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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

510 hedge funds and large institutions have $6.86B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 189 increasing their positions, 183 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+13
Holders Change %
+2.62%
% of All Funds
10.48%
Holding in Top 10
85
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.19%
% of All Funds
1.75%
New
79
Increased
189
Reduced
183
Closed
58
Calls
$2.75M
Puts
$10.1M
Net Calls
-$7.39M
Net Calls Change
+$10.4M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$105M
2
Bank of America
Bank of America
North Carolina
+$62.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$49.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.6M
5
AWM
AE Wealth Management
Kansas
+$43.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$106M
2
Victory Capital Management
Victory Capital Management
Texas
-$81.8M
3
KeyBank National Association
KeyBank National Association
Ohio
-$70.2M
4
Morgan Stanley
Morgan Stanley
New York
-$51.4M
5
GA
Gateway Advisory
New Jersey
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
226
Millennium Management
New York
$1.72M +$1.72M +13,164 New
CIAS
227
Capital Investment Advisory Services
North Carolina
$1.71M +$238K +1,818 +16%
WIA
228
World Investment Advisors
California
$1.71M +$259K +1,828 +18%
GWM
229
Geneos Wealth Management
Colorado
$1.71M -$90.5K -710 -5%
CBFP
230
Cedar Brook Financial Partners
Ohio
$1.64M +$63.1K +482 +4%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$1.64M -$14.8K -113 -0.9%
GVAG
232
Great Valley Advisor Group
Delaware
$1.63M -$274K -2,092 -14%
FAAS
233
First Allied Advisory Services
California
$1.62M -$344K -2,623 -17%
WPIC
234
White Pine Investment Company
Michigan
$1.61M +$300K +2,292 +23%
PAM
235
Peak Asset Management
Colorado
$1.6M -$319K -2,432 -17%
Squarepoint
236
Squarepoint
New York
$1.58M +$1.58M +12,068 New
VHAM
237
Van Hulzen Asset Management
California
$1.57M -$10.1K -77 -0.6%
FAIM
238
Financial Advocates Investment Management
Washington
$1.56M -$4.27M -32,668 -73%
F
239
F3Logic
Minnesota
$1.55M -$622K -4,751 -29%
SXL
240
Summit X LLC
Missouri
$1.55M -$21.1K -161 -1%
AAS
241
Avantax Advisory Services
Texas
$1.55M -$232K -1,763 -13%
CFG
242
Cooper Financial Group
California
$1.45M +$207K +1,578 +17%
WCG
243
Weaver Consulting Group
California
$1.44M +$533K +4,071 +59%
CWM
244
CCG Wealth Management
California
$1.44M -$1.62M -12,367 -53%
MFGP
245
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.43M +$461K +3,521 +47%
BPA
246
Beacon Pointe Advisors
California
$1.43M +$1.15M +8,799 +419%
AIA
247
Avalon Investment & Advisory
Texas
$1.38M -$184K -1,408 -12%
3AM
248
3D Asset Management
Connecticut
$1.36M -$3.01K -23 -0.2%
LAS
249
Lloyd Advisory Services
Georgia
$1.34M +$1.34M +10,216 New
RWMH
250
Riverpoint Wealth Management Holdings
Illinois
$1.32M -$1.14M -8,669 -46%
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