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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 %
RWG
126
Regal Wealth Group
California
$7.31M +$97.4K +776 +1%
JG
127
Jefferies Group
New York
$7.22M +$7.22M +57,500 New
FFN
128
Focus Financial Network
Minnesota
$7.09M +$372K +2,959 +6%
PCM
129
Peak Capital Management
Colorado
$6.92M -$3.36M -26,615 -33%
CC
130
Chanos & Company
New York
$6.84M -$29.7M -236,295 -81%
IA
131
IndexIQ Advisors
New York
$6.82M +$3.39K +27 +0%
Jane Street
132
Jane Street
New York
$6.76M +$5.26M +41,855 +349%
LIA
133
LS Investment Advisors
Michigan
$6.69M +$1.65M +13,135 +33%
EFL
134
ERn Financial LLC
Wisconsin
$6.51M +$15.9K +127 +0.2%
ACA
135
Atlas Capital Advisors
Wyoming
$6.47M +$289K +2,300 +5%
BFG
136
Barber Financial Group
Kansas
$6.33M -$2.92M -23,221 -32%
PFA
137
Plotkin Financial Advisors
Maryland
$6.13M +$6.13M +48,792 New
MCA
138
Magnolia Capital Advisors
Mississippi
$6.06M +$6.06M +48,274 New
Citigroup
139
Citigroup
New York
$6.02M +$108K +864 +2%
IA
140
IFG Advisory
Georgia
$5.9M +$106K +842 +2%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$5.79M -$257K -2,042 -4%
CIC
142
Carnegie Investment Counsel
Ohio
$5.58M -$57.9K -461 -1%
3F
143
360 Financial
Minnesota
$5.55M +$5.55M +41,221 New
TCWM
144
Total Clarity Wealth Management
Illinois
$5.51M +$5.51M +43,861 New
EIA
145
Eldridge Investment Advisors
New Hampshire
$5.5M -$739K -5,884 -12%
UCFA
146
United Capital Financial Advisors
Texas
$5.47M +$456K +3,631 +9%
OWM
147
Opes Wealth Management
California
$5.47M +$709K +5,647 +15%
AWM
148
Adams Wealth Management
Utah
$5.36M +$5.36M +42,720 New
EWP
149
Engrave Wealth Partners
Texas
$5.31M +$5.31M +42,327 New
LNC
150
Lincoln National Corp
Pennsylvania
$5.18M +$671K +5,340 +15%
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