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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 %
PIN
76
Prudent Investors Network
California
$17.3M -$3.9M -26,488 -18%
GWAG
77
Garrett Wealth Advisory Group
Texas
$17.2M -$79K -536 -0.5%
MML Investors Services
78
MML Investors Services
Massachusetts
$17M -$516K -3,500 -3%
LF
79
Lee Financial
Texas
$16.6M +$1.81M +12,281 +12%
SPI
80
Santori & Peters Inc
Pennsylvania
$15.8M +$544K +3,688 +4%
CAG
81
Crestwood Advisors Group
Massachusetts
$14.9M -$336K -2,282 -2%
CG
82
CFO4Life Group
Texas
$14.5M -$1.39M -9,455 -9%
REMPR
83
Roof Eidam Maycock Peralta (REMP)
California
$14.4M +$5.14M +34,864 +55%
I
84
INVST
Indiana
$14.3M +$1.96M +13,107 +16%
22CM
85
20/20 Capital Management
California
$14.2M -$654K -4,437 -4%
KCM
86
Kathmere Capital Management
Pennsylvania
$14.2M +$903K +6,128 +7%
IDA
87
Intelligence Driven Advisers
California
$14.2M +$7.87M +53,420 +125%
PWS
88
Private Wealth Strategies
Ohio
$14.2M +$1.04M +7,050 +8%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$13.9M +$924K +6,331 +7%
US Bancorp
90
US Bancorp
Minnesota
$13.7M -$1.93M -13,095 -12%
CF
91
Centaurus Financial
California
$13.7M -$3.09M -20,931 -18%
KAS
92
Kestra Advisory Services
Texas
$13.5M +$13.5M +91,588 New
FA
93
Fortis Advisors
Pennsylvania
$13.2M -$1.88M -12,742 -12%
FA
94
Forefront Analytics
Pennsylvania
$13.2M +$3.31M +22,463 +33%
SPIA
95
Steward Partners Investment Advisory
New York
$13.1M -$524K -3,556 -4%
EC
96
Estate Counselors
Wisconsin
$13M +$265K +1,800 +2%
PS
97
Planned Solutions
California
$13M +$13M +87,888 New
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$12.9M +$12.9M +87,796 New
ACA
99
Atlas Capital Advisors
Wyoming
$12.9M -$445K -3,020 -3%
DCM
100
Donaldson Capital Management
Indiana
$12.7M +$67.5K +458 +0.5%
2 3
4
5 6