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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 %
S
476
SignatureFD
Georgia
$10K +$6.58K +52 +193%
BW
477
Bison Wealth
Georgia
$10K +$10K +75 New
HI
478
Hoey Investments
Pennsylvania
$9K – – –
DI
479
Disciplined Investments
Oklahoma
$9K – – –
JGIA
480
Jackson Grant Investment Advisers
Connecticut
$8K -$3.74K -29 -32%
MHR
481
Matthew Hamilton Rosenberg
$8K +$8K +60 New
HS
482
Horan Securities
United States
$7K – – –
CHA
483
Carmichael Hill & Associates
Maryland
$7K – – –
AWM
484
AllSquare Wealth Management
New York
$7K +$7K +50 New
TFA
485
Transamerica Financial Advisors
Florida
$6K +$6K +44 New
OC
486
Oakworth Capital
Alabama
$6K +$6K +46 New
CCA
487
Column Capital Advisors
Indiana
$6K +$6K +48 New
FRA
488
Front Row Advisors
California
$5K – – –
FANJ
489
Financial Architects (New Jersey)
New Jersey
$4K – – –
PGAM
490
Princeton Global Asset Management
New Jersey
$4K – – –
LDFR
491
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
NR
492
Newfound Research
Massachusetts
$4K +$3.2K +24 +400%
FEG
493
Financial Enhancement Group
Indiana
$3K -$5.55K -37 -65%
SIS
494
Sound Income Strategies
Florida
$3K – – –
SL
495
Savior LLC
Massachusetts
$3K – – –
GI
496
Gradient Investments
Minnesota
$3K +$3K +25 New
AIC
497
Archer Investment Corporation
Indiana
$2.23K – – –
SF
498
Synovus Financial
Georgia
$2K -$436K -4,139 -100%
BC
499
Bartlett & Co
Ohio
$2K – – –
JWA
500
JFS Wealth Advisors
Pennsylvania
$2K – – –
18 19
20
21 22