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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 %
AIP
151
Almanack Investment Partners
Pennsylvania
$6.24M +$2.48M +16,782 +66%
RWG
152
Regal Wealth Group
California
$6.23M -$199K -1,352 -3%
CAG
153
Csenge Advisory Group
Florida
$6.21M +$1.78M +12,146 +40%
DILIC
154
Dai-ichi Life Insurance Company
Japan
$6.18M +$3.61M +24,504 +141%
MWA
155
Meridian Wealth Advisors
Texas
$6.16M +$5.09M +34,556 +476%
IB
156
Intrust Bank
Kansas
$6.08M -$3.21M -21,757 -35%
Franklin Resources
157
Franklin Resources
California
$6.06M -$81.5K -553 -1%
OWM
158
Opes Wealth Management
California
$6.04M -$119K -804 -2%
3F
159
360 Financial
Minnesota
$5.95M +$144K +977 +2%
EH
160
Equitable Holdings
New York
$5.95M +$936K +6,349 +19%
SKK
161
Shepherd Kaplan Krochuk
Massachusetts
$5.94M -$3.14M -21,323 -35%
PA
162
Parallel Advisors
California
$5.87M -$528K -3,580 -8%
EIA
163
Eldridge Investment Advisors
New Hampshire
$5.85M +$33.5K +227 +0.6%
CWM
164
Cabot Wealth Management
Massachusetts
$5.76M +$3.57M +24,212 +163%
1832 Asset Management
165
1832 Asset Management
Ontario, Canada
$5.42M +$504K +4,598 +10%
FFS
166
Founders Financial Securities
Maryland
$5.4M +$2.16M +14,685 +67%
FLA
167
Financial Life Advisors
Texas
$5.2M -$98K -665 -2%
SCP
168
Syntal Capital Partners
Texas
$5.14M -$188K -1,273 -4%
ACA
169
Ackerman Capital Advisors
Texas
$5.14M -$19.5K -132 -0.4%
MFS
170
Madrona Financial Services
Washington
$5.07M +$283K +1,920 +6%
RFM
171
Royal Fund Management
Florida
$4.9M +$453K +3,073 +10%
SFS
172
Sowell Financial Services
Arkansas
$4.9M -$4.89M -33,141 -50%
CFGS
173
Concourse Financial Group Securities
Alabama
$4.75M +$191K +1,296 +4%
BWM
174
Brickley Wealth Management
California
$4.75M +$1.16M +7,693 +32%
PPWM
175
PFG Private Wealth Management
Florida
$4.61M -$66.6K -452 -1%
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