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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$457K -$972K -7,411 -68%
GT
352
Glenmede Trust
Pennsylvania
$454K -$98.9K -755 -18%
CIR
353
Clear Investment Research
Georgia
$448K -$130K -991 -22%
CFA
354
Cahill Financial Advisors
Minnesota
$447K +$4.99K +38 +1%
BSW
355
Buckingham Strategic Wealth
Missouri
$446K +$56.1K +428 +14%
ATC
356
Argent Trust Co
Tennessee
$439K +$26.2K +200 +6%
IFWM
357
Institute for Wealth Management
Colorado
$435K -$27.4K -209 -6%
JCM
358
Jacobi Capital Management
Pennsylvania
$432K +$173K +1,325 +67%
SWM
359
Sugarloaf Wealth Management
Georgia
$430K -$212K -1,620 -33%
TC
360
TAP Consulting
Missouri
$429K -$197K -1,506 -32%
SIA
361
Strategic Investment Advisors
Michigan
$426K +$7.99K +61 +2%
UWPG
362
Ullmann Wealth Partners Group
Florida
$419K +$419K +3,198 New
SWAG
363
Spectrum Wealth Advisory Group
California
$412K -$161K -1,230 -28%
ACP
364
Arcus Capital Partners
Georgia
$411K -$2.49K -19 -0.6%
IFS
365
Ifrah Financial Services
Arkansas
$409K -$13.9K -106 -3%
Northern Trust
366
Northern Trust
Illinois
$408K -$80K -610 -16%
PJSIMP
367
P.J. Schmidt Investment Management (PJS)
Wisconsin
$402K +$67.1K +512 +20%
MSAGDF
368
Moneda SA Administradora General de Fondos
Chile
$401K – – –
CWM
369
Centric Wealth Management
Illinois
$391K -$7.46K -57 -2%
FFG
370
Ford Financial Group
California
$388K +$388K +2,967 New
CWP
371
CFM Wealth Partners
Texas
$372K +$79.1K +605 +27%
Allianz Asset Management
372
Allianz Asset Management
Germany
$366K -$217K -1,656 -37%
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$365K +$55.3K +422 +18%
AF
374
Advisornet Financial
Minnesota
$361K -$132K -1,005 -27%
Comerica Bank
375
Comerica Bank
Texas
$360K -$61.1K -432 -15%
13 14
15
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