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 %
TFS
376
TrustCore Financial Services
Tennessee
$306K -$12.5K -100 -4%
SFC
377
SYM Financial Corp
Indiana
$303K +$303K +2,415 New
VWM
378
Valley Wealth Managers
New Jersey
$300K -$347K -2,758 -54%
KWM
379
Kingsview Wealth Management
Oregon
$293K -$441K -3,512 -60%
FNT
380
First National Trust
Pennsylvania
$293K +$293K +2,332 New
SFG
381
Summit Financial Group
West Virginia
$292K – – –
ACP
382
Aveo Capital Partners
Colorado
$292K +$292K +2,323 New
KPCM
383
Kings Point Capital Management
New York
$290K +$188K +1,500 +185%
CT
384
Columbia Trust
Oregon
$290K +$290K +2,315 New
DE
385
Day & Ennis
Georgia
$284K -$1.73M -13,798 -86%
FIG
386
FundX Investment Group
California
$284K – – –
MFGP
387
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K +$282K +2,246 New
SAM
388
Sequent Asset Management
Texas
$278K – – –
EWA
389
EP Wealth Advisors
California
$276K -$173K -1,375 -38%
AIP
390
Ahrens Investment Partners
Louisiana
$276K -$31.4K -250 -10%
OPS
391
Orion Portfolio Solutions
Nebraska
$276K +$276K +2,197 New
MOS
392
MGO One Seven
Ohio
$274K -$155K -1,234 -36%
JCM
393
Jacobi Capital Management
Pennsylvania
$273K +$75.3K +600 +38%
Wealthfront Advisers
394
Wealthfront Advisers
California
$272K +$755 +6 +0.3%
OIA
395
OneDigital Investment Advisors
Kansas
$270K +$125 +1 +0%
MSR
396
Main Street Research
Connecticut
$267K – – –
AWA
397
Arete Wealth Advisors
Illinois
$266K -$49.5K -394 -16%
PCA
398
Personal Capital Advisors
California
$263K -$755 -6 -0.3%
CAL
399
Capital Advisors Ltd
Ohio
$259K +$251K +2,000 +3,226%
CW
400
CreativeOne Wealth
Kansas
$258K +$5.15K +41 +2%
14 15
16
17 18