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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 %
VAS
401
Vestmark Advisory Solutions
Massachusetts
$259K -$246K -1,877 -49%
BOPW
402
Brandywine Oak Private Wealth
Pennsylvania
$258K -$1.31K -10 -0.5%
VFM
403
Vivid Financial Management
California
$257K -$460K -3,503 -64%
SWM
404
Sculati Wealth Management
Michigan
$256K – – –
TI
405
Trexquant Investment
Connecticut
$256K +$256K +1,954 New
NDSI
406
Newman Dignan & Sheerar Inc
Rhode Island
$255K +$255K +1,829 New
MOS
407
MGO One Seven
Ohio
$249K -$59.6K -455 -19%
AIP
408
Ahrens Investment Partners
Louisiana
$248K – – –
SBSB
409
Sullivan, Bruyette, Speros & Blaney
Virginia
$244K +$1.05K +8 +0.4%
VFA
410
Valeo Financial Advisors
Indiana
$241K -$263K -2,004 -52%
CL
411
Cabana LLC
Arkansas
$236K +$236K +1,804 New
MWM
412
Meridian Wealth Management
Kentucky
$236K +$236K +1,809 New
FHA
413
Flagship Harbor Advisors
Massachusetts
$235K +$138K +1,053 +142%
PAS
414
Park Avenue Securities
New York
$235K +$235K +1,795 New
ACM
415
Allred Capital Management
Texas
$233K -$127K -977 -35%
WAM
416
Weatherly Asset Management
California
$233K -$13.1K -100 -5%
IC
417
Innealta Capital
Texas
$230K +$230K +1,759 New
Fisher Asset Management
418
Fisher Asset Management
Washington
$228K +$228K +1,740 New
PAS
419
Partnervest Advisory Services
California
$227K +$227K +1,731 New
MGIA
420
Moneta Group Investment Advisors
Missouri
$225K -$807K -6,161 -78%
IFAM
421
Institutional & Family Asset Management
Colorado
$223K +$1.57K +12 +0.7%
WCA
422
Westover Capital Advisors
Delaware
$219K +$219K +1,672 New
NWP
423
Northstar Wealth Partners
Connecticut
$219K +$219K +1,672 New
HAS
424
HBW Advisory Services
California
$218K +$218K +1,663 New
LFAS
425
Level Four Advisory Services
Texas
$215K -$165K -1,252 -43%
15 16
17
18 19