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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 %
LAS
251
Lloyd Advisory Services
Georgia
$1.74M +$232K +1,574 +15%
WCG
252
Weaver Consulting Group
California
$1.66M +$40.4K +274 +2%
FS
253
Ferguson Shapiro
Georgia
$1.65M +$1.65M +11,217 New
AIA
254
Avalon Investment & Advisory
Texas
$1.64M +$82K +556 +5%
SWA
255
SFMG Wealth Advisors
Texas
$1.63M +$1.63M +11,060 New
CWM
256
CCG Wealth Management
California
$1.62M – – –
GVAG
257
Great Valley Advisor Group
Delaware
$1.51M -$328K -2,226 -18%
ACP
258
Aveo Capital Partners
Colorado
$1.48M +$1.48M +10,063 New
BCP
259
Blackhawk Capital Partners
Wisconsin
$1.48M +$428K +3,264 +41%
RWMH
260
Riverpoint Wealth Management Holdings
Illinois
$1.47M -$14.6K -99 -1%
OIA
261
OneDigital Investment Advisors
Kansas
$1.47M -$547K -3,712 -27%
RG
262
Retirement Group
California
$1.46M +$47K +319 +3%
PAA
263
Peregrine Asset Advisers
Oregon
$1.43M -$48.7K -330 -3%
DAS
264
Dynamic Advisor Solutions
Arizona
$1.4M +$463K +3,142 +49%
BCA
265
Bay Colony Advisors
Massachusetts
$1.39M +$14.7K +100 +1%
CIAS
266
Capital Investment Advisory Services
North Carolina
$1.35M -$580K -3,933 -30%
AWA
267
Arete Wealth Advisors
Illinois
$1.33M +$660K +4,528 +98%
RCS
268
Retirement Capital Strategies
California
$1.33M -$60.6K -429 -4%
DWM
269
Darwin Wealth Management
Florida
$1.29M -$2.27M -15,426 -64%
PA
270
Pinnacle Associates
New York
$1.25M +$55K +373 +5%
CAM
271
Concorde Asset Management
Michigan
$1.22M +$381K +2,585 +45%
SC
272
Scotia Capital
Ontario, Canada
$1.19M +$194K +1,317 +19%
IWM
273
IHT Wealth Management
Illinois
$1.19M -$216K -1,464 -15%
FSA
274
Financial Sense Advisors
California
$1.18M +$52.8K +358 +5%
PP
275
Prudential plc
United Kingdom
$1.18M +$398K +2,700 +51%
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