MTUM icon

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 %
OMC
526
Old Mission Capital
Illinois
– -$3.9M -29,763 Closed
KP
527
Keel Point
Alabama
– -$3.59M -27,407 Closed
PS
528
Portfolio Strategies
New York
– -$2.25M -17,214 Closed
Susquehanna International Group
529
Susquehanna International Group
Pennsylvania
– -$2.06M -15,701 Closed
Squarepoint
530
Squarepoint
New York
– -$1.58M -12,068 Closed
Invesco
531
Invesco
Georgia
– -$1.28M -9,780 Closed
HCA
532
Heck Capital Advisors
Wisconsin
– -$1.24M -9,484 Closed
NFG
533
NewFocus Financial Group
Washington
– -$1.04M -7,946 Closed
CWS
534
Cypress Wealth Services
California
– -$505K -3,852 Closed
CA
535
Calton & Associates
Florida
– -$470K -3,588 Closed
TRCT
536
Tower Research Capital (TRC)
New York
– -$457K -3,483 Closed
TC
537
TAP Consulting
Missouri
– -$429K -3,273 Closed
ACP
538
Arcus Capital Partners
Georgia
– -$411K -3,141 Closed
Allianz Asset Management
539
Allianz Asset Management
Germany
– -$366K -2,793 Closed
BFPW
540
BOK Financial Private Wealth
Colorado
– -$328K -2,506 Closed
QC
541
QCM Cayman
Texas
– -$301K -2,296 Closed
IAA
542
Independent Advisor Alliance
North Carolina
– -$313K -2,196 Closed
UR
543
USCA RIA
Texas
– -$277K -2,118 Closed
VFM
544
Vivid Financial Management
California
– -$257K -1,958 Closed
TI
545
Trexquant Investment
Connecticut
– -$256K -1,954 Closed
PAS
546
Partnervest Advisory Services
California
– -$227K -1,731 Closed
MGIA
547
Moneta Group Investment Advisors
Missouri
– -$225K -1,718 Closed
NWP
548
Northstar Wealth Partners
Connecticut
– -$219K -1,672 Closed
AWM
549
Alterna Wealth Management
Texas
– -$207K -1,579 Closed
IF
550
Intrua Financial
Texas
– -$208K -1,461 Closed
19 20 21
22
23