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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 %
FTIOP
526
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$4.25M -35,650 Closed
CS
527
Comerica Securities
Michigan
– -$4.07M -34,119 Closed
MWM
528
Merriman Wealth Management
Washington
– -$3.77M -31,599 Closed
DWA
529
Dorsey Wright & Associates
California
– -$3.35M -28,106 Closed
Prudential Financial
530
Prudential Financial
New Jersey
– -$2.76M -23,164 Closed
SHJ
531
Sharkey, Howes & Javer
Colorado
– -$2.35M -19,672 Closed
SFWA
532
Summit Financial Wealth Advisors
Louisiana
– -$2.31M -19,445 Closed
M&T Bank
533
M&T Bank
New York
– -$1.76M -14,726 Closed
NFG
534
Nations Financial Group
Iowa
– -$1.77M -14,723 Closed
HPC
535
Hobart Private Capital
North Carolina
– -$1.54M -12,914 Closed
BRWM
536
B. Riley Wealth Management
Tennessee
– -$1.49M -12,505 Closed
CAM
537
Concorde Asset Management
Michigan
– -$1.47M -12,346 Closed
LA
538
LVW Advisors
New York
– -$1.45M -12,172 Closed
OWA
539
Outlook Wealth Advisors
Texas
– -$1.43M -11,986 Closed
TF
540
Trek Financial
Arizona
– -$1.34M -11,271 Closed
RCG
541
Ruggie Capital Group
Florida
– -$1.32M -11,024 Closed
VWM
542
Venturi Wealth Management
Texas
– -$887K -7,439 Closed
CA
543
Corrado Advisors
New Jersey
– -$881K -7,385 Closed
MBT
544
Montecito Bank & Trust
California
– -$827K -6,934 Closed
CWM
545
Cornerstone Wealth Management
Missouri
– -$794K -6,658 Closed
BPWA
546
Beacon Pointe Wealth Advisors
California
– -$737K -6,176 Closed
VAS
547
Vestmark Advisory Solutions
Massachusetts
– -$706K -5,919 Closed
DMC
548
Drexel Morgan & Co
Pennsylvania
– -$679K -5,695 Closed
AWM
549
Alterna Wealth Management
Texas
– -$671K -5,631 Closed
CL
550
CPWM LLC
Washington
– -$646K -5,420 Closed
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