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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

522 hedge funds and large institutions have $8.58B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 180 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+12
Holders Change %
+2.35%
% of All Funds
10.56%
Holding in Top 10
92
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.24%
% of All Funds
1.86%
New
59
Increased
212
Reduced
180
Closed
43
Calls
$3.3M
Puts
$4.17M
Net Calls
-$870K
Net Calls Change
+$6.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$283M
2
Osaic Holdings
Osaic Holdings
Arizona
+$125M
3
SOMRS
State of Michigan Retirement System
Michigan
+$95.1M
4
SEIA
Signature Estate & Investment Advisors
California
+$84.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$78.8M

Top Sellers

1
EMPI
Elo Mutual Pension Insurance
Finland
-$80.3M
2
DT
Diversified Trust
Tennessee
-$37M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$16.7M
4
AWM
AE Wealth Management
Kansas
-$14.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
WealthShield Partners
North Carolina
$2.41M +$1.53M +10,403 +175%
PFA
227
Professional Financial Advisors
Nebraska
$2.4M +$115K +815 +5%
SBIA
228
Sheaff Brock Investment Advisors
Indiana
$2.38M -$95.5K -648 -4%
HH
229
Hilltop Holdings
Texas
$2.32M +$179K +1,217 +8%
ECG
230
Edge Capital Group
Georgia
$2.27M +$1.31M +8,897 +136%
CAS
231
Cascadia Advisory Services
Oregon
$2.27M +$93.6K +635 +4%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$2.26M +$903K +6,123 +66%
LS
233
Leelyn Smith
Illinois
$2.24M +$113K +765 +5%
CFG
234
Cooper Financial Group
California
$2.23M +$598K +4,059 +37%
RFN
235
RDA Financial Network
Iowa
$2.11M +$29.9K +203 +1%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$2.04M +$1.01M +6,821 +98%
FAIM
237
Financial Advocates Investment Management
Washington
$2.02M +$270K +1,842 +15%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$1.97M -$742K -5,036 -27%
ELI
239
Empire Life Investments
Ontario, Canada
$1.97M +$1.62M +11,000 +466%
BCM
240
Brookstone Capital Management
Illinois
$1.93M +$1.35M +9,164 +231%
PAM
241
Peak Asset Management
Colorado
$1.93M +$128K +869 +7%
VHAM
242
Van Hulzen Asset Management
California
$1.88M +$106K +719 +6%
SMC
243
Smith, Moore & Co
Missouri
$1.88M -$694K -4,711 -27%
WIA
244
World Investment Advisors
California
$1.84M +$66.2K +449 +4%
MIFH
245
Migdal Insurance & Financial Holdings
Israel
$1.83M -$12.4K -84 -0.7%
MFGP
246
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.83M +$215K +1,459 +13%
GWM
247
Geneos Wealth Management
Colorado
$1.8M -$124K -859 -6%
BPA
248
Beacon Pointe Advisors
California
$1.78M +$171K +1,159 +11%
WPIC
249
White Pine Investment Company
Michigan
$1.76M -$53.2K -361 -3%
MWM
250
MinichMacGregor Wealth Management
New York
$1.75M +$556K +3,770 +46%
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