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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 %
WA
301
Winfield Associates
Ohio
$869K +$1.92K +13 +0.2%
SWP
302
Summit Wealth Partners
Florida
$860K +$123K +836 +17%
WF
303
Welch & Forbes
Massachusetts
$858K – – –
MFW
304
Mosaic Family Wealth
Missouri
$853K +$28.9K +196 +4%
VAG
305
VisionPoint Advisory Group
Texas
$849K +$15.2K +103 +2%
SC
306
Sepio Capital
Utah
$835K +$1.47K +10 +0.2%
SWAG
307
Spectrum Wealth Advisory Group
California
$835K +$371K +2,516 +80%
BWP
308
Bernardo Wealth Planning
Pennsylvania
$828K -$34.3K -233 -4%
AAP
309
Arax Advisory Partners
Colorado
$825K +$884 +6 +0.1%
CRCM
310
Corbett Road Capital Management
Virginia
$819K -$42.6K -289 -5%
TFA
311
Teamwork Financial Advisors
Texas
$815K -$650K -4,410 -44%
VWA
312
V Wealth Advisors
Kansas
$791K -$2.68M -18,204 -77%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$790K +$53K +361 +7%
SWM
314
SeaCrest Wealth Management
New York
$766K -$262K -1,777 -25%
CW
315
CreativeOne Wealth
Kansas
$764K +$8.85K +60 +1%
PCM
316
Parsons Capital Management
Rhode Island
$746K -$57.3K -389 -7%
VCM
317
Virtue Capital Management
Tennessee
$737K +$737K +4,999 New
NR
318
Newfound Research
Massachusetts
$734K +$730K +4,949 +16,497%
RF
319
RHS Financial
California
$731K -$14.9K -101 -2%
MWM
320
MBE Wealth Management
Wisconsin
$724K – – –
WS
321
Wedbush Securities
California
$721K +$490K +3,320 +212%
STB
322
S&T Bank
Pennsylvania
$697K -$39.4K -267 -5%
CFS
323
CRA Financial Services
New Jersey
$696K – – –
9WM
324
9258 Wealth Management
Ohio
$676K -$28.2K -200 -4%
CS
325
Credit Suisse
Switzerland
$659K +$659K +4,469 New
11 12
13
14 15