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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

512 hedge funds and large institutions have $6.58B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 155 increasing their positions, 188 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+41
Holders Change %
+8.7%
% of All Funds
10.11%
Holding in Top 10
80
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+19.4%
% of All Funds
1.58%
New
121
Increased
155
Reduced
188
Closed
71
Calls
$1.8M
Puts
$2.24M
Net Calls
-$436K
Net Calls Change
-$794K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$34.1M
3
Truist Financial
Truist Financial
North Carolina
+$32.1M
4
SS
Simplicity Solutions
Minnesota
+$17.8M
5
AIC
Ameritas Investment Company
Nebraska
+$15.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$278M
2
BlackRock
BlackRock
New York
-$148M
3
Morgan Stanley
Morgan Stanley
New York
-$63.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$61.3M
5
UBS Group
UBS Group
Switzerland
-$54.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
226
HSBC Holdings
United Kingdom
$1.77M +$1.12M +8,988 +175%
MIFH
227
Migdal Insurance & Financial Holdings
Israel
$1.75M -$46.1K -367 -3%
EP
228
Eudaimonia Partners
Tennessee
$1.71M +$1.71M +13,628 New
S
229
Surevest
California
$1.68M -$380K -3,030 -18%
SI
230
Stephens Inc
Arkansas
$1.66M -$224K -1,784 -12%
CFO
231
CVA Family Office
Colorado
$1.59M +$1.59M +12,690 New
JGC
232
J. Goldman & Co
New York
$1.59M +$738K +5,880 +87%
VHAM
233
Van Hulzen Asset Management
California
$1.56M -$102K -810 -6%
FHC
234
First Heartland Consultants
Missouri
$1.5M -$140K -1,114 -9%
TCM
235
Tuttle Capital Management
Connecticut
$1.48M +$1.48M +11,800 New
C1AG
236
Client 1st Advisory Group
Florida
$1.47M +$1.47M +11,738 New
CAS
237
Cascadia Advisory Services
Oregon
$1.47M +$1.47M +11,727 New
CBFP
238
Cedar Brook Financial Partners
Ohio
$1.45M +$267K +2,129 +23%
PS
239
Portfolio Strategies
New York
$1.45M -$17.4K -139 -1%
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$1.44M +$1.44M +11,444 New
BWP
241
Bernardo Wealth Planning
Pennsylvania
$1.41M -$2.09M -16,615 -60%
HF
242
HRT Financial
New York
$1.4M +$1.4M +11,150 New
WWM
243
Western Wealth Management
Colorado
$1.4M +$77.4K +616 +6%
Brown Advisory
244
Brown Advisory
Maryland
$1.39M +$44.1K +351 +3%
SG
245
StoneX Group
New York
$1.32M +$55K +438 +4%
SXL
246
Summit X LLC
Missouri
$1.27M -$178K -1,413 -12%
PP
247
PagnatoKarp Partners
Virginia
$1.25M -$42.9K -342 -3%
MWM
248
MBE Wealth Management
Wisconsin
$1.22M +$1.22M +9,755 New
EH
249
Equitable Holdings
New York
$1.22M +$1.22M +9,697 New
WCM
250
WealthBridge Capital Management
Ohio
$1.19M -$290K -2,309 -20%
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