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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 %
SWP
101
Stratos Wealth Partners
Ohio
$10.3M +$140K +1,119 +1%
MTB
102
Mizuho Trust & Banking
Japan
$10M +$7.53M +60,000 +300%
VC
103
Veracity Capital
Georgia
$9.9M +$9.9M +78,850 New
DCM
104
Donaldson Capital Management
Indiana
$9.88M +$1.63M +13,015 +20%
CA
105
Crumly & Associates
Illinois
$9.83M +$9.83M +78,250 New
SPIA
106
Steward Partners Investment Advisory
New York
$9.74M -$598K -4,764 -6%
GCA
107
Genesee Capital Advisors
New York
$9.64M -$586K -4,664 -6%
SAM
108
Stringer Asset Management
Tennessee
$9.64M -$422K -3,360 -4%
SMG
109
Smart Money Group
Texas
$9.5M -$1.01M -8,038 -10%
CIAS
110
Capital Investment Advisory Services
North Carolina
$9.34M -$4.56M -36,303 -33%
AFC
111
Adaptive Financial Consulting
Ohio
$9.18M +$9.18M +73,114 New
CA
112
Cetera Advisors
Colorado
$8.87M +$685K +5,448 +8%
CFD
113
Creative Financial Designs
Indiana
$8.78M +$1.9M +15,089 +28%
CPIG
114
Chicago Partners Investment Group
Illinois
$8.55M +$776K +5,939 +10%
Lido Advisors
115
Lido Advisors
California
$8.37M -$678K -5,401 -7%
DILIC
116
Dai-ichi Life Insurance Company
Japan
$8.34M +$2.5M +19,922 +43%
MWM
117
McNaughton Wealth Management
California
$8.17M +$8.17M +65,088 New
REMPR
118
Roof Eidam Maycock Peralta (REMP)
California
$7.88M +$8.04K +64 +0.1%
IDA
119
Intelligence Driven Advisers
California
$7.77M -$849K -6,764 -10%
FAAS
120
First Allied Advisory Services
California
$7.76M -$2.89M -23,022 -27%
SWMG
121
Sanchez Wealth Management Group
Florida
$7.54M +$32.8K +261 +0.4%
AIP
122
Almanack Investment Partners
Pennsylvania
$7.52M -$2.41M -19,230 -24%
ACA
123
Ackerman Capital Advisors
Texas
$7.5M +$43.6K +347 +0.6%
DA
124
Detalus Advisors
Missouri
$7.38M +$7.38M +58,792 New
GT
125
Glenview Trust
Kentucky
$7.33M +$1.86M +14,804 +34%
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5
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