iShares MSCI USA Momentum Factor ETF (BATS:MTUM) is Consolidated Planning Corp’s 10th Largest Position

Consolidated Planning Corp lifted its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 5.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,354 shares of the company’s stock after purchasing an additional 3,613 shares during the period. iShares MSCI USA Momentum Factor ETF accounts for approximately 2.1% of Consolidated Planning Corp’s holdings, making the stock its 10th largest position. Consolidated Planning Corp owned about 0.13% of iShares MSCI USA Momentum Factor ETF worth $13,859,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the stock. Mercer Global Advisors Inc. ADV lifted its holdings in iShares MSCI USA Momentum Factor ETF by 2.9% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 7,551,417 shares of the company’s stock worth $1,463,815,000 after purchasing an additional 213,637 shares in the last quarter. Symmetry Partners LLC lifted its stake in iShares MSCI USA Momentum Factor ETF by 62.7% in the second quarter. Symmetry Partners LLC now owns 541,276 shares of the company’s stock worth $105,479,000 after purchasing an additional 208,691 shares during the last quarter. Raymond James Financial Services Advisors Inc. boosted its holdings in iShares MSCI USA Momentum Factor ETF by 6.0% during the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 390,151 shares of the company’s stock valued at $76,029,000 after acquiring an additional 22,091 shares during the period. Arizona PSPRS Trust bought a new position in shares of iShares MSCI USA Momentum Factor ETF in the second quarter worth about $69,276,000. Finally, Apella Capital LLC boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF by 2.0% in the third quarter. Apella Capital LLC now owns 325,084 shares of the company’s stock valued at $65,738,000 after purchasing an additional 6,394 shares during the period.

iShares MSCI USA Momentum Factor ETF Trading Up 0.5 %

Shares of iShares MSCI USA Momentum Factor ETF stock opened at $210.46 on Friday. The firm has a market cap of $11.40 billion, a P/E ratio of 18.53 and a beta of 1.10. The stock’s fifty day moving average price is $201.78 and its 200-day moving average price is $194.02. iShares MSCI USA Momentum Factor ETF has a 12 month low of $81.37 and a 12 month high of $113.60.

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.