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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 %
AWA
376
Acorn Wealth Advisors
Michigan
$389K +$27.4K +186 +8%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$377K -$262K -1,781 -41%
SAM
378
Sequent Asset Management
Texas
$361K -$7.38K -50 -2%
QAM
379
QCI Asset Management
New York
$355K +$355K +2,410 New
BAAM
380
Baker Avenue Asset Management
California
$353K -$172K -1,169 -33%
CWM
381
Centric Wealth Management
Illinois
$353K +$6.61K +57 +2%
AF
382
Advisornet Financial
Minnesota
$343K -$63.1K -428 -16%
SFG
383
Summit Financial Group
West Virginia
$343K – – –
WT
384
Washington Trust
Rhode Island
$340K +$340K +2,307 New
FHA
385
Flagship Harbor Advisors
Massachusetts
$331K +$66.2K +449 +25%
FNBTCON
386
First National Bank & Trust Co of Newtown
Pennsylvania
$331K +$331K +2,245 New
HGWM
387
Horst & Graben Wealth Management
Oregon
$328K +$3.09K +21 +1%
PIA
388
Pinion Investment Advisors
Kansas
$322K – – –
LF
389
LifeSteps Financial
California
$322K – – –
PCA
390
Personal Capital Advisors
California
$307K -$5.9K -40 -2%
Northern Trust
391
Northern Trust
Illinois
$305K -$154K -1,044 -34%
CAL
392
Capital Advisors Ltd
Ohio
$304K – – –
AL
393
Aspiriant LLC
California
$298K +$298K +2,020 New
MIH
394
Meitav Investment House
Israel
$295K – – –
JCM
395
Jacobi Capital Management
Pennsylvania
$291K -$195K -1,325 -40%
FFG
396
Ford Financial Group
California
$290K -$147K -999 -34%
BOPW
397
Brandywine Oak Private Wealth
Pennsylvania
$290K – – –
SWMG
398
Strategic Wealth Management Group
Maryland
$289K +$289K +1,962 New
SWM
399
Sculati Wealth Management
Michigan
$288K +$589 +4 +0.2%
MWM
400
Meridian Wealth Management
Kentucky
$288K +$21.5K +146 +8%
14 15
16
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