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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 %
FRA
501
Front Row Advisors
California
$5K – – –
GI
502
Gradient Investments
Minnesota
$5K +$1.53K +11 +44%
LDFR
503
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
CFB
504
Cullen/Frost Bankers
Texas
$4K +$4K +25 New
APC
505
Aspire Private Capital
North Carolina
$3K -$18.4K -129 -86%
SIS
506
Sound Income Strategies
Florida
$3K – – –
SL
507
Savior LLC
Massachusetts
$3K – – –
UWM
508
USAdvisors Wealth Management
Minnesota
$2.29K +$40 +274 +2%
BCWM
509
Bartlett & Co Wealth Management
Ohio
$2.06K – – –
First Manhattan
510
First Manhattan
New York
$2K – – –
BC
511
Bartlett & Co
Ohio
$2K – – –
JWA
512
JFS Wealth Advisors
Pennsylvania
$2K – – –
MFT
513
Moisand Fitzgerald Tamayo
Florida
$2K – – –
IRC
514
Investors Research Corp
Georgia
$2K – – –
TFGT
515
TS Financial Group (TSFG)
Illinois
$2K – – –
Millennium Management
516
Millennium Management
New York
$1.32K -$624 -4,230 -32%
CWA
517
Core Wealth Advisors
Florida
$1K – – –
RIM
518
Rockbridge Investment Management
New York
$1K – – –
AWM
519
Adams Wealth Management
Utah
$1K +$1K +8 New
BHB
520
Bank Hapoalim BM
Israel
$345 – – –
WIM
521
Westside Investment Management
California
$36 – – –
MTB
522
Mizuho Trust & Banking
Japan
– -$13.1M -100,000 Closed
CCFM
523
Clear Creek Financial Management
Washington
– -$8.67M -66,220 Closed
HF
524
HRT Financial
New York
– -$5.68M -43,346 Closed
DRS
525
Deane Retirement Strategies
Louisiana
– -$5.21M -39,768 Closed
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