iShares MSCI USA Momentum Factor ETF $MTUM Stock Holdings Boosted by Kathmere Capital Management LLC

Kathmere Capital Management LLC grew its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 3.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 175,897 shares of the company’s stock after purchasing an additional 5,057 shares during the period. iShares MSCI USA Momentum Factor ETF comprises about 3.0% of Kathmere Capital Management LLC’s portfolio, making the stock its 5th largest position. Kathmere Capital Management LLC owned about 0.24% of iShares MSCI USA Momentum Factor ETF worth $44,029,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Successful Portfolios LLC boosted its holdings in iShares MSCI USA Momentum Factor ETF by 2.9% during the third quarter. Successful Portfolios LLC now owns 1,412 shares of the company’s stock worth $362,000 after purchasing an additional 40 shares during the last quarter. Centurion Wealth Management LLC increased its stake in iShares MSCI USA Momentum Factor ETF by 0.7% in the 3rd quarter. Centurion Wealth Management LLC now owns 5,764 shares of the company’s stock valued at $1,478,000 after buying an additional 42 shares during the last quarter. Silverlake Wealth Management LLC increased its stake in iShares MSCI USA Momentum Factor ETF by 1.1% in the 2nd quarter. Silverlake Wealth Management LLC now owns 3,917 shares of the company’s stock valued at $941,000 after buying an additional 43 shares during the last quarter. Armstrong Advisory Group Inc. lifted its position in shares of iShares MSCI USA Momentum Factor ETF by 1.1% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 3,961 shares of the company’s stock worth $1,016,000 after buying an additional 43 shares in the last quarter. Finally, LifeSteps Financial Inc. lifted its position in shares of iShares MSCI USA Momentum Factor ETF by 2.3% during the 3rd quarter. LifeSteps Financial Inc. now owns 1,920 shares of the company’s stock worth $492,000 after buying an additional 44 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Down 3.6%

Shares of BATS MTUM opened at $238.21 on Friday. The company has a market capitalization of $17.39 billion, a PE ratio of 28.67 and a beta of 1.02. The stock’s 50 day moving average price is $251.35 and its 200-day moving average price is $251.88. iShares MSCI USA Momentum Factor ETF has a twelve month low of $171.51 and a twelve month high of $262.10.

About iShares MSCI USA Momentum Factor ETF

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.