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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 %
AIC
501
Archer Investment Corporation
Indiana
$2K -$3.18K -27 -61%
JWA
502
JFS Wealth Advisors
Pennsylvania
$2K – – –
First Manhattan
503
First Manhattan
New York
$2K – – –
IRC
504
Investors Research Corp
Georgia
$2K – – –
EW
505
Element Wealth
Mississippi
$2K +$2K +17 New
LC
506
Lindbrook Capital
California
$2K +$2K +18 New
LS
507
Leelyn Smith
Illinois
$1.33K +$1.33K +10,576 New
PO
508
Private Ocean
California
$1K -$217K -1,519 -100%
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$1K -$455 -5 -31%
FRA
510
Front Row Advisors
California
$1K – – –
LPWM
511
Lake Point Wealth Management
Texas
$1K +$1K +11 New
GEA
512
Glen Eagle Advisors
New Jersey
$630 – – –
PAA
513
Peregrine Asset Advisers
Oregon
$452 -$11 -88 -2%
PGAM
514
Princeton Global Asset Management
New Jersey
$187 -$423 -3,371 -69%
AC
515
Athanor Capital
New York
– -$19.4M -162,500 Closed
DF
516
Donoghue Forlines
Massachusetts
– -$17.5M -146,655 Closed
CWG
517
Cornerstone Wealth Group
North Carolina
– -$13.3M -111,421 Closed
WSTAM
518
Wilbanks Smith & Thomas Asset Management
Virginia
– -$12.9M -108,229 Closed
AIA
519
Arrow Investment Advisors
Maryland
– -$11.9K -99,542 Closed
ECM
520
ETrade Capital Management
Virginia
– -$4.88M -40,944 Closed
HW
521
Hamilton Wealth
California
– -$4.78M -40,086 Closed
I
522
INVST
Indiana
– -$4.73M -40,058 Closed
BGDI
523
BW Gestao de Investimentos
Brazil
– -$4.77M -40,000 Closed
CFG
524
Cooper Financial Group
California
– -$4.39M -36,770 Closed
GSWM
525
Golden State Wealth Management
California
– -$4.28M -35,870 Closed
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