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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 %
FWIA
301
Fort Washington Investment Advisors
Ohio
$822K +$822K +6,277 New
SCA
302
Snowden Capital Advisors
New York
$810K -$90.3K -689 -10%
FHC
303
First Heartland Consultants
Missouri
$809K +$22.8K +174 +3%
WP
304
WealthShield Partners
North Carolina
$778K -$1.31M -10,043 -63%
VAG
305
VisionPoint Advisory Group
Texas
$776K -$409K -2,985 -35%
WA
306
Winfield Associates
Ohio
$770K -$406K -3,100 -35%
BWP
307
Bernardo Wealth Planning
Pennsylvania
$767K -$423K -3,232 -36%
CRCM
308
Corbett Road Capital Management
Virginia
$765K +$121K +925 +19%
WF
309
Welch & Forbes
Massachusetts
$762K – – –
CAM
310
Concorde Asset Management
Michigan
$748K +$40.2K +307 +6%
AFA
311
Atlanta Financial Associates
Georgia
$747K +$29.1K +222 +4%
SC
312
Sepio Capital
Utah
$741K +$741K +5,658 New
AAP
313
Arax Advisory Partners
Colorado
$733K +$3.15K +24 +0.4%
MFW
314
Mosaic Family Wealth
Missouri
$732K +$3.14K +24 +0.4%
MWM
315
MBE Wealth Management
Wisconsin
$724K -$25.7K -196 -3%
PCM
316
Parsons Capital Management
Rhode Island
$714K -$38.8K -296 -5%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$697K -$147K -1,062 -17%
PP
318
Prudential plc
United Kingdom
$692K -$459K -3,500 -40%
EP
319
Eudaimonia Partners
Tennessee
$691K -$426K -3,255 -38%
CW
320
CreativeOne Wealth
Kansas
$671K +$2.36K +18 +0.4%
VWM
321
Valley Wealth Managers
New Jersey
$666K +$257K +1,962 +63%
RF
322
RHS Financial
California
$663K -$210K -1,600 -24%
SWP
323
Summit Wealth Partners
Florida
$655K +$655K +5,000 New
STB
324
S&T Bank
Pennsylvania
$654K -$19.6K -150 -3%
9WM
325
9258 Wealth Management
Ohio
$654K – – –
11 12
13
14 15