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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 %
GC
176
GFG Capital
Florida
$3.32M +$3.32M +26,471 New
CWM
177
CCG Wealth Management
California
$3.18M -$118K -941 -4%
DADC
178
D.A. Davidson & Co
Montana
$3.17M +$91K +725 +3%
TRCT
179
Tower Research Capital (TRC)
New York
$3.1M +$2.08M +16,545 +203%
Squarepoint
180
Squarepoint
New York
$3.05M +$874K +6,962 +40%
CIM
181
Cambria Investment Management
California
$3.02M +$129K +1,024 +4%
SL
182
Stevard LLC
Illinois
$2.99M +$2.99M +23,808 New
BSAM
183
Blue Sky Asset Management
Colorado
$2.95M +$2.95M +23,452 New
CPC
184
Consolidated Planning Corp
Georgia
$2.88M +$2.88M +22,908 New
IWM
185
IHT Wealth Management
Illinois
$2.85M +$266K +2,122 +10%
BB
186
Busey Bank
Illinois
$2.83M -$78.2K -623 -3%
FEG
187
Financial Enhancement Group
Indiana
$2.8M -$1.95M -15,537 -41%
WLIM
188
White Lighthouse Investment Management
Massachusetts
$2.76M +$2.13K +17 +0.1%
FAIM
189
Financial Advocates Investment Management
Washington
$2.61M -$9.29M -73,966 -78%
ASN
190
Advisory Services Network
Georgia
$2.6M +$2M +15,957 +338%
NEPWA
191
New England Private Wealth Advisors
Massachusetts
$2.59M +$16K +127 +0.6%
DWM
192
Dakota Wealth Management
Florida
$2.51M -$51K -406 -2%
IAA
193
Independent Advisor Alliance
North Carolina
$2.5M +$2.5M +19,886 New
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$2.45M +$84.9K +676 +4%
BCM
195
Brookstone Capital Management
Illinois
$2.44M -$4.92M -39,198 -67%
MIAN
196
Mariner Independent Advisor Network
Kansas
$2.39M -$372K -2,961 -13%
SCP
197
Syntal Capital Partners
Texas
$2.36M +$1.77M +14,063 +297%
BAAM
198
Baker Avenue Asset Management
California
$2.33M -$1K -8 -0%
AFP
199
Ausdal Financial Partners
Iowa
$2.28M -$121K -922 -5%
PAMG
200
Patton Albertson Miller Group
Tennessee
$2.28M +$122K +970 +6%
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