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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 %
BC
501
Bartlett & Co
Ohio
$2K – – –
JWA
502
JFS Wealth Advisors
Pennsylvania
$2K – – –
TFGT
503
TS Financial Group (TSFG)
Illinois
$2K – – –
MFT
504
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +13 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$1.83K – – –
CWA
506
Core Wealth Advisors
Florida
$1K – – –
RIM
507
Rockbridge Investment Management
New York
$1K +$1K +5 New
GEA
508
Glen Eagle Advisors
New Jersey
$266 – – –
TI
509
tru Independence
Oregon
$89 +$89 +686 New
WIM
510
Westside Investment Management
California
$32 -$19 -150 -38%
GA
511
Gateway Advisory
New Jersey
– -$49.7M -467,137 Closed
CC
512
Chanos & Company
New York
– -$13.6M -127,705 Closed
BSAM
513
Blue Sky Asset Management
Colorado
– -$12.4M -116,885 Closed
CA
514
Crumly & Associates
Illinois
– -$10.1M -94,637 Closed
FFG
515
Frisch Financial Group
New York
– -$6.55M -61,462 Closed
WAM
516
Wolverine Asset Management
Illinois
– -$5.86M -55,000 Closed
Qube Research & Technologies (QRT)
517
Qube Research & Technologies (QRT)
United Kingdom
– -$5.37M -50,382 Closed
QI
518
QS Investors
New York
– -$4.31M -40,462 Closed
GSWM
519
Golden State Wealth Management
California
– -$3.8M -35,695 Closed
Jane Street
520
Jane Street
New York
– -$3.08M -28,929 Closed
Citadel Advisors
521
Citadel Advisors
Florida
– -$2.77M -26,025 Closed
MIAN
522
Mariner Independent Advisor Network
Kansas
– -$1.82M -17,644 Closed
VRM
523
Vectors Research Management
New York
– -$1.72M -16,125 Closed
ACP
524
Aveo Capital Partners
Colorado
– -$1.66M -15,620 Closed
Koshinski Asset Management
525
Koshinski Asset Management
Illinois
– -$1.02M -9,536 Closed
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