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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 %
PAS
401
Park Avenue Securities
New York
$253K -$36.9M -293,061 -99%
CL
402
Cabana LLC
Arkansas
$251K -$103K -822 -29%
CRWM
403
Castle Rock Wealth Management
California
$251K -$4.57K -34 -2%
MIH
404
Meitav Investment House
Israel
$251K – – –
NIPH
405
NN Investment Partners Holdings
Netherlands
$245K – – –
Citadel Advisors
406
Citadel Advisors
Florida
$244K -$3.09M -24,689 -93%
SP
407
Successful Portfolios
Florida
$244K -$26.8K -213 -10%
SW
408
SteelPeak Wealth
California
$244K +$244K +1,945 New
WAM
409
Weatherly Asset Management
California
$241K -$12.6K -100 -5%
VFA
410
Valeo Financial Advisors
Indiana
$238K -$24.3K -194 -9%
AAP
411
Arax Advisory Partners
Colorado
$230K +$251 +2 +0.1%
WS
412
Wedbush Securities
California
$230K +$8.67K +69 +4%
Comerica Bank
413
Comerica Bank
Texas
$229K -$232K -1,751 -50%
SWM
414
Sculati Wealth Management
Michigan
$220K +$220K +1,752 New
NWP
415
Northstar Wealth Partners
Connecticut
$209K +$209K +1,672 New
IFS
416
Ifrah Financial Services
Arkansas
$206K -$206K -1,637 -50%
SWM
417
SVA Wealth Management
Wisconsin
$206K +$206K +1,644 New
IFAM
418
Institutional & Family Asset Management
Colorado
$205K +$752 +6 +0.4%
ACG
419
Allen Capital Group
Nebraska
$204K +$204K +1,625 New
ELI
420
Empire Life Investments
Ontario, Canada
$204K +$204K +1,628 New
MIM
421
Moseley Investment Management
Florida
$202K -$64.7K -514 -24%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$202K +$202K +1,612 New
FFWA
423
FRG Family Wealth Advisors
Washington
$201K +$201K +1,597 New
LWM
424
Liberty Wealth Management
California
$174K -$356K -2,833 -67%
NL
425
NKCFO LLC
Illinois
$172K -$3.77K -30 -2%
15 16
17
18 19