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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
326
WBH Advisory
Maryland
$649K +$32.3K +219 +5%
PMG
327
ProVise Management Group
Florida
$646K -$660K -4,477 -51%
BFA
328
Beacon Financial Advisory
Ohio
$640K +$83.4K +566 +15%
CWP
329
CFM Wealth Partners
Texas
$636K +$217K +1,476 +52%
BAM
330
Belpointe Asset Management
Nevada
$634K +$46.3K +314 +8%
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$632K +$5.01K +34 +0.8%
OPCM
332
Osborne Partners Capital Management
California
$631K -$26.5K -180 -4%
NEIRG
333
New England Investment & Retirement Group
Massachusetts
$618K +$82.5K +560 +15%
IAN
334
Integrated Advisors Network
Texas
$615K +$615K +4,172 New
CCA
335
Clearwater Capital Advisors
Illinois
$598K -$3.54K -24 -0.6%
DY
336
Dowling & Yahnke
California
$586K – – –
MSAGDF
337
Moneda SA Administradora General de Fondos
Chile
$582K +$131K +891 +29%
AB
338
Atlas Brown
Kentucky
$581K +$589 +4 +0.1%
JGC
339
J. Goldman & Co
New York
$580K +$286K +1,942 +97%
GRP
340
Global Retirement Partners
California
$578K -$14K -95 -2%
GIA
341
Gladstone Institutional Advisory
Florida
$577K -$73.2K -497 -11%
KA
342
Kovack Advisors
Florida
$577K -$29.5K -200 -5%
LFAS
343
Level Four Advisory Services
Texas
$568K +$327K +2,221 +136%
GSC
344
G&S Capital
Colorado
$560K +$27.3K +185 +5%
5L
345
55I LLC
Massachusetts
$558K +$558K +3,787 New
IFWM
346
Institute for Wealth Management
Colorado
$555K +$65.7K +446 +13%
AMCA
347
Arthur M. Cohen & Associates
Illinois
$548K – – –
WAP
348
Wealthcare Advisory Partners
Pennsylvania
$547K +$137K +929 +33%
PCIG
349
Partners Capital Investment Group
Massachusetts
$545K -$6.34K -43 -1%
BS
350
Banco Santander
Spain
$531K – – –
12 13
14
15 16