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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 %
DA
126
Detalus Advisors
Missouri
$8.74M -$306K -2,077 -3%
Creative Planning
127
Creative Planning
Kansas
$8.65M +$7.72M +52,342 +829%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$8.5M -$159K -1,076 -2%
CCP
129
Cardan Capital Partners
Colorado
$8.43M -$1.25M -8,481 -13%
BRWA
130
B. Riley Wealth Advisors
Florida
$8.26M +$4.11M +27,872 +99%
AWA
131
ARQ Wealth Advisors
Arizona
$8.14M -$407K -2,760 -5%
SAM
132
Stringer Asset Management
Tennessee
$7.84M +$2.62M +17,780 +50%
EWP
133
Engrave Wealth Partners
Texas
$7.83M +$383K +2,611 +5%
DT
134
Diversified Trust
Tennessee
$7.71M -$37M -251,034 -83%
HFS
135
Horizon Financial Services
North Carolina
$7.57M +$7.57M +51,349 New
Lido Advisors
136
Lido Advisors
California
$7.52M -$108K -735 -1%
CIC
137
Carnegie Investment Counsel
Ohio
$7.5M +$1.02M +6,904 +16%
CGFA
138
Colton Groome Financial Advisors
North Carolina
$7.47M +$4.82M +32,677 +182%
CA
139
Cetera Advisors
Colorado
$7.38M +$110K +748 +2%
EFL
140
ERn Financial LLC
Wisconsin
$7.2M +$192K +1,301 +3%
EWF
141
Epstein & White Financial
California
$7.08M +$7.08M +48,134 New
WAS
142
Wealth Advisory Solutions
Indiana
$6.91M +$1.59M +10,809 +30%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$6.88M -$16.7M -113,012 -71%
Goldman Sachs
144
Goldman Sachs
New York
$6.87M +$1.97M +13,357 +40%
BFG
145
Baron Financial Group
New Jersey
$6.84M +$6.84M +46,435 New
GC
146
GFG Capital
Florida
$6.75M -$34.5K -234 -0.5%
TWA
147
Tillar-Wenstrup Advisors
Ohio
$6.64M -$6.66M -45,178 -50%
PG
148
Prostatis Group
Maryland
$6.56M +$2.05M +13,932 +46%
IWP
149
IAG Wealth Partners
Wisconsin
$6.52M +$450K +3,052 +7%
CAM
150
Cozad Asset Management
Illinois
$6.44M +$15.5K +105 +0.2%
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