MTUM icon

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 %
IF
426
Intrua Financial
Texas
$208K +$208K +1,461 New
AWM
427
Alterna Wealth Management
Texas
$207K +$207K +1,579 New
WS
428
Wedbush Securities
California
$206K +$206K +1,569 New
IWP
429
Icon Wealth Partners
Texas
$202K +$202K +1,539 New
SCM
430
Smith Capital Management
Arkansas
$201K +$201K +1,538 New
PC
431
Permanens Capital
New York
$187K -$32.6M -248,089 -99%
CAAS
432
Capital Asset Advisory Services
Michigan
$187K -$44.5K -323 -19%
KPW
433
Kore Private Wealth
New York
$185K – – –
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K +$60.3K +460 +51%
NL
435
NKCFO LLC
Illinois
$170K -$9.15K -70 -5%
AIC
436
Ayalon Insurance Company
Israel
$159K +$10.4K +78 +7%
GWS
437
Glassman Wealth Services
Virginia
$157K – – –
Simplex Trading
438
Simplex Trading
Illinois
$148K +$148K +1,131 New
CG
439
Cutler Group
California
$131K +$131K +1,000 New
AA
440
Ancora Advisors
Ohio
$125K +$110K +835 +720%
FHA
441
First Horizon Advisors
Tennessee
$118K -$1.01M -7,708 -90%
William Blair & Company
442
William Blair & Company
Illinois
$109K -$217K -1,652 -67%
FPB
443
First PREMIER Bank
South Dakota
$109K – – –
AW
444
Avion Wealth
Texas
$108K – – –
KPCM
445
Kings Point Capital Management
New York
$106K -$65.5K -500 -38%
AF
446
Allworth Financial
California
$102K +$102K +781 New
HFM
447
Hartford Financial Management
Connecticut
$94K – – –
TAM
448
Townsend Asset Management
North Carolina
$67K -$98.7K -753 -60%
PVH
449
Psagot Value Holdings
Israel
$67K +$28.7K +219 +75%
CAC
450
Certified Advisory Corp
Florida
$64K +$131 +1 +0.2%
16 17
18
19 20