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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 %
TFA
451
Tobias Financial Advisors
Florida
$57K +$57K +460 New
EWM
452
Endurance Wealth Management
Rhode Island
$56K – – –
WCM
453
Wealthcare Capital Management
Virginia
$55K – – –
CAL
454
Capital Analysts LLC
Pennsylvania
$44K – – –
AIS
455
Accurate Investment Solutions
Pennsylvania
$43K – – –
KTC
456
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
PVH
457
Psagot Value Holdings
Israel
$37K – – –
FCA
458
FinTrust Capital Advisors
South Carolina
$36K -$169K -1,337 -82%
DI
459
Disciplined Investments
Oklahoma
$34K +$34K +273 New
CTC
460
Central Trust Company
Missouri
$33K +$26.4K +207 +398%
LAS
461
Lloyd Advisory Services
Georgia
$32K +$32K +258 New
Bessemer Group
462
Bessemer Group
New Jersey
$27K +$27K +213 New
BBA
463
Braun-Bostich & Associates
Pennsylvania
$27K +$27K +216 New
1IA
464
1834 Investment Advisors
Wisconsin
$25K +$25K +200 New
SFG
465
Sowa Financial Group
Rhode Island
$24K +$24K +190 New
MWP
466
MYCIO Wealth Partners
Pennsylvania
$22K – – –
SIC
467
Salem Investment Counselors
North Carolina
$22K – – –
PCTC
468
Perkins Coie Trust Company
Washington
$22K +$22K +174 New
CB
469
CNB Bank
Pennsylvania
$20K – – –
AIL
470
AGF Investments LLC
Ontario, Canada
$18K – – –
JWM
471
Janiczek Wealth Management
Colorado
$18K – – –
BC
472
Barnett & Company
Tennessee
$17K – – –
TA
473
TFG Advisers
Michigan
$17K +$17K +137 New
CFN
474
Cordasco Financial Network
Florida
$16K – – –
MAM
475
Meeder Asset Management
Ohio
$16K +$9.18K +74 +135%
17 18
19
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