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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 %
SPC
76
Sigma Planning Corp
Michigan
$14.2M +$780K +5,952 +6%
CG
77
CFO4Life Group
Texas
$14.2M -$1.03M -7,900 -7%
OCPWS
78
One Charles Private Wealth Services
Massachusetts
$14.2M +$1.03M +7,834 +8%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$14.1M -$14.1M – –
US Bancorp
80
US Bancorp
Minnesota
$13.9M -$1.76M -13,416 -11%
SPI
81
Santori & Peters Inc
Pennsylvania
$13.6M +$1.14M +8,708 +9%
CAG
82
Crestwood Advisors Group
Massachusetts
$13.5M +$598K +4,565 +5%
FA
83
Fortis Advisors
Pennsylvania
$13.4M -$10.8M -82,179 -44%
LF
84
Lee Financial
Texas
$13.2M +$10.2M +78,149 +351%
MTB
85
Mizuho Trust & Banking
Japan
$13.1M +$7.86M +60,000 +150%
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$12.5M +$600K +4,581 +5%
SPIA
87
Steward Partners Investment Advisory
New York
$12.1M +$178K +1,357 +1%
PA
88
Prism Advisors
California
$11.9M +$11.9M +90,697 New
ACA
89
Atlas Capital Advisors
Wyoming
$11.8M +$1.59M +12,134 +16%
TWA
90
Tillar-Wenstrup Advisors
Ohio
$11.8M -$2.3M -17,560 -16%
KCM
91
Kathmere Capital Management
Pennsylvania
$11.8M -$6.31M -48,158 -35%
PWS
92
Private Wealth Strategies
Ohio
$11.7M -$1.12M -8,528 -9%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$11.7M +$474K +3,618 +4%
EC
94
Estate Counselors
Wisconsin
$11.3M +$773K +5,900 +7%
DCM
95
Donaldson Capital Management
Indiana
$11.2M +$605K +4,617 +6%
CCA
96
Cobblestone Capital Advisors
New York
$11.2M +$214K +1,630 +2%
GT
97
Glenview Trust
Kentucky
$11M +$3.03M +23,110 +38%
I
98
INVST
Indiana
$11M +$2.81M +21,161 +34%
CF
99
Copperwynd Financial
Arizona
$10.6M +$10.6M +81,254 New
SWP
100
Stratos Wealth Partners
Ohio
$10.5M -$118K -901 -1%
2 3
4
5 6