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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 %
PAA
251
Peregrine Asset Advisers
Oregon
$1.31M -$11.5K -88 -0.9%
TFA
252
Teamwork Financial Advisors
Texas
$1.3M +$348K +2,658 +36%
RCS
253
Retirement Capital Strategies
California
$1.29M -$4.75M -36,218 -79%
Invesco
254
Invesco
Georgia
$1.28M -$396K -3,020 -24%
CA
255
Continuum Advisory
Idaho
$1.26M +$659K +4,960 +110%
RG
256
Retirement Group
California
$1.26M +$1.26M +9,602 New
NA
257
NewEdge Advisors
Louisiana
$1.25M +$884K +6,750 +239%
BFM
258
Boothbay Fund Management
New York
$1.25M +$1.25M +9,545 New
IWM
259
IHT Wealth Management
Illinois
$1.25M -$1.67M -12,740 -57%
HCA
260
Heck Capital Advisors
Wisconsin
$1.24M +$263K +2,009 +27%
BCA
261
Bay Colony Advisors
Massachusetts
$1.22M +$57.2K +437 +5%
BFA
262
Beaumont Financial Advisors
Massachusetts
$1.21M +$1.21M +9,236 New
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$1.21M +$1.21M +9,216 New
CWA
264
Clarus Wealth Advisors
Arizona
$1.18M -$68.7K -499 -6%
TFS
265
Thoroughbred Financial Services
Tennessee
$1.17M -$63.9K -488 -5%
PMG
266
ProVise Management Group
Florida
$1.16M +$655 +5 +0.1%
WCM
267
WealthBridge Capital Management
Ohio
$1.15M +$524 +4 +0%
BUB
268
BBVA USA Bancshares
Texas
$1.13M +$1.44K +11 +0.1%
PWA
269
Physician Wealth Advisors
Utah
$1.12M +$46.2K +328 +4%
JWBC
270
John W. Brooker & Co
California
$1.08M +$151K +1,154 +16%
PA
271
Pinnacle Associates
New York
$1.07M -$108K -828 -9%
MWM
272
MinichMacGregor Wealth Management
New York
$1.06M +$1.06M +8,119 New
Chevy Chase Trust
273
Chevy Chase Trust
Maryland
$1.06M – – –
SAG
274
Spotlight Asset Group
Illinois
$1.04M -$121K -920 -10%
NFG
275
NewFocus Financial Group
Washington
$1.04M – – –
9 10
11
12 13