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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 %
SSB
451
Sandy Spring Bank
Maryland
$77K +$14.9K +100 +24%
TAM
452
Townsend Asset Management
North Carolina
$75K – – –
PVH
453
Psagot Value Holdings
Israel
$75K – – –
FHA
454
First Horizon Advisors
Tennessee
$71K -$59.7K -413 -46%
BWL
455
Bogart Wealth LLC
Virginia
$71K +$12.8K +88 +22%
EWM
456
Endurance Wealth Management
Rhode Island
$66K – – –
LWM
457
Liberty Wealth Management
California
$57K +$29.2K +197 +105%
FFA
458
Founders Financial Alliance
North Carolina
$53K +$53K +354 New
TCM
459
TD Capital Management
Tennessee
$53K +$53K +362 New
KTC
460
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
TWP
461
TFO Wealth Partners
Ohio
$39K – – –
WB
462
Webster Bank
Connecticut
$38K – – –
TFS
463
TrustCore Financial Services
Tennessee
$36K – – –
Bessemer Group
464
Bessemer Group
New Jersey
$31K – – –
BWM
465
Baystate Wealth Management
Massachusetts
$29K +$29K +196 New
CAPTRUST Financial Advisors
466
CAPTRUST Financial Advisors
North Carolina
$28K -$37.4K -251 -57%
EWM
467
Elmwood Wealth Management
California
$28K – – –
SFG
468
Sowa Financial Group
Rhode Island
$28K – – –
AI
469
AdvisorShares Investments
Maryland
$27.5K +$1.71K +11,571 +7%
HCP
470
Hexagon Capital Partners
Arkansas
$25K +$25K +178 New
F
471
F3Logic
Minnesota
$24K +$22.2K +150,919 +1,272%
CI
472
CX Institutional
Indiana
$23K -$4.13M -28,353 -99%
RCA
473
Ranch Capital Advisors
Florida
$22K -$16K -112 -42%
HI
474
Hudock Inc
Pennsylvania
$22K – – –
HPC
475
HM Payson & Co
Maine
$22K +$22K +146 New
17 18
19
20 21