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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 %
GT
101
Glenview Trust
Kentucky
$12.6M +$181K +1,227 +1%
UCFA
102
United Capital Financial Advisors
Texas
$12.5M +$1.59M +10,792 +15%
CCA
103
Cobblestone Capital Advisors
New York
$12.4M -$130K -884 -1%
CF
104
Copperwynd Financial
Arizona
$11.9M -$49.2K -334 -0.4%
PA
105
Prism Advisors
California
$11.8M -$1.57M -10,672 -12%
AFC
106
Adaptive Financial Consulting
Ohio
$11.8M +$125K +850 +1%
SMG
107
Smart Money Group
Texas
$11.7M +$981K +6,658 +9%
SCM
108
Stonehearth Capital Management
Massachusetts
$11.6M +$3.44M +23,347 +42%
JWM
109
Janiczek Wealth Management
Colorado
$11.5M +$9.14K +62 +0.1%
FFN
110
Focus Financial Network
Minnesota
$10.9M +$506K +3,436 +5%
APA
111
American Portfolios Advisors
New York
$10.8M +$4.05M +27,505 +60%
SWP
112
Stratos Wealth Partners
Ohio
$10.7M -$1.06M -7,208 -9%
SFPM
113
Sensible Financial Planning & Management
Massachusetts
$10.7M -$455K -3,084 -4%
MCA
114
Magnolia Capital Advisors
Mississippi
$9.98M +$4.34M +29,470 +77%
BMM
115
Berkshire Money Management
Massachusetts
$9.82M +$9.82M +66,639 New
ASN
116
Advisory Services Network
Georgia
$9.63M +$146K +988 +2%
Citigroup
117
Citigroup
New York
$9.48M -$1.7M -11,546 -15%
LIA
118
LS Investment Advisors
Michigan
$9.42M -$957K -6,493 -9%
MWM
119
McNaughton Wealth Management
California
$9.25M -$800K -5,431 -8%
IA
120
IFG Advisory
Georgia
$9.22M +$717K +4,867 +8%
SWMG
121
Sanchez Wealth Management Group
Florida
$9.09M +$81.1K +550 +0.9%
CPIG
122
Chicago Partners Investment Group
Illinois
$9.06M -$73.5K -507 -0.8%
AIA
123
Arrow Investment Advisors
Maryland
$8.88M -$610K -4,138 -6%
AFS
124
Access Financial Services
Minnesota
$8.85M -$186K -1,264 -2%
VC
125
Veracity Capital
Georgia
$8.74M +$7.65M +51,872 +698%
3 4
5
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