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iShares MSCI USA Momentum Factor ETF
MTUM

642 hedge funds and large institutions have $9.41B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 230 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 33

28% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 179

23% more funds holding

Funds holding: 524 → 642 (+118)

15% more funds holding in top 10

Funds holding in top 10: 92 → 106 (+14)

10% more capital invested

Capital invested by funds: $8.58B → $9.41B (+$820M)

0.37% more ownership

Funds ownership: 70.46% → 70.83% (+0.37%)

57% less call options, than puts

Call options by funds: $9.51M | Put options by funds: $22.1M

Holders
642
Holders Change
+118
Holders Change %
+22.52%
% of All Funds
11.36%
Holding in Top 10
106
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.22%
% of All Funds
1.88%
New
157
Increased
230
Reduced
179
Closed
33
Calls
$9.51M
Puts
$22.1M
Net Calls
-$12.6M
Net Calls Change
-$11.7M

Top Buyers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
+$86.5M
2
TEE
Tibra Equities Europe
United Kingdom
+$86.5M
3
PSUF
People's United Financial
Connecticut
+$51.6M
4
PPFA
Provida Pension Fund Administrator
Chile
+$28.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.3M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$236M
2
Osaic Holdings
Osaic Holdings
Arizona
-$132M
3
HI
Horizon Investments
North Carolina
-$114M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$97.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
251
FourThought Financial
Florida
$3.23M +$3.07M +20,031 New
LWM
252
Lionsbridge Wealth Management
Florida
$3.21M -$172K -1,122 -5%
KPWS
253
Kestra Private Wealth Services
Texas
$3.09M +$270K +1,762 +10%
BB
254
Busey Bank
Illinois
$3.04M -$372K -2,430 -11%
WWM
255
Western Wealth Management
Colorado
$2.95M +$261K +1,706 +10%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$2.94M +$187K +1,222 +7%
FSA
257
Financial Sense Advisors
California
$2.88M +$1.52M +9,894 +124%
ELI
258
Empire Life Investments
Ontario, Canada
$2.88M +$690K +4,500 +34%
PFA
259
Professional Financial Advisors
Nebraska
$2.87M +$128K +836 +5%
CCMG
260
Clark Capital Management Group
Pennsylvania
$2.87M -$80.3M -523,940 -97%
SBIA
261
Sheaff Brock Investment Advisors
Indiana
$2.82M +$204K +1,330 +8%
BFG
262
Berger Financial Group
Minnesota
$2.82M +$2.68M +17,495 New
M&T Bank
263
M&T Bank
New York
$2.79M +$5.82K +38 +0.2%
Brown Advisory
264
Brown Advisory
Maryland
$2.78M +$65.1K +425 +3%
PA
265
PFG Advisors
Arizona
$2.75M +$126K +822 +5%
LS
266
Leelyn Smith
Illinois
$2.74M +$273K +1,782 +12%
SEP
267
Southland Equity Partners
Missouri
$2.74M +$2.6M +16,980 New
MA
268
Mutual Advisors
Nebraska
$2.73M -$230K -1,504 -8%
OCM
269
Orion Capital Management
California
$2.72M +$2.58M +16,845 New
CA
270
CGN Advisors
Kansas
$2.71M +$2.58M +16,807 New
BCM
271
Brookstone Capital Management
Illinois
$2.68M +$531K +3,465 +26%
VHAM
272
Van Hulzen Asset Management
California
$2.6M +$524K +3,423 +27%
HH
273
Hilltop Holdings
Texas
$2.6M +$56.7K +370 +2%
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$2.58M +$551K +3,597 +29%
BAM
275
Belpointe Asset Management
Nevada
$2.57M +$1.79M +11,655 +271%
9 10
11
12 13

MTUM Hedge Fund Activity: Q4 2020 in Review

642 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2020, worth a combined $9.41B — up 9.6% from $8.58B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new MTUM positions and 33 closed out — a net gain of 124 holders — while 230 added to existing stakes and 179 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $86.5M. The largest seller was Envestnet Asset Management, cutting an estimated $236M.

  • 642 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2020, up from 524 in Q3 2020.
  • Funds reported $9.41B of iShares MSCI USA Momentum Factor ETF stock for Q4 2020, up 9.6% quarter-over-quarter.
  • 157 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2020 and 33 closed out, a net change of +124 holders.
  • The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2020 was SG Americas Securities, an estimated $86.5M added.
  • The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $236M sold.

Based on aggregated 13F filings for Q4 2020.