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 %
OPS
51
Orion Portfolio Solutions
Nebraska
$33.2M +$32.8M +222,475 +8,773%
FFA
52
Fragasso Financial Advisors
Pennsylvania
$32.7M +$508K +3,445 +2%
SPC
53
Sigma Planning Corp
Michigan
$32.6M +$16.6M +112,342 +103%
ACM
54
Armbruster Capital Management
New York
$32.5M -$4.46M -30,271 -12%
DWA
55
Dorsey Wright & Associates
California
$30.1M +$1.49M +10,124 +5%
FBFS
56
First Business Financial Services
Wisconsin
$29.1M +$498K +3,380 +2%
SFA
57
Stewardship Financial Advisors
Georgia
$27.3M -$2.43M -16,493 -8%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$27.2M +$2.27M +15,416 +9%
WDL
59
Well Done LLC
Michigan
$26.7M -$1.06M -7,195 -4%
ETS
60
ESL Trust Services
New York
$26.6M – – –
LPT
61
Legacy Private Trust
Wisconsin
$25.2M +$1.79M +12,156 +8%
BWA
62
Burt Wealth Advisors
Maryland
$25M -$89.3K -606 -0.4%
HighTower Advisors
63
HighTower Advisors
Illinois
$24.8M +$2.13M +14,473 +9%
FDCC
64
Foster Dykema Cabot & Co
Massachusetts
$23.9M -$464K -3,147 -2%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$22.6M +$8.5M +57,526 +60%
FWM
66
Focused Wealth Management
New York
$22.2M +$90.9K +617 +0.4%
RCM
67
Requisite Capital Management
Texas
$21.9M -$3.12M -21,162 -12%
SP
68
Symmetry Partners
Connecticut
$21.5M -$483K -3,279 -2%
IWS
69
Insight Wealth Strategies
California
$21.5M +$4.8M +32,588 +29%
PAG
70
Private Advisor Group
New Jersey
$21.4M -$84.3K -599 -0.4%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$21.1M +$647K +4,387 +3%
OCPWS
72
One Charles Private Wealth Services
Massachusetts
$19.8M +$3.86M +26,184 +24%
Stifel Financial
73
Stifel Financial
Missouri
$18.3M +$1.8M +12,206 +11%
RA
74
RFG Advisory
Alabama
$17.4M -$1.75M -11,874 -9%
OC
75
Oppenheimer & Co
New York
$17.4M -$1.53M -10,356 -8%
1 2
3
4 5