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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 %
CSPIA
476
Cary Street Partners Investment Advisory
Virginia
$22K +$22K +150 New
BC
477
Barnett & Company
Tennessee
$20K – – –
JFA
478
JNBA Financial Advisors
Minnesota
$20K – – –
CFN
479
Cordasco Financial Network
Florida
$19K – – –
EWM
480
Edge Wealth Management
New York
$19K +$19K +129 New
SXL
481
Summit X LLC
Missouri
$17.5K +$18 +12 +0.1%
AIL
482
AGF Investments LLC
Ontario, Canada
$17K -$2.18K -15 -11%
HI
483
Human Investing
Oregon
$17K – – –
CHAM
484
Clear Harbor Asset Management
Connecticut
$16.2K +$16.2K +110 New
SFPG
485
Stonebridge Financial Planning Group
Florida
$15K +$15K +100 New
DSC
486
Duncker Streett & Co
Missouri
$12K – – –
S
487
SignatureFD
Georgia
$12K – – –
CCA
488
Column Capital Advisors
Indiana
$11K +$3.87K +26 +54%
DI
489
Disciplined Investments
Oklahoma
$10K – – –
HI
490
Hoey Investments
Pennsylvania
$10K – – –
CCM
491
Chiron Capital Management
Florida
$10K +$10K +70 New
JGIA
492
Jackson Grant Investment Advisers
Connecticut
$9K – – –
MHR
493
Matthew Hamilton Rosenberg
$9K – – –
CHA
494
Carmichael Hill & Associates
Maryland
$8K – – –
FEG
495
Financial Enhancement Group
Indiana
$8K +$5.19K +37 +185%
OC
496
Oakworth Capital
Alabama
$7K – – –
AWM
497
AllSquare Wealth Management
New York
$7K – – –
BWA
498
BDO Wealth Advisors
Florida
$7K +$7K +45 New
RWA
499
Ropes Wealth Advisors
Massachusetts
$7K +$7K +49 New
BW
500
Bison Wealth
Georgia
$6K -$4.47K -32 -43%
18 19
20
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