MTUM icon

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 %
AFC
101
Adaptive Financial Consulting
Ohio
$10.4M +$399K +3,046 +4%
JWM
102
Janiczek Wealth Management
Colorado
$10.2M +$565K +4,311 +6%
Citigroup
103
Citigroup
New York
$9.94M +$2.89M +22,053 +41%
SFPM
104
Sensible Financial Planning & Management
Massachusetts
$9.9M -$598K -4,567 -6%
UCFA
105
United Capital Financial Advisors
Texas
$9.66M +$3.59M +27,414 +59%
SMG
106
Smart Money Group
Texas
$9.56M -$3.62M -27,614 -27%
LIA
107
LS Investment Advisors
Michigan
$9.22M -$370K -2,825 -4%
FFN
108
Focus Financial Network
Minnesota
$9.2M -$382K -2,918 -4%
MWM
109
McNaughton Wealth Management
California
$8.94M +$111K +848 +1%
FA
110
Forefront Analytics
Pennsylvania
$8.8M +$895K +6,832 +11%
CPIG
111
Chicago Partners Investment Group
Illinois
$8.78M +$18K +129 +0.2%
CFD
112
Creative Financial Designs
Indiana
$8.74M +$601K +4,587 +7%
SFS
113
Sowell Financial Services
Arkansas
$8.7M +$5.21M +39,790 +150%
CCFM
114
Clear Creek Financial Management
Washington
$8.67M -$2.79M -21,313 -24%
CCP
115
Cardan Capital Partners
Colorado
$8.6M +$8.6M +65,676 New
AIA
116
Arrow Investment Advisors
Maryland
$8.43M -$830K -6,336 -9%
ASN
117
Advisory Services Network
Georgia
$8.43M +$354K +2,706 +4%
REMPR
118
Roof Eidam Maycock Peralta (REMP)
California
$8.27M +$31K +237 +0.4%
IB
119
Intrust Bank
Kansas
$8.25M +$8.25M +62,989 New
SKK
120
Shepherd Kaplan Krochuk
Massachusetts
$8.07M +$8.07M +61,632 New
DA
121
Detalus Advisors
Missouri
$8.04M +$113K +865 +1%
AFS
122
Access Financial Services
Minnesota
$8.03M -$559K -4,268 -7%
SWMG
123
Sanchez Wealth Management Group
Florida
$8.01M +$124K +945 +2%
SCM
124
Stonehearth Capital Management
Massachusetts
$7.83M +$7.83M +55,375 New
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$7.7M -$900K -6,869 -10%
3 4
5
6 7