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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 %
MFG
376
Merit Financial Group
Georgia
$358K -$385K -2,942 -52%
RJT
377
Raymond James Trust
Florida
$350K -$1.39M -10,586 -80%
SCA
378
Spearhead Capital Advisors
Florida
$343K +$343K +2,616 New
OPS
379
Orion Portfolio Solutions
Nebraska
$332K +$230K +1,760 +227%
BFPW
380
BOK Financial Private Wealth
Colorado
$328K – – –
VR
381
Viridian RIA
Washington
$328K +$328K +2,500 New
SAM
382
Sequent Asset Management
Texas
$327K – – –
PIA
383
Pinion Investment Advisors
Kansas
$322K +$322K +2,456 New
AWA
384
Acorn Wealth Advisors
Michigan
$321K +$321K +2,451 New
IAA
385
Independent Advisor Alliance
North Carolina
$313K -$27.4K -192 -8%
ELI
386
Empire Life Investments
Ontario, Canada
$309K +$121K +926 +65%
BHB
387
Bank Hapoalim BM
Israel
$306K – – –
SFG
388
Summit Financial Group
West Virginia
$305K – – –
VWM
389
Vigilare Wealth Management
Arizona
$303K +$30.6K +233 +11%
QC
390
QCM Cayman
Texas
$301K +$301K +2,296 New
HGWM
391
Horst & Graben Wealth Management
Oregon
$289K +$393 +3 +0.1%
LF
392
LifeSteps Financial
California
$286K -$25.3K -193 -8%
PFS
393
Prospera Financial Services
Texas
$282K -$85K -648 -23%
MSR
394
Main Street Research
Connecticut
$279K – – –
PCA
395
Personal Capital Advisors
California
$278K +$5.24K +40 +2%
UR
396
USCA RIA
Texas
$277K -$164K -1,254 -37%
CAL
397
Capital Advisors Ltd
Ohio
$270K – – –
MIH
398
Meitav Investment House
Israel
$262K – – –
BP
399
BBR Partners
New York
$262K +$262K +2,001 New
JGC
400
J. Goldman & Co
New York
$261K -$389K -2,973 -60%
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