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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 %
VR
351
Viridian RIA
Washington
$531K +$162K +1,100 +44%
GT
352
Glenmede Trust
Pennsylvania
$530K +$19.6K +133 +4%
SFM
353
Signet Financial Management
New Jersey
$517K +$303 +2 +0.1%
CFA
354
Cahill Financial Advisors
Minnesota
$503K +$737 +5 +0.1%
SCA
355
Spearhead Capital Advisors
Florida
$501K +$116K +786 +30%
ACG
356
Allen Capital Group
Nebraska
$494K -$151K -975 -23%
SIA
357
Strategic Investment Advisors
Michigan
$493K +$13.1K +89 +3%
PFS
358
Prospera Financial Services
Texas
$491K +$174K +1,178 +55%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K +$287K +1,944 +143%
ATC
360
Argent Trust Co
Tennessee
$479K -$14.7K -100 -3%
SWM
361
SigFig Wealth Management
California
$469K +$469K +3,213 New
MSR
362
Main Street Research
Connecticut
$454K +$140K +953 +45%
IFS
363
Ifrah Financial Services
Arkansas
$452K -$8.11K -55 -2%
VAS
364
Vestmark Advisory Solutions
Massachusetts
$450K +$158K +1,074 +54%
BP
365
BBR Partners
New York
$436K +$141K +957 +48%
AFA
366
Atlanta Financial Associates
Georgia
$432K -$409K -2,774 -49%
BSW
367
Buckingham Strategic Wealth
Missouri
$432K -$69.3K -470 -14%
SWM
368
Sugarloaf Wealth Management
Georgia
$426K -$57.5K -390 -12%
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K -$38.6K -261 -9%
PAS
370
Park Avenue Securities
New York
$404K +$140K +949 +53%
MFG
371
Merit Financial Group
Georgia
$403K – – –
GSWM
372
Golden State Wealth Management
California
$402K +$402K +2,728 New
Comerica Bank
373
Comerica Bank
Texas
$401K +$20.5K +137 +5%
BFA
374
Beaumont Financial Advisors
Massachusetts
$398K -$961K -6,532 -71%
Fisher Asset Management
375
Fisher Asset Management
Washington
$391K +$134K +911 +52%
13 14
15
16 17