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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 %
RJA
26
Raymond James & Associates
Florida
$69.8M -$12.6M -95,880 -15%
USAA
27
United Services Automobile Association
Texas
$69.8M +$4.12M +31,400 +6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$69.6M -$16.4M -125,128 -19%
AWM
29
AE Wealth Management
Kansas
$60.2M +$43.9M +335,493 +270%
TC
30
Trilogy Capital
California
$59.3M -$1.41M -9,945 -2%
SS
31
Simplicity Solutions
Minnesota
$56.4M +$43.1M +328,726 +322%
SC
32
Savant Capital
Illinois
$53.2M +$1.71M +13,073 +3%
CAN
33
Cetera Advisor Networks
California
$53M +$2.51M +19,193 +5%
WCG
34
Wall Capital Group
Arizona
$48.1M -$937K -7,152 -2%
Truist Financial
35
Truist Financial
North Carolina
$45.5M +$9.06M +69,136 +25%
HI
36
Horizon Investments
North Carolina
$40.2M -$28.1M -214,746 -41%
DT
37
Diversified Trust
Tennessee
$39.7M +$1.64M +12,534 +4%
CFA
38
Carroll Financial Associates
North Carolina
$37.9M +$402K +3,069 +1%
PI
39
PFS Investments
Georgia
$37.6M -$16.8M -128,439 -31%
COF
40
Capital One Financial
Virginia
$35.3M +$16.6M +126,429 +88%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$35.1M -$6.66M -50,825 -16%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$34.9M -$1.73M -13,241 -5%
Mariner
43
Mariner
Kansas
$33M +$922K +7,036 +3%
ACM
44
Armbruster Capital Management
New York
$32.9M -$3.22M -24,555 -9%
IWC
45
Integrated Wealth Concepts
Massachusetts
$32.3M +$5.79M +44,182 +22%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$32.3M +$273K +2,084 +0.9%
DLIC
47
Daido Life Insurance Company
Japan
$31.7M – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$31.6M -$1.57M -12,009 -5%
FFA
49
Fragasso Financial Advisors
Pennsylvania
$31M +$30.6M +215,680 +8,528%
SFA
50
Stewardship Financial Advisors
Georgia
$26.4M +$5.82M +44,431 +28%
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