Private Trust Co. NA Has $811,000 Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Private Trust Co. NA grew its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 36.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,917 shares of the company’s stock after buying an additional 1,036 shares during the period. Private Trust Co. NA’s holdings in iShares MSCI USA Momentum Factor ETF were worth $811,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Gries Financial LLC lifted its position in shares of 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 purchasing an additional 48 shares during the last quarter. LongView Wealth Management lifted its position in shares of 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. MGB Wealth Management LLC lifted its position in shares of iShares MSCI USA Momentum Factor ETF by 7.7% during the 4th quarter. MGB Wealth Management LLC now owns 788 shares of the company’s stock worth $163,000 after purchasing an additional 56 shares during the last quarter. D.A. Davidson & CO. lifted its position in shares of iShares MSCI USA Momentum Factor ETF by 0.8% during the 4th quarter. D.A. Davidson & CO. now owns 7,498 shares of the company’s stock worth $1,551,000 after purchasing an additional 57 shares during the last quarter. Finally, Householder Group Estate & Retirement Specialist LLC lifted its position in shares of 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 purchasing an additional 59 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

BATS MTUM opened at $218.62 on Friday. iShares MSCI USA Momentum Factor ETF has a twelve month low of $81.37 and a twelve month high of $113.60. The stock has a market capitalization of $15.69 billion, a PE ratio of 28.87 and a beta of 0.98. The stock has a 50-day simple moving average of $217.23 and a 200 day simple moving average of $209.10.

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.