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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 %
IA
301
IFP Advisors
Florida
$745K -$1.52M -12,056 -67%
KA
302
Kovack Advisors
Florida
$745K -$72.8K -580 -9%
SBSB
303
Sullivan, Bruyette, Speros & Blaney
Virginia
$743K -$178K -1,417 -19%
MFW
304
Mosaic Family Wealth
Missouri
$742K -$62.3K -496 -8%
RA
305
Rational Advisors
New York
$741K +$741K +5,900 New
TI
306
Trexquant Investment
Connecticut
$740K +$50.1K +399 +7%
SWM
307
SeaCrest Wealth Management
New York
$733K -$30.6K -244 -4%
WF
308
Welch & Forbes
Massachusetts
$731K – – –
VWA
309
V Wealth Advisors
Kansas
$729K – – –
Franklin Resources
310
Franklin Resources
California
$728K +$257K +2,045 +55%
9WM
311
9258 Wealth Management
Ohio
$727K +$727K +5,790 New
IWP
312
IAG Wealth Partners
Wisconsin
$703K +$703K +5,597 New
AIA
313
Avalon Investment & Advisory
Texas
$691K +$309K +2,464 +81%
PCM
314
Parsons Capital Management
Rhode Island
$678K -$3.77K -30 -0.6%
NA
315
NewEdge Advisors
Louisiana
$670K -$4.02M -32,077 -86%
OPCM
316
Osborne Partners Capital Management
California
$632K -$32K -255 -5%
SWAG
317
Spectrum Wealth Advisory Group
California
$626K -$4.77K -38 -0.8%
CFS
318
CRA Financial Services
New Jersey
$612K -$12.6K -100 -2%
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$605K -$574K -4,567 -49%
WWM
320
Windsor Wealth Management
Indiana
$590K +$168K +1,335 +40%
CA
321
Continuum Advisory
Idaho
$586K +$124K +985 +27%
IUHSA
322
Itau Unibanco Holding S.A.
Brazil
$554K +$554K +4,413 New
BFEC
323
Benjamin F. Edwards & Company
Missouri
$552K -$18.2K -145 -3%
ACM
324
Allred Capital Management
Texas
$548K -$74.5K -593 -12%
UWM
325
USAdvisors Wealth Management
Minnesota
$536K +$536K +4,268 New
11 12
13
14 15