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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 %
SHA
426
Seneca House Advisors
Virginia
$215K +$215K +1,461 New
RIM
427
Regent Investment Management
Kentucky
$213K +$213K +1,444 New
KM
428
Kalos Management
Georgia
$212K +$212K +1,437 New
SP
429
Successful Portfolios
Florida
$212K +$212K +1,441 New
CA
430
Continuum Advisory
Idaho
$210K -$1.21M -8,075 -85%
CRWM
431
Castle Rock Wealth Management
California
$209K +$209K +1,401 New
SBSB
432
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K -$70.6K -479 -26%
HA
433
HYA Advisors
Missouri
$202K +$202K +1,368 New
NL
434
NKCFO LLC
Illinois
$192K – – –
AIC
435
Ayalon Insurance Company
Israel
$180K +$3.11K +21 +2%
GWS
436
Glassman Wealth Services
Virginia
$177K – – –
SCA
437
Stuart Chaussee & Associates
California
$177K +$177K +1,200 New
CIR
438
Clear Investment Research
Georgia
$167K -$339K -2,291 -67%
PC
439
Permanens Capital
New York
$152K -$58.8K -397 -28%
FPB
440
First PREMIER Bank
South Dakota
$123K – – –
AA
441
Advisory Alpha
Michigan
$120K +$120K +801 New
KPCM
442
Kings Point Capital Management
New York
$119K – – –
AW
443
Avion Wealth
Texas
$116K -$6.07K -41 -5%
PAI
444
Pittenger & Anderson Inc
Nebraska
$111K -$992K -6,746 -90%
HFM
445
Hartford Financial Management
Connecticut
$106K – – –
AA
446
Ancora Advisors
Ohio
$104K -$36.1K -245 -26%
FCH
447
Freestone Capital Holdings
Washington
$101K +$101K +687 New
William Blair & Company
448
William Blair & Company
Illinois
$99K -$22.8K -155 -19%
TCOV
449
Trust Company of Vermont
Vermont
$95K +$95K +642 New
AF
450
Allworth Financial
California
$88K -$27.3K -185 -24%
16 17
18
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