iShares MSCI USA Momentum Factor ETF $MTUM Shares Acquired by Westwind Capital

Westwind Capital lifted its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 30.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,858 shares of the company’s stock after buying an additional 2,800 shares during the period. iShares MSCI USA Momentum Factor ETF makes up 0.6% of Westwind Capital’s holdings, making the stock its 29th biggest position. Westwind Capital’s holdings in iShares MSCI USA Momentum Factor ETF were worth $2,968,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Triumph Capital Management purchased a new position in iShares MSCI USA Momentum Factor ETF in the 3rd quarter worth approximately $25,000. Dagco Inc. purchased a new stake in shares of iShares MSCI USA Momentum Factor ETF in the fourth quarter valued at approximately $25,000. TFC Financial Management Inc. acquired a new stake in shares of iShares MSCI USA Momentum Factor ETF in the third quarter valued at approximately $28,000. United Financial Planning Group LLC acquired a new stake in shares of iShares MSCI USA Momentum Factor ETF in the third quarter valued at approximately $28,000. Finally, Howe & Rusling Inc. lifted its position in iShares MSCI USA Momentum Factor ETF by 425.0% during the third quarter. Howe & Rusling Inc. now owns 126 shares of the company’s stock worth $32,000 after buying an additional 102 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

BATS MTUM opened at $244.52 on Tuesday. The stock’s fifty day moving average is $252.16 and its two-hundred day moving average is $252.00. The firm has a market capitalization of $17.85 billion, a P/E ratio of 28.67 and a beta of 1.02. iShares MSCI USA Momentum Factor ETF has a fifty-two week low of $171.51 and a fifty-two week high of $262.10.

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. MTUM was launched on Apr 16, 2013 and is managed by BlackRock.