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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 %
SAG
276
Spotlight Asset Group
Illinois
$1.01M +$1.01M +9,051 New
NFG
277
NewFocus Financial Group
Washington
$998K – – –
TFS
278
Thoroughbred Financial Services
Tennessee
$993K -$9.04K -72 -0.9%
TC
279
TownSquare Capital
Utah
$968K +$28.6K +228 +3%
MSA
280
Marino Stram & Associates
Massachusetts
$915K -$38.4K -306 -4%
SW
281
SVB Wealth
Massachusetts
$909K – – –
OMC
282
Old Mission Capital
Illinois
$904K +$904K +7,197 New
CWA
283
Clarus Wealth Advisors
Arizona
$894K -$96K -752 -10%
WPIC
284
White Pine Investment Company
Michigan
$890K +$564K +4,492 +173%
CS
285
Credit Suisse
Switzerland
$890K +$890K +7,090 New
WCG
286
Weaver Consulting Group
California
$882K -$177K -1,487 -17%
PWMAG
287
Pinnacle Wealth Management Advisory Group
New Jersey
$880K -$1.88K -15 -0.2%
SCA
288
Snowden Capital Advisors
New York
$874K -$1.72M -13,716 -66%
CG
289
Cutler Group
California
$865K +$865K +6,891 New
TFA
290
Teamwork Financial Advisors
Texas
$831K +$831K +6,620 New
CC
291
Copperleaf Capital
North Carolina
$829K +$829K +6,602 New
EWA
292
Exencial Wealth Advisors
Oklahoma
$827K +$581K +4,628 +236%
LFG
293
LifePlan Financial Group
Ohio
$808K -$1.49M -11,853 -65%
BFM
294
Boothbay Fund Management
New York
$799K +$799K +6,362 New
BIA
295
Biondo Investment Advisors
Pennsylvania
$794K +$28.3K +225 +4%
BAM
296
Belpointe Asset Management
Nevada
$788K -$879 -7 -0.1%
CIA
297
Compass Ion Advisors
Pennsylvania
$778K +$778K +6,198 New
DAS
298
Dynamic Advisor Solutions
Arizona
$769K +$107K +852 +16%
Creative Planning
299
Creative Planning
Kansas
$763K +$114K +908 +18%
JWBC
300
John W. Brooker & Co
California
$756K +$756K +6,017 New
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12
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