MTUM icon

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 %
KWM
276
Kingsview Wealth Management
Oregon
$1.04M +$630K +4,814 +155%
WA
277
WESPAC Advisors
California
$1.03M +$1.03M +7,853 New
WIA
278
Wealthstreet Investment Advisors
Texas
$1.02M – – –
FSA
279
Financial Sense Advisors
California
$1M -$109K -830 -10%
PAI
280
Pittenger & Anderson Inc
Nebraska
$983K -$285K -2,173 -22%
VC
281
Veracity Capital
Georgia
$974K -$2.07M -15,791 -68%
IA
282
IFP Advisors
Florida
$951K -$307K -2,399 -24%
MWA
283
Meridian Wealth Advisors
Texas
$950K -$2.23K -17 -0.2%
CCMG
284
Clark Capital Management Group
Pennsylvania
$948K -$479K -3,656 -34%
SW
285
SVB Wealth
Massachusetts
$948K – – –
GT
286
Greenleaf Trust
Michigan
$917K – – –
SWM
287
SeaCrest Wealth Management
New York
$914K +$113K +859 +14%
HSBC Holdings
288
HSBC Holdings
United Kingdom
$910K +$283K +2,163 +45%
FWP
289
FAS Wealth Partners
Kansas
$909K -$196K -1,497 -18%
BIA
290
Biondo Investment Advisors
Pennsylvania
$901K +$74K +565 +9%
LFG
291
LifePlan Financial Group
Ohio
$888K +$19.1K +146 +2%
SC
292
Scotia Capital
Ontario, Canada
$885K +$427K +3,258 +93%
PWMAG
293
Pinnacle Wealth Management Advisory Group
New Jersey
$878K -$76.1K -581 -8%
CS
294
Comerica Securities
Michigan
$875K +$875K +6,680 New
MSA
295
Marino Stram & Associates
Massachusetts
$856K +$39.2K +299 +5%
BCP
296
Blackhawk Capital Partners
Wisconsin
$856K +$856K +8,042 New
ECG
297
Edge Capital Group
Georgia
$854K +$854K +6,523 New
APWA
298
Atlas Private Wealth Advisors
New Jersey
$840K +$840K +6,415 New
DAS
299
Dynamic Advisor Solutions
Arizona
$835K +$20.6K +157 +3%
Creative Planning
300
Creative Planning
Kansas
$827K +$225K +1,719 +37%
10 11
12
13 14