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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 %
DWA
51
Dorsey Wright & Associates
California
$25.7M +$23.1M +173,921 +877%
FBFS
52
First Business Financial Services
Wisconsin
$25.5M +$4.4M +33,573 +21%
WDL
53
Well Done LLC
Michigan
$24.6M -$629K -4,799 -2%
ETS
54
ESL Trust Services
New York
$23.7M +$20M +152,570 +545%
AI
55
AdvisorShares Investments
Maryland
$22.9M +$5.96M +45,468 +35%
BWA
56
Burt Wealth Advisors
Maryland
$22.3M +$203K +1,550 +0.9%
RCM
57
Requisite Capital Management
Texas
$22.2M -$5.15M -39,323 -19%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$22.2M +$9.83M +75,007 +79%
FDCC
59
Foster Dykema Cabot & Co
Massachusetts
$21.7M -$165K -1,262 -0.8%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$20.9M -$5.73M -43,766 -22%
LPT
61
Legacy Private Trust
Wisconsin
$20.8M +$2.84M +21,714 +16%
HighTower Advisors
62
HighTower Advisors
Illinois
$20.2M +$923K +7,044 +5%
PAG
63
Private Advisor Group
New Jersey
$20M +$1.62M +12,349 +9%
FWM
64
Focused Wealth Management
New York
$19.6M +$173K +1,323 +0.9%
SP
65
Symmetry Partners
Connecticut
$19.6M +$380K +2,900 +2%
PIN
66
Prudent Investors Network
California
$18.8M -$2.75M -20,997 -13%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$18.2M +$429K +3,271 +2%
RA
68
RFG Advisory
Alabama
$17.1M +$1.33M +10,182 +8%
OC
69
Oppenheimer & Co
New York
$16.8M -$676K -5,161 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$15.6M -$2.85M -21,753 -15%
GWAG
71
Garrett Wealth Advisory Group
Texas
$15.4M +$179K +1,366 +1%
CF
72
Centaurus Financial
California
$14.9M +$958K +7,312 +7%
IWS
73
Insight Wealth Strategies
California
$14.9M +$1.92M +14,692 +15%
Stifel Financial
74
Stifel Financial
Missouri
$14.7M +$921K +7,028 +7%
22CM
75
20/20 Capital Management
California
$14.3M -$6.87M -48,373 -32%
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