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 %
EWM
451
Endurance Wealth Management
Rhode Island
$59K – – –
CAPTRUST Financial Advisors
452
CAPTRUST Financial Advisors
North Carolina
$58K +$58K +439 New
SSB
453
Sandy Spring Bank
Maryland
$55K +$55K +418 New
BWL
454
Bogart Wealth LLC
Virginia
$52K +$39.6K +304 +320%
KTC
455
Kistler-Tiffany Companies
Pennsylvania
$44K +$132 +1 +0.3%
RCA
456
Ranch Capital Advisors
Florida
$37K -$32.8K -236 -47%
TWP
457
TFO Wealth Partners
Ohio
$35K -$748K -5,663 -96%
WB
458
Webster Bank
Connecticut
$34K – – –
TFS
459
TrustCore Financial Services
Tennessee
$32K – – –
EWM
460
Elmwood Wealth Management
California
$28K -$18.7K -140 -40%
Bessemer Group
461
Bessemer Group
New Jersey
$28K – – –
SFG
462
Sowa Financial Group
Rhode Island
$25K – – –
LWM
463
Liberty Wealth Management
California
$25K +$1.2K +9 +5%
EI
464
Ellevest Inc
New York
$25K +$25K +194 New
SIC
465
Salem Investment Counselors
North Carolina
$23K – – –
APC
466
Aspire Private Capital
North Carolina
$20K +$19.1K +143 +2,043%
HI
467
Hudock Inc
Pennsylvania
$19K +$126 +1 +0.7%
BC
468
Barnett & Company
Tennessee
$18K – – –
AIL
469
AGF Investments LLC
Ontario, Canada
$17K – – –
JFA
470
JNBA Financial Advisors
Minnesota
$17K – – –
CFN
471
Cordasco Financial Network
Florida
$17K – – –
SIM
472
Sonora Investment Management
Arizona
$16K +$16K +121 New
HI
473
Human Investing
Oregon
$15K +$15K +116 New
KWM
474
Keebeck Wealth Management
Illinois
$15K +$15K +117 New
DSC
475
Duncker Streett & Co
Missouri
$11K – – –
17 18
19
20 21