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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 %
PWS
501
Paragon Wealth Strategies
Florida
– -$16.5M -131,470 Closed
HC
502
HNP Capital
New York
– -$14.6M -114,211 Closed
JWM
503
Jackson Wealth Management
Florida
– -$11.9M -90,275 Closed
DILIC
504
Dai-ichi Life Insurance Company
Japan
– -$8.34M -66,404 Closed
JG
505
Jefferies Group
New York
– -$7.22M -57,500 Closed
TCWM
506
Total Clarity Wealth Management
Illinois
– -$5.51M -43,861 Closed
CF
507
Copperwynd Financial
Arizona
– -$4.93M -39,275 Closed
BFA
508
Beaumont Financial Advisors
Massachusetts
– -$4.65M -37,051 Closed
JIP
509
Jaffetilchin Investment Partners
Florida
– -$3.77M -30,000 Closed
Squarepoint
510
Squarepoint
New York
– -$3.05M -24,292 Closed
CIM
511
Cambria Investment Management
California
– -$3.02M -24,065 Closed
S
512
Surevest
California
– -$1.68M -13,396 Closed
SI
513
Stephens Inc
Arkansas
– -$1.66M -13,232 Closed
TCM
514
Tuttle Capital Management
Connecticut
– -$1.48M -11,800 Closed
SG
515
StoneX Group
New York
– -$1.32M -10,548 Closed
ONB
516
Old National Bancorp
Indiana
– -$1.04M -8,300 Closed
TC
517
TownSquare Capital
Utah
– -$968K -7,711 Closed
OMC
518
Old Mission Capital
Illinois
– -$904K -7,197 Closed
CS
519
Credit Suisse
Switzerland
– -$890K -7,090 Closed
CG
520
Cutler Group
California
– -$865K -6,891 Closed
CC
521
Copperleaf Capital
North Carolina
– -$829K -6,602 Closed
BFM
522
Boothbay Fund Management
New York
– -$799K -6,362 Closed
CIA
523
Compass Ion Advisors
Pennsylvania
– -$778K -6,198 Closed
RA
524
Rational Advisors
New York
– -$741K -5,900 Closed
TI
525
Trexquant Investment
Connecticut
– -$740K -5,897 Closed
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