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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 %
IUHSA
526
Itau Unibanco Holding S.A.
Brazil
– -$554K -4,413 Closed
RIA
527
Realta Investment Advisors
Delaware
– -$412K -3,325 Closed
PG
528
Prostatis Group
Maryland
– -$415K -3,301 Closed
QCG
529
Quadrant Capital Group
Ohio
– -$414K -3,300 Closed
UB
530
UMB Bank
Missouri
– -$413K -3,291 Closed
AWE
531
Avidian Wealth Enterprises
Texas
– -$397K -3,161 Closed
PWMG
532
Prestige Wealth Management Group
New Jersey
– -$394K -3,135 Closed
FP
533
Fiduciary Planning
Florida
– -$398K -3,023 Closed
Susquehanna International Group
534
Susquehanna International Group
Pennsylvania
– -$374K -2,975 Closed
HIS
535
Harvest Investment Services
Illinois
– -$370K -2,952 Closed
GSC
536
G&S Capital
Colorado
– -$363K -2,897 Closed
MSAM
537
Moloney Securities Asset Management
Missouri
– -$357K -2,840 Closed
TPA
538
Trivium Point Advisory
Connecticut
– -$343K -2,731 Closed
IWP
539
Icon Wealth Partners
Texas
– -$337K -2,683 Closed
FSC
540
Full Sail Capital
Oklahoma
– -$359K -2,662 Closed
PAS
541
Partnervest Advisory Services
California
– -$323K -2,570 Closed
BBHC
542
Brown Brothers Harriman & Co
New York
– -$307K -2,449 Closed
SFC
543
SYM Financial Corp
Indiana
– -$303K -2,415 Closed
FNT
544
First National Trust
Pennsylvania
– -$293K -2,332 Closed
CT
545
Columbia Trust
Oregon
– -$290K -2,315 Closed
DE
546
Day & Ennis
Georgia
– -$284K -2,265 Closed
EWA
547
EP Wealth Advisors
California
– -$276K -2,199 Closed
PAS
548
Park Avenue Securities
New York
– -$253K -2,012 Closed
CL
549
Cabana LLC
Arkansas
– -$251K -1,999 Closed
NIPH
550
NN Investment Partners Holdings
Netherlands
– -$245K -1,949 Closed
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