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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 %
CFS
326
CRA Financial Services
New Jersey
$619K -$13.1K -100 -2%
AWA
327
Arete Wealth Advisors
Illinois
$606K +$340K +2,595 +128%
OPCM
328
Osborne Partners Capital Management
California
$584K -$74.9K -572 -11%
GIA
329
Gladstone Institutional Advisory
Florida
$578K -$2.21M -16,883 -79%
BFEC
330
Benjamin F. Edwards & Company
Missouri
$569K – – –
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$557K -$131K -1,001 -19%
WA
332
WBH Advisory
Maryland
$548K +$21.9K +167 +4%
ACG
333
Allen Capital Group
Nebraska
$545K -$76.6K -585 -12%
KA
334
Kovack Advisors
Florida
$539K +$31.2K +238 +6%
CCA
335
Clearwater Capital Advisors
Illinois
$535K -$118K -902 -18%
GRP
336
Global Retirement Partners
California
$527K -$2.03M -15,484 -79%
BAM
337
Belpointe Asset Management
Nevada
$523K +$6.29K +48 +1%
DY
338
Dowling & Yahnke
California
$521K +$521K +3,976 New
BCM
339
Brookstone Capital Management
Illinois
$519K -$1.99M -15,208 -79%
AB
340
Atlas Brown
Kentucky
$516K +$11.4K +87 +2%
CWS
341
Cypress Wealth Services
California
$505K -$69K -526 -12%
BFA
342
Beacon Financial Advisory
Ohio
$494K -$46.8K -358 -9%
PCIG
343
Partners Capital Investment Group
Massachusetts
$490K – – –
AMCA
344
Arthur M. Cohen & Associates
Illinois
$487K – – –
SFM
345
Signet Financial Management
New Jersey
$481K -$6.2K -44 -1%
NEIRG
346
New England Investment & Retirement Group
Massachusetts
$476K +$92.3K +705 +24%
GSC
347
G&S Capital
Colorado
$473K +$473K +3,613 New
BS
348
Banco Santander
Spain
$472K – – –
CA
349
Calton & Associates
Florida
$470K +$59.1K +451 +14%
BAAM
350
Baker Avenue Asset Management
California
$467K -$11.1K -85 -2%
12 13
14
15 16