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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 %
AA
426
Advisory Alpha
Michigan
$169K +$386 +3 +0.2%
TAM
427
Townsend Asset Management
North Carolina
$159K +$159K +1,264 New
CAAS
428
Capital Asset Advisory Services
Michigan
$155K +$155K +1,148 New
GWS
429
Glassman Wealth Services
Virginia
$151K +$3.78K +30 +3%
SL
430
Savior LLC
Massachusetts
$142K +$142K +1,128 New
S
431
SignatureFD
Georgia
$140K -$1.5K -12 -1%
TCOV
432
Trust Company of Vermont
Vermont
$137K +$135K +1,081 +7,721%
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
$133K -$21.5K -171 -14%
AIC
434
Ayalon Insurance Company
Israel
$126K – – –
MIM
435
Macroview Investment Management
Maryland
$123K -$559K -4,461 -82%
William Blair & Company
436
William Blair & Company
Illinois
$119K +$40.5K +324 +52%
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$35.5K -283 -24%
FPB
438
First PREMIER Bank
South Dakota
$105K – – –
FHA
439
Flagship Harbor Advisors
Massachusetts
$96K -$6.17K -49 -6%
RCA
440
Rowland Carmichael Advisors
Arizona
$91K -$1.14M -9,069 -93%
HFM
441
Hartford Financial Management
Connecticut
$90K – – –
VCP
442
Verus Capital Partners
Arizona
$85K +$85K +680 New
RCA
443
Ranch Capital Advisors
Florida
$80K -$112K -891 -58%
ACA
444
Aptus Capital Advisors
Alabama
$80K -$90.8K -726 -53%
LWM
445
Lionsbridge Wealth Management
Florida
$77K +$77K +613 New
Simplex Trading
446
Simplex Trading
Illinois
$66K +$66K +530 New
CAC
447
Certified Advisory Corp
Florida
$61K +$251 +2 +0.4%
HNB
448
Huntington National Bank
Ohio
$59K -$57K – –
MCM
449
McMillion Capital Management
North Carolina
$59K – – –
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$58K +$19.2K +153 +50%
16 17
18
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