MTUM icon

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 %
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$1.19M +$1.19M +9,484 New
RG
252
Retirement Group
California
$1.19M +$1.19M +9,435 New
PAI
253
Pittenger & Anderson Inc
Nebraska
$1.18M +$62.4K +497 +6%
WA
254
Winfield Associates
Ohio
$1.18M +$11.3K +90 +1%
BUB
255
BBVA USA Bancshares
Texas
$1.18M -$8.79K -70 -0.7%
VAG
256
VisionPoint Advisory Group
Texas
$1.16M -$22.5K -179 -2%
CCA
257
Clearwater Capital Advisors
Illinois
$1.16M -$1.68M -13,414 -59%
BCA
258
Bay Colony Advisors
Massachusetts
$1.14M +$24.5K +185 +2%
CRCM
259
Corbett Road Capital Management
Virginia
$1.14M +$1.14M +9,094 New
FTUS
260
Flow Traders U.S.
New York
$1.12M +$1.12M +8,914 New
PWA
261
Physician Wealth Advisors
Utah
$1.11M -$4.64K -36 -0.4%
FWP
262
FAS Wealth Partners
Kansas
$1.1M -$11.4K -91 -1%
HCA
263
Heck Capital Advisors
Wisconsin
$1.09M -$4.52K -36 -0.4%
RF
264
RHS Financial
California
$1.07M – – –
FHA
265
First Horizon Advisors
Tennessee
$1.07M -$3.1M -24,721 -74%
SWM
266
Sugarloaf Wealth Management
Georgia
$1.06M +$1.06M +8,453 New
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$1.05M +$1.05M +8,379 New
WIA
268
Wealthstreet Investment Advisors
Texas
$1.05M – – –
AF
269
Advisornet Financial
Minnesota
$1.05M -$739K -5,880 -41%
ONB
270
Old National Bancorp
Indiana
$1.04M – – –
PA
271
Pinnacle Associates
New York
$1.04M +$34.2K +272 +3%
PMG
272
ProVise Management Group
Florida
$1.04M +$46.7K +372 +5%
MAFM
273
Mid Atlantic Financial Management
Pennsylvania
$1.03M -$8.89M -70,839 -90%
VFM
274
Vivid Financial Management
California
$1.03M +$1.03M +7,696 New
WIA
275
World Investment Advisors
California
$1.01M +$33.9K +270 +3%
9 10
11
12 13