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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 %
BHWM
551
Bay Harbor Wealth Management
Maryland
– -$611K -5,127 Closed
BHWA
552
Beacon Harbor Wealth Advisors
Virginia
– -$481K -4,029 Closed
PPP
553
Private Portfolio Partners
New Jersey
– -$455K -3,813 Closed
CFG
554
CMC Financial Group
Georgia
– -$371K -3,113 Closed
PCG
555
Private Capital Group
Connecticut
– -$360K -3,022 Closed
PCM
556
Penserra Capital Management
California
– -$359K -3,016 Closed
LRIA
557
Leonard Rickey Investment Advisors
Washington
– -$340K -2,852 Closed
KP
558
Keel Point
Alabama
– -$314K -2,629 Closed
HFA
559
High Falls Advisors
New York
– -$307K -2,578 Closed
WT
560
Washington Trust
Rhode Island
– -$277K -2,307 Closed
5L
561
55I LLC
Massachusetts
– -$258K -2,161 Closed
PFA
562
Pettinga Financial Advisors
Indiana
– -$257K -2,157 Closed
SWM
563
Sequoia Wealth Management
Illinois
– -$247K -2,063 Closed
GM
564
GeoWealth Management
Illinois
– -$240K -2,013 Closed
JC
565
Jentner Corp
Ohio
– -$228K -1,911 Closed
FPGK
566
Financial Partners Group (Kansas)
Kansas
– -$218K -1,825 Closed
OFG
567
OmniStar Financial Group
North Carolina
– -$207K -1,737 Closed
QT
568
Quantbot Technologies
New York
– -$185K -1,552 Closed
APSP
569
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$107K -901 Closed
TC
570
Truvestments Capital
Florida
– -$60K -502 Closed
LWM
571
Lenox Wealth Management
Ohio
– -$35K -301 Closed
CAN
572
Claraphi Advisory Network
United States
– -$31K -263 Closed
EWM
573
Elmwood Wealth Management
California
– -$25K -210 Closed
ST
574
Smithfield Trust
Pennsylvania
– -$16K -131 Closed
SB
575
Strategic Blueprint
Georgia
– -$13K -113 Closed
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