Great Oak Capital Partners LLC Has $2.01 Million Stock Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Great Oak Capital Partners LLC decreased its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 24.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,731 shares of the company’s stock after selling 3,156 shares during the quarter. iShares MSCI USA Momentum Factor ETF accounts for approximately 0.7% of Great Oak Capital Partners LLC’s investment portfolio, making the stock its 16th largest position. Great Oak Capital Partners LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $2,013,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Park Avenue Securities LLC raised its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1,055.4% during the 4th quarter. Park Avenue Securities LLC now owns 507,294 shares of the company’s stock worth $104,969,000 after buying an additional 463,387 shares in the last quarter. Citigroup Inc. raised its stake in iShares MSCI USA Momentum Factor ETF by 1,266.9% during the third quarter. Citigroup Inc. now owns 253,036 shares of the company’s stock worth $51,305,000 after acquiring an additional 234,524 shares in the last quarter. Sanctuary Advisors LLC boosted its stake in shares of iShares MSCI USA Momentum Factor ETF by 455.1% in the 3rd quarter. Sanctuary Advisors LLC now owns 157,981 shares of the company’s stock valued at $33,952,000 after purchasing an additional 129,521 shares in the last quarter. FMR LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 12.2% during the 3rd quarter. FMR LLC now owns 674,367 shares of the company’s stock valued at $136,735,000 after purchasing an additional 73,442 shares during the last quarter. Finally, Assetmark Inc. grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 4.5% during the 3rd quarter. Assetmark Inc. now owns 1,692,983 shares of the company’s stock valued at $343,269,000 after purchasing an additional 72,891 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Price Performance

Shares of BATS:MTUM opened at $214.48 on Friday. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one year high of $113.60. The company has a market cap of $11.61 billion, a price-to-earnings ratio of 18.53 and a beta of 1.10. The firm has a 50 day simple moving average of $211.78 and a 200 day simple moving average of $202.37.

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.