MTUM icon

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 %
AWE
351
Avidian Wealth Enterprises
Texas
$397K -$18.7K -149 -5%
ATC
352
Argent Trust Co
Tennessee
$396K – – –
PWMG
353
Prestige Wealth Management Group
New Jersey
$394K – – –
CWM
354
Centric Wealth Management
Illinois
$384K +$1.51K +12 +0.4%
MSAGDF
355
Moneda SA Administradora General de Fondos
Chile
$384K +$384K +3,058 New
SC
356
Scotia Capital
Ontario, Canada
$383K -$9.29K -74 -2%
RJT
357
Raymond James Trust
Florida
$379K -$188K -1,495 -33%
Susquehanna International Group
358
Susquehanna International Group
Pennsylvania
$374K -$2.78M -22,113 -88%
HIS
359
Harvest Investment Services
Illinois
$370K +$370K +2,952 New
GSC
360
G&S Capital
Colorado
$363K +$352K +2,810 +3,230%
FSC
361
Full Sail Capital
Oklahoma
$359K -$396K -2,935 -52%
MSAM
362
Moloney Securities Asset Management
Missouri
$357K -$23.6K -188 -6%
PK
363
Pflug Koory
Nebraska
$354K – – –
PAG
364
Private Advisory Group
Washington
$344K -$2.15M -17,099 -86%
TPA
365
Trivium Point Advisory
Connecticut
$343K +$87.8K +699 +34%
SIA
366
Strategic Investment Advisors
Michigan
$341K +$106K +845 +45%
IWP
367
Icon Wealth Partners
Texas
$337K -$3.73M -29,658 -92%
Northern Trust
368
Northern Trust
Illinois
$337K +$337K +2,683 New
LF
369
LifeSteps Financial
California
$326K +$326K +2,593 New
PAS
370
Partnervest Advisory Services
California
$323K -$47.5K -378 -13%
BHB
371
Bank Hapoalim BM
Israel
$319K -$25.5K -203 -7%
BSW
372
Buckingham Strategic Wealth
Missouri
$316K +$27.8K +222 +10%
BFPW
373
BOK Financial Private Wealth
Colorado
$315K – – –
CWP
374
CFM Wealth Partners
Texas
$315K +$315K +2,410 New
BBHC
375
Brown Brothers Harriman & Co
New York
$307K +$307K +2,449 New
13 14
15
16 17