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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 %
APA
151
American Portfolios Advisors
New York
$4.96M +$337K +2,686 +7%
CF
152
Copperwynd Financial
Arizona
$4.93M +$4.93M +39,275 New
SFPM
153
Sensible Financial Planning & Management
Massachusetts
$4.87M +$2.94M +23,451 +153%
BCI
154
Brinker Capital Investments
Pennsylvania
$4.66M +$807K +6,427 +21%
BFA
155
Beaumont Financial Advisors
Massachusetts
$4.65M +$452K +3,598 +11%
FLA
156
Financial Life Advisors
Texas
$4.38M -$64.2K -511 -1%
MWA
157
Meridian Wealth Advisors
Texas
$4.37M +$501K +3,988 +13%
PFA
158
Professional Financial Advisors
Nebraska
$4.37M +$4.37M +34,765 New
RCS
159
Retirement Capital Strategies
California
$4.27M +$92.4K +736 +2%
VC
160
Vicus Capital
Pennsylvania
$4.14M -$51.1K -407 -1%
GFPC
161
Global Financial Private Capital
Florida
$4.14M +$315K +2,506 +8%
BRWA
162
B. Riley Wealth Advisors
Florida
$4.13M -$606K -4,825 -13%
AI
163
Atria Investments
North Carolina
$4.12M -$4M -31,823 -49%
LCC
164
Lincoln Capital Corp
Rhode Island
$4.1M +$2.07M +16,487 +102%
SA
165
Shilanski & Associates
Alaska
$4.04M +$63.9K +509 +2%
GVAG
166
Great Valley Advisor Group
Delaware
$4.02M -$8.01M -63,829 -67%
PPWM
167
PFG Private Wealth Management
Florida
$3.98M +$3.98M +31,693 New
MFS
168
Madrona Financial Services
Washington
$3.94M +$30.8K +245 +0.8%
WAS
169
Wealth Advisory Solutions
Indiana
$3.93M +$3.93M +31,283 New
NFG
170
Next Financial Group
Texas
$3.91M -$524K -4,172 -12%
RFM
171
Royal Fund Management
Florida
$3.81M +$216K +1,718 +6%
JIP
172
Jaffetilchin Investment Partners
Florida
$3.77M -$19.1K -152 -0.5%
ETS
173
ESL Trust Services
New York
$3.52M +$3.52M +28,000 New
CCMG
174
Clark Capital Management Group
Pennsylvania
$3.5M -$61.3M -488,441 -95%
DWM
175
Darwin Wealth Management
Florida
$3.37M -$524K -4,177 -13%
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