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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 %
BWM
551
BerganKDV Wealth Management
Minnesota
– -$43K -407 Closed
AIS
552
Accurate Investment Solutions
Pennsylvania
– -$36K -339 Closed
CAN
553
Claraphi Advisory Network
United States
– -$32K -304 Closed
CTB
554
Country Trust Bank
Illinois
– -$23K -220 Closed
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$19K -179 Closed
PCTC
556
Perkins Coie Trust Company
Washington
– -$19K -174 Closed
FGAM
557
Financial Gravity Asset Management
Texas
– -$17 -160 Closed
MAM
558
Meeder Asset Management
Ohio
– -$13K -121 Closed
BWM
559
Baystate Wealth Management
Massachusetts
– -$12K -114 Closed
ECM
560
ExodusPoint Capital Management
New York
– -$11K -100 Closed
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
– -$9K -86 Closed
OFG
562
OmniStar Financial Group
North Carolina
– -$7K -64 Closed
CTC
563
Central Trust Company
Missouri
– -$6K -52 Closed
EWM
564
EPG Wealth Management
Georgia
– -$5K -48 Closed
PB
565
Pinnacle Bancorp
Nebraska
– -$5K -44 Closed
TF
566
Tompkins Financial
New York
– -$2K -20 Closed
IA
567
IndexIQ Advisors
New York
– -$1K -14 Closed
LSA
568
Lion Street Advisors
Texas
– -$1K -13 Closed
HNB
569
Huntington National Bank
Ohio
– -$33K – –
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