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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 %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$86.9M -$14.1M – –
BDF
27
Balasa Dinverno & Foltz
$85.8M -$1.47M -9,991 -2%
SEIA
28
Signature Estate & Investment Advisors
California
$84.3M +$84.3M +572,133 New
RJA
29
Raymond James & Associates
Florida
$82.3M +$3.76M +25,495 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$81.6M -$2.8M -18,999 -3%
CCMG
31
Clark Capital Management Group
Pennsylvania
$79.9M +$78.8M +534,493 +7,384%
PI
32
PFS Investments
Georgia
$78.4M +$36.1M +245,107 +85%
COF
33
Capital One Financial
Virginia
$76.7M +$37M +251,293 +93%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$75.9M -$4.47M -30,306 -6%
TC
35
Trilogy Capital
California
$75.6M +$14.2M +96,360 +23%
SC
36
Savant Capital
Illinois
$69.8M +$9.9M +67,153 +17%
Truist Financial
37
Truist Financial
North Carolina
$66.4M +$15.2M +103,135 +30%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$65.6M -$12.7M -85,996 -16%
CAN
39
Cetera Advisor Networks
California
$56.6M -$3.02M -20,491 -5%
WCG
40
Wall Capital Group
Arizona
$54.5M +$301K +2,044 +0.6%
AWM
41
AE Wealth Management
Kansas
$53.5M -$14.3M -96,942 -21%
SS
42
Simplicity Solutions
Minnesota
$50.4M -$13.1M -89,098 -21%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$42.9M +$3.73M +25,307 +10%
CFA
44
Carroll Financial Associates
North Carolina
$42.8M +$185K +1,258 +0.4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$38.8M +$3.23M +21,941 +9%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$38.2M -$1.36M -9,260 -3%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$37.9M +$1.63M +11,025 +4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$37.3M +$914K +6,198 +3%
Mariner
49
Mariner
Kansas
$36.9M -$238K -1,617 -0.6%
DLIC
50
Daido Life Insurance Company
Japan
$35.6M – – –
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