MTUM icon

iShares MSCI USA Momentum Factor ETF

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$606K -$264K -2,482 -30%
MFG
302
Merit Financial Group
Georgia
$604K +$604K +5,676 New
MFW
303
Mosaic Family Wealth
Missouri
$593K -$36.8K -345 -6%
AAP
304
Arax Advisory Partners
Colorado
$593K +$398K +3,737 +204%
9WM
305
9258 Wealth Management
Ohio
$592K -$94.9K -800 -14%
AFA
306
Atlanta Financial Associates
Georgia
$584K +$584K +5,483 New
VFM
307
Vivid Financial Management
California
$581K -$238K -2,235 -29%
CAM
308
Concorde Asset Management
Michigan
$575K +$575K +5,401 New
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$559K +$46.5K +437 +9%
STB
310
S&T Bank
Pennsylvania
$548K +$548K +5,146 New
C1AG
311
Client 1st Advisory Group
Florida
$543K -$706K -6,635 -57%
CW
312
CreativeOne Wealth
Kansas
$543K +$324K +3,049 +148%
OPCM
313
Osborne Partners Capital Management
California
$536K
CCA
314
Clearwater Capital Advisors
Illinois
$531K -$450K -4,223 -46%
GT
315
Glenmede Trust
Pennsylvania
$530K
JGC
316
J. Goldman & Co
New York
$529K -$819K -7,690 -61%
CRCM
317
Corbett Road Capital Management
Virginia
$524K -$444K -4,173 -46%
HSBC Holdings
318
HSBC Holdings
United Kingdom
$523K -$1.02M -9,329 -66%
SWM
319
Sugarloaf Wealth Management
Georgia
$522K -$378K -3,552 -42%
CFS
320
CRA Financial Services
New Jersey
$514K -$5.33K -50 -1%
TC
321
TAP Consulting
Missouri
$509K -$1.21M -11,394 -70%
ACG
322
Allen Capital Group
Nebraska
$505K +$332K +3,121 +192%
WWM
323
Windsor Wealth Management
Indiana
$503K +$2.56K +24 +0.5%
Creative Planning
324
Creative Planning
Kansas
$489K -$157K -1,478 -24%
Franklin Resources
325
Franklin Resources
California
$484K -$133K -1,250 -22%