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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 %
WAS
151
Wealth Advisory Solutions
Indiana
$4.73M +$28.4K +217 +0.6%
FLA
152
Financial Life Advisors
Texas
$4.71M -$6.81K -52 -0.1%
SAM
153
Stringer Asset Management
Tennessee
$4.63M -$4.89M -37,332 -51%
ACA
154
Ackerman Capital Advisors
Texas
$4.58M -$2.01M -15,348 -30%
EH
155
Equitable Holdings
New York
$4.46M +$2.91M +22,212 +188%
LNC
156
Lincoln National Corp
Pennsylvania
$4.38M -$952K -7,265 -18%
Goldman Sachs
157
Goldman Sachs
New York
$4.36M -$10.2M -78,096 -70%
WP
158
WealthSource Partners
California
$4.34M -$14.4M -109,899 -77%
MFS
159
Madrona Financial Services
Washington
$4.26M +$140K +1,071 +3%
1832 Asset Management
160
1832 Asset Management
Ontario, Canada
$4.24M -$72.8K -770 -2%
PPWM
161
PFG Private Wealth Management
Florida
$4.15M -$84.1K -642 -2%
GFPC
162
Global Financial Private Capital
Florida
$4.15M +$200K +1,524 +5%
CFGS
163
Concourse Financial Group Securities
Alabama
$4.05M +$1.85M +14,093 +84%
PG
164
Prostatis Group
Maryland
$4.01M +$4.01M +30,588 New
CAG
165
Csenge Advisory Group
Florida
$3.96M +$3.65M +27,893 +1,213%
RFM
166
Royal Fund Management
Florida
$3.95M -$13K -99 -0.3%
OMC
167
Old Mission Capital
Illinois
$3.9M +$3.9M +29,763 New
CPC
168
Consolidated Planning Corp
Georgia
$3.83M +$415K +3,171 +12%
FIG
169
FundX Investment Group
California
$3.82M +$69K +527 +2%
CI
170
CX Institutional
Indiana
$3.74M +$3.71M +28,289 +12,743%
LCC
171
Lincoln Capital Corp
Rhode Island
$3.72M -$2.46M -18,798 -40%
BRWA
172
B. Riley Wealth Advisors
Florida
$3.69M +$4.06K +31 +0.1%
VC
173
Vicus Capital
Pennsylvania
$3.65M -$292K -2,229 -7%
AI
174
Atria Investments
North Carolina
$3.64M -$436K -3,331 -11%
KP
175
Keel Point
Alabama
$3.59M +$299K +2,286 +9%
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