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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 %
LSA
401
Lion Street Advisors
Texas
$288K +$288K +1,960 New
BRWM
402
B. Riley Wealth Management
Tennessee
$287K +$287K +1,944 New
CAAS
403
Capital Asset Advisory Services
Michigan
$283K +$83.2K +565 +42%
NDSI
404
Newman Dignan & Sheerar Inc
Rhode Island
$270K – – –
ACM
405
Allred Capital Management
Texas
$262K -$883 -6 -0.3%
WCA
406
Westover Capital Advisors
Delaware
$260K +$13.4K +91 +5%
RJT
407
Raymond James Trust
Florida
$259K -$134K -909 -34%
IC
408
Innealta Capital
Texas
$259K – – –
W
409
WealthOne
New York
$255K +$255K +1,730 New
WAM
410
Weatherly Asset Management
California
$252K -$10.2K -69 -4%
VWM
411
Vigilare Wealth Management
Arizona
$251K -$90.1K -610 -26%
FAG
412
Financial Advisory Group
Texas
$251K +$251K +1,700 New
HAS
413
HBW Advisory Services
California
$240K -$5.01K -34 -2%
GTAM
414
Global Trust Asset Management
Florida
$239K +$239K +1,600 New
MOS
415
MGO One Seven
Ohio
$237K -$43K -292 -15%
MMM
416
Mendel Money Management
Illinois
$232K +$232K +1,573 New
IWP
417
Icon Wealth Partners
Texas
$231K +$3.69K +25 +2%
HS
418
Horan Securities
United States
$229K +$221K +1,505 +2,951%
SCM
419
Smith Capital Management
Arkansas
$227K – – –
SG
420
Strid Group
Pennsylvania
$221K +$221K +1,499 New
EWA
421
EP Wealth Advisors
California
$220K +$220K +1,496 New
HCA
422
Horan Capital Advisors
Ohio
$218K +$218K +1,479 New
WA
423
WESPAC Advisors
California
$216K -$940K -6,386 -81%
AIP
424
Ahrens Investment Partners
Louisiana
$216K -$63.5K -431 -23%
VFA
425
Valeo Financial Advisors
Indiana
$216K -$54.3K -369 -20%
15 16
17
18 19