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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 %
FGAM
476
Financial Gravity Asset Management
Texas
$14K -$191K -1,526 -93%
BWM
477
Baystate Wealth Management
Massachusetts
$14K +$14K +113 New
CHAM
478
Clear Harbor Asset Management
Connecticut
$13.8K +$13.8K +110 New
CA
479
CXI Advisors
Indiana
$13K +$13K +101 New
GFPC
480
Global Financial Private Client
Florida
$12.7K +$12.7K +101 New
JGIA
481
Jackson Grant Investment Advisers
Connecticut
$10K -$291K -2,358 -97%
JFA
482
JNBA Financial Advisors
Minnesota
$10K -$6.39K -53 -39%
AF
483
Allworth Financial
California
$10K +$10K +77 New
DSC
484
Duncker Streett & Co
Missouri
$10K +$10K +81 New
LWA
485
LWS Wealth Advisors
New Jersey
$10K +$10K +83 New
HI
486
Hoey Investments
Pennsylvania
$8K +$8K +66 New
CHA
487
Carmichael Hill & Associates
Maryland
$7K +$7K +57 New
PB
488
Pinnacle Bancorp
Nebraska
$6K -$12.1K -89 -67%
BWL
489
Bogart Wealth LLC
Virginia
$6K – – –
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6K +46 New
FANJ
491
Financial Architects (New Jersey)
New Jersey
$5K – – –
EWM
492
EPG Wealth Management
Georgia
$5K +$5K +39 New
DY
493
Dowling & Yahnke
California
$5K +$5K +40 New
NR
494
Newfound Research
Massachusetts
$4K -$1.16K -9 -23%
EI
495
Ellevest Inc
New York
$4K +$4K +33 New
TI
496
tru Independence
Oregon
$4K +$4K +34 New
APC
497
Aspire Private Capital
North Carolina
$3K -$129K -990 -98%
SIS
498
Sound Income Strategies
Florida
$3K -$1.14K -8 -28%
LDFR
499
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
TFGT
500
TS Financial Group (TSFG)
Illinois
$2K -$33.4K -234 -94%
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