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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 %
CONA
76
Capital One National Association
New York
$15.2M +$15.2M +121,209 New
CG
77
CFO4Life Group
Texas
$14.8M +$191K +1,524 +1%
HC
78
HNP Capital
New York
$14.6M +$422K +3,305 +3%
GWAG
79
Garrett Wealth Advisory Group
Texas
$14.3M -$496K -3,952 -3%
FA
80
Forefront Analytics
Pennsylvania
$14.2M -$291K -2,314 -2%
CF
81
Centaurus Financial
California
$14.2M +$1.65M +13,129 +13%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$13.7M -$15.1M -56,187 Closed
PAG
83
Private Advisor Group
New Jersey
$13.3M -$7.97M -63,496 -37%
QI
84
QS Investors
New York
$12.9M -$33.2M -263,129 -72%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$12.7M +$2.73M +21,764 +27%
PWS
86
Private Wealth Strategies
Ohio
$12.6M +$12.6M +100,319 New
CAG
87
Crestwood Advisors Group
Massachusetts
$12.3M +$199K +1,584 +2%
Stifel Financial
88
Stifel Financial
Missouri
$12.3M -$3.61M -28,759 -23%
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$12M +$12M +95,898 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$12M -$711K -5,662 -6%
JWM
91
Jackson Wealth Management
Florida
$11.9M +$64.2K +486 +0.5%
SPC
92
Sigma Planning Corp
Michigan
$11.6M -$4.85M -38,613 -29%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$11.5M -$55.4K -441 -0.5%
TWA
94
Tillar-Wenstrup Advisors
Ohio
$11.5M -$303K -2,415 -3%
SPI
95
Santori & Peters Inc
Pennsylvania
$11.1M +$457K +3,642 +4%
AFS
96
Access Financial Services
Minnesota
$11M +$335K +2,666 +3%
Goldman Sachs
97
Goldman Sachs
New York
$11M +$3.7M +29,438 +51%
KCM
98
Kathmere Capital Management
Pennsylvania
$10.9M +$10.9M +87,074 New
TWM
99
Trinity Wealth Management
Pennsylvania
$10.9M +$10.9M +86,895 New
CCA
100
Cobblestone Capital Advisors
New York
$10.5M +$308K +2,452 +3%
2 3
4
5 6