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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 %
AWA
126
ARQ Wealth Advisors
Arizona
$7.59M -$96K -733 -1%
IA
127
IFG Advisory
Georgia
$7.56M +$844K +6,443 +13%
Lido Advisors
128
Lido Advisors
California
$6.78M -$489K -3,735 -7%
TWM
129
Trinity Wealth Management
Pennsylvania
$6.7M -$2.13M -16,291 -24%
EWP
130
Engrave Wealth Partners
Texas
$6.65M +$747K +5,700 +13%
CA
131
Cetera Advisors
Colorado
$6.46M +$816K +6,229 +14%
EFL
132
ERn Financial LLC
Wisconsin
$6.23M -$946K -7,219 -13%
APA
133
American Portfolios Advisors
New York
$6.03M +$634K +4,839 +12%
GC
134
GFG Capital
Florida
$6.02M +$3.24M +24,750 +117%
Franklin Resources
135
Franklin Resources
California
$5.89M +$5.25M +37,138 +817%
CIC
136
Carnegie Investment Counsel
Ohio
$5.77M -$222K -1,695 -4%
PFA
137
Plotkin Financial Advisors
Maryland
$5.74M -$323K -2,466 -5%
RWG
138
Regal Wealth Group
California
$5.72M -$37.9K -289 -0.7%
CAM
139
Cozad Asset Management
Illinois
$5.71M +$5.71M +43,613 New
PA
140
Parallel Advisors
California
$5.68M -$1.98M -15,128 -26%
HF
141
HRT Financial
New York
$5.68M -$9.6M -73,256 -63%
IDA
142
Intelligence Driven Advisers
California
$5.6M -$657K -5,015 -11%
OWM
143
Opes Wealth Management
California
$5.47M -$40.2K -307 -0.7%
IWP
144
IAG Wealth Partners
Wisconsin
$5.39M +$2.18M +16,614 +68%
SWP
145
Strategic Wealth Partners
Ohio
$5.38M +$5.38M +41,028 New
3F
146
360 Financial
Minnesota
$5.36M -$139K -1,022 -3%
DRS
147
Deane Retirement Strategies
Louisiana
$5.21M +$5.21M +39,768 New
EIA
148
Eldridge Investment Advisors
New Hampshire
$5.17M -$55.9K -427 -1%
MCA
149
Magnolia Capital Advisors
Mississippi
$5.01M +$3.82M +29,190 +323%
SCP
150
Syntal Capital Partners
Texas
$4.73M +$649K +4,958 +16%
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