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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 %
USAA
26
United Services Automobile Association
Texas
$57.4M – – –
TC
27
Trilogy Capital
California
$57M -$8.14M -64,380 -12%
CAN
28
Cetera Advisor Networks
California
$50.8M -$520K -4,140 -1%
WCG
29
Wall Capital Group
Arizona
$46.8M +$626K +4,984 +1%
HFA
30
Huber Financial Advisors
Illinois
$44.2M +$2.98M +23,725 +7%
PI
31
PFS Investments
Georgia
$41.8M -$8.01M -63,821 -16%
AG
32
Advisor Group
Arizona
$40.3M -$28.6M -228,070 -42%
PC
33
Permanens Capital
New York
$38.5M -$1.18M -9,406 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$37.4M -$21.4M -170,484 -36%
AIC
35
Ameritas Investment Company
Nebraska
$37.1M +$15.7M +124,730 +73%
DT
36
Diversified Trust
Tennessee
$36.9M -$27.4M -217,903 -43%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$35.2M -$79.4K -632 -0.2%
ACM
38
Armbruster Capital Management
New York
$35.2M +$532K +4,238 +2%
Truist Financial
39
Truist Financial
North Carolina
$32.1M +$32.1M +255,330 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$30.6M -$7.95M -63,310 -21%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$3.23M +25,756 +12%
DLIC
42
Daido Life Insurance Company
Japan
$30.4M – – –
Mariner
43
Mariner
Kansas
$29.5M +$1.02M +8,135 +4%
CFA
44
Carroll Financial Associates
North Carolina
$29.1M +$1.09M +8,668 +4%
WDL
45
Well Done LLC
Michigan
$27M -$812K -6,467 -3%
AWM
46
AE Wealth Management
Kansas
$26M +$13.2M +105,044 +103%
RCM
47
Requisite Capital Management
Texas
$25.8M +$3.29M +26,180 +15%
IWC
48
Integrated Wealth Concepts
Massachusetts
$24.4M -$2.22M -17,680 -8%
SFA
49
Stewardship Financial Advisors
Georgia
$24.3M +$482K +3,837 +2%
SS
50
Simplicity Solutions
Minnesota
$22.6M +$17.8M +142,111 +373%
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