4,767,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Duncker Streett & Co. Inc. acquired a new stake in iShares MSCI USA Momentum Factor ETF during the fourth quarter valued at $25,000. Mainstream Capital Management LLC purchased a new stake in shares of iShares MSCI USA Momentum Factor ETF during the 4th quarter worth about $31,000. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1,880.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock valued at $41,000 after buying an additional 188 shares during the last quarter. AdvisorNet Financial Inc grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 51.4% in the 4th quarter. AdvisorNet Financial Inc now owns 218 shares of the company’s stock valued at $45,000 after buying an additional 74 shares in the last quarter. Finally, Realta Investment Advisors acquired a new position in iShares MSCI USA Momentum Factor ETF in the fourth quarter worth approximately $49,000.

iShares MSCI USA Momentum Factor ETF Stock Up 0.8 %

BATS MTUM opened at $210.65 on Tuesday. The stock has a market capitalization of $14.48 billion, a PE ratio of 27.42 and a beta of 0.99. iShares MSCI USA Momentum Factor ETF has a 12-month low of $168.49 and a 12-month high of $229.77. The company has a 50 day moving average price of $215.41 and a two-hundred day moving average price of $210.21.

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.