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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$82M
2
Morgan Stanley
Morgan Stanley
New York
+$71.8M
3
HI
Horizon Investments
North Carolina
+$55.5M
4
GA
Gateway Advisory
New Jersey
+$49.7M
5
SC
Savant Capital
Illinois
+$41.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$103M
2
UBS Group
UBS Group
Switzerland
-$43.9M
3
Bank of America
Bank of America
North Carolina
-$27.5M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$24.8M
5
AWM
Affinity Wealth Management
Delaware
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$3K -$121K -1,090 -98%
FANJ
477
Financial Architects (New Jersey)
New Jersey
$3K -$1K -10 -25%
LDFR
478
Lehman & Derafelo Financial Resources
Pennsylvania
$3K – – –
SL
479
Savior LLC
Massachusetts
$2K -$96.1K -1,105 -98%
IRC
480
Investors Research Corp
Georgia
$2K – – –
SIS
481
Sound Income Strategies
Florida
$2K – – –
AIC
482
Archer Investment Corporation
Indiana
$2K – – –
First Manhattan
483
First Manhattan
New York
$2K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$2K – – –
TF
485
Tompkins Financial
New York
$2K +$2K +20 New
BCWM
486
Bartlett & Co Wealth Management
Ohio
$1.49K +$1.49K +14 New
IA
487
IndexIQ Advisors
New York
$1K -$3.88M -54,275 -100%
NR
488
Newfound Research
Massachusetts
$1K -$4.17K -25 -81%
APC
489
Aspire Private Capital
North Carolina
$1K -$2.29K -16 -70%
GWMIA
490
Global Wealth Management Investment Advisory
Florida
$1K -$1.2K -6 -55%
LPWM
491
Lake Point Wealth Management
Texas
$1K – – –
TFGT
492
TS Financial Group (TSFG)
Illinois
$1K – – –
CWA
493
Core Wealth Advisors
Florida
$1K +$1K +10 New
LSA
494
Lion Street Advisors
Texas
$1K +$1K +13 New
BC
495
Bartlett & Co
Ohio
$1K +$1K +14 New
WA
496
WBH Advisory
Maryland
$427 +$18 +173 +4%
GEA
497
Glen Eagle Advisors
New Jersey
$215 -$323 -3 -60%
WIM
498
Westside Investment Management
California
$42 +$42 +400 New
FGAM
499
Financial Gravity Asset Management
Texas
$17 +$5 +48 +43%
AWM
500
Affinity Wealth Management
Delaware
– -$21.3M -169,268 Closed
18 19
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