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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 %
JWBC
276
John W. Brooker & Co
California
$1.17M -$43.5K -295 -4%
UWPG
277
Ullmann Wealth Partners Group
Florida
$1.15M +$681K +4,618 +144%
WIA
278
Wealthstreet Investment Advisors
Texas
$1.15M – – –
WCM
279
WealthBridge Capital Management
Ohio
$1.14M -$147K -999 -11%
PWA
280
Physician Wealth Advisors
Utah
$1.13M +$142 +1 +0%
TFS
281
Thoroughbred Financial Services
Tennessee
$1.13M -$185K -1,253 -14%
BUB
282
BBVA USA Bancshares
Texas
$1.13M – – –
Chevy Chase Trust
283
Chevy Chase Trust
Maryland
$1.11M -$81.8K -555 -7%
SW
284
SVB Wealth
Massachusetts
$1.09M +$26.7K +181 +3%
SAG
285
Spotlight Asset Group
Illinois
$1.09M -$78.3K -531 -7%
BIA
286
Biondo Investment Advisors
Pennsylvania
$1.07M +$59.4K +403 +6%
GT
287
Greenleaf Trust
Michigan
$1.03M – – –
PWMAG
288
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$26.5K +180 +3%
3AM
289
3D Asset Management
Connecticut
$1M -$529K -3,588 -35%
KWM
290
Kingsview Wealth Management
Oregon
$1M -$164K -1,110 -14%
LFG
291
LifePlan Financial Group
Ohio
$969K -$30.8K -209 -3%
GI
292
Glovista Investments
New Jersey
$967K +$967K +6,562 New
CS
293
Comerica Securities
Michigan
$964K -$20.2K -137 -2%
MSA
294
Marino Stram & Associates
Massachusetts
$954K -$8.4K -57 -0.9%
APWA
295
Atlas Private Wealth Advisors
New Jersey
$944K -$1.18K -8 -0.1%
VWM
296
Valley Wealth Managers
New Jersey
$931K +$182K +1,234 +24%
FWIA
297
Fort Washington Investment Advisors
Ohio
$925K – – –
SCA
298
Snowden Capital Advisors
New York
$885K -$27.3K -185 -3%
FWP
299
FAS Wealth Partners
Kansas
$878K -$145K -983 -14%
FHC
300
First Heartland Consultants
Missouri
$877K -$32.9K -223 -4%
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