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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$22.6M -$46.5M -370,315 -67%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$22.5M -$3.72M -38,275 -14%
FDCC
53
Foster Dykema Cabot & Co
Massachusetts
$22.3M -$2.51M -20,003 -10%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$22.3M -$1.22M -9,751 -5%
BWA
55
Burt Wealth Advisors
Maryland
$21.4M +$405K +3,228 +2%
AWM
56
Affinity Wealth Management
Delaware
$21.3M +$199K +1,585 +0.9%
OC
57
Oppenheimer & Co
New York
$20.7M -$3.98M -31,685 -16%
PA
58
Parallel Advisors
California
$20.6M -$4.74M -37,742 -19%
PPFA
59
Provida Pension Fund Administrator
Chile
$20.1M +$12.8M +102,000 +174%
ECM
60
ExodusPoint Capital Management
New York
$19.8M -$20.9M -166,771 -51%
HighTower Advisors
61
HighTower Advisors
Illinois
$19.4M +$200K +1,590 +1%
22CM
62
20/20 Capital Management
California
$19.3M +$19.3M +144,602 New
FA
63
Fortis Advisors
Pennsylvania
$18.9M +$1.45M +11,584 +8%
PIN
64
Prudent Investors Network
California
$18.6M +$18.6M +148,411 New
FWM
65
Focused Wealth Management
New York
$18.1M +$1.78M +14,197 +11%
F
66
F3Logic
Minnesota
$18M +$14.4M +114,960 +402%
VRM
67
Vectors Research Management
New York
$17M +$614K +4,891 +4%
PWS
68
Paragon Wealth Strategies
Florida
$16.5M +$171K +1,358 +1%
SP
69
Symmetry Partners
Connecticut
$16.3M -$477 -4 -0%
CCFM
70
Clear Creek Financial Management
Washington
$16.2M +$12M +93,345 +287%
US Bancorp
71
US Bancorp
Minnesota
$16M -$4.98M -39,628 -24%
LPT
72
Legacy Private Trust
Wisconsin
$15.9M -$113K -903 -0.7%
WP
73
WealthSource Partners
California
$15.9M +$3.95M +31,452 +33%
RA
74
RFG Advisory
Alabama
$15.7M +$1.87M +14,901 +14%
FSA
75
Financial Sense Advisors
California
$15.3M +$1.77M +14,083 +13%
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