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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 %
OAM
526
Occidental Asset Management
California
– -$971K -9,123 Closed
TCA
527
Transcend Capital Advisors
New Jersey
– -$960K -9,015 Closed
MAFM
528
Mid Atlantic Financial Management
Pennsylvania
– -$606K -5,691 Closed
C1AG
529
Client 1st Advisory Group
Florida
– -$543K -5,103 Closed
WWM
530
Windsor Wealth Management
Indiana
– -$503K -4,720 Closed
WKWM
531
Walter & Keenan Wealth Management
Indiana
– -$377K -3,718 Closed
GTAM
532
Global Trust Asset Management
Florida
– -$356K -3,234 Closed
GLA
533
Great Lakes Advisors
Illinois
– -$321K -3,012 Closed
FTUS
534
Flow Traders U.S.
New York
– -$303K -2,843 Closed
PK
535
Pflug Koory
Nebraska
– -$300K -2,820 Closed
AWM
536
Adams Wealth Management
Utah
– -$256K -2,403 Closed
SDWMA
537
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$246K -2,310 Closed
Wealthfront Advisers
538
Wealthfront Advisers
California
– -$229K -2,150 Closed
PAG
539
Private Advisory Group
Washington
– -$221K -2,080 Closed
WT
540
Whittier Trust
California
– -$201K -1,890 Closed
PP
541
PagnatoKarp Partners
Virginia
– -$200K -1,881 Closed
5L
542
55I LLC
Massachusetts
– -$208K -1,864 Closed
TWA
543
TCI Wealth Advisors
Arizona
– -$196K -1,845 Closed
AA
544
Advisory Alpha
Michigan
– -$167K -1,448 Closed
TCOV
545
Trust Company of Vermont
Vermont
– -$117K -1,095 Closed
KFI
546
Key Financial Inc
Pennsylvania
– -$101K -922 Closed
MIM
547
Macroview Investment Management
Maryland
– -$88K -831 Closed
MCM
548
McMillion Capital Management
North Carolina
– -$50K -466 Closed
WCM
549
Wealthcare Capital Management
Virginia
– -$47K -437 Closed
SWA
550
Stratos Wealth Advisors
Ohio
– -$44K -413 Closed
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