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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 %
GT
326
Glenmede Trust
Pennsylvania
$530K +$3.64K +29 +0.7%
ACP
327
Arcus Capital Partners
Georgia
$529K -$149K -1,187 -22%
PJSIMP
328
P.J. Schmidt Investment Management (PJS)
Wisconsin
$525K +$142K +1,128 +37%
GAM
329
GQ Asset Management
New York
$523K +$523K +4,163 New
LFAS
330
Level Four Advisory Services
Texas
$516K -$1.92M -15,292 -79%
CWS
331
Cypress Wealth Services
California
$516K -$1.08M -8,580 -68%
Bank of Montreal
332
Bank of Montreal
Ontario, Canada
$507K -$3.65M -29,081 -88%
BFA
333
Beacon Financial Advisory
Ohio
$506K +$506K +4,034 New
CAG
334
Csenge Advisory Group
Florida
$482K -$902K -7,189 -65%
WA
335
WBH Advisory
Maryland
$482K +$36.7K +293 +8%
AB
336
Atlas Brown
Kentucky
$477K -$1.38K -11 -0.3%
NFG
337
Noven Financial Group
Colorado
$476K +$1.63K +13 +0.3%
PCIG
338
Partners Capital Investment Group
Massachusetts
$470K – – –
AMCA
339
Arthur M. Cohen & Associates
Illinois
$467K – – –
PP
340
Prudential plc
United Kingdom
$462K -$8.31M -66,220 -95%
IFWM
341
Institute for Wealth Management
Colorado
$459K +$1.26K +10 +0.3%
GTAM
342
Global Trust Asset Management
Florida
$457K +$340K +2,706 +290%
CA
343
Calton & Associates
Florida
$428K +$428K +3,407 New
PG
344
Prostatis Group
Maryland
$415K +$415K +3,301 New
QCG
345
Quadrant Capital Group
Ohio
$414K +$414K +3,300 New
UB
346
UMB Bank
Missouri
$413K – – –
RIA
347
Realta Investment Advisors
Delaware
$412K +$15K +121 +4%
CIR
348
Clear Investment Research
Georgia
$410K -$127K -1,015 -24%
SFM
349
Signet Financial Management
New Jersey
$404K +$6.16K +49 +2%
FP
350
Fiduciary Planning
Florida
$398K +$398K +3,023 New
12 13
14
15 16