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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 %
DC
176
Davenport & Co
Virginia
$3.55M +$570K +4,354 +19%
AFP
177
Ausdal Financial Partners
Iowa
$3.53M +$69.7K +532 +2%
NFG
178
Next Financial Group
Texas
$3.5M +$712K +5,433 +25%
DADC
179
D.A. Davidson & Co
Montana
$3.4M -$393 -3 -0%
AIP
180
Almanack Investment Partners
Pennsylvania
$3.33M +$24.8K +189 +0.7%
EWA
181
Exencial Wealth Advisors
Oklahoma
$3.3M +$1.18M +8,970 +55%
BFG
182
Barber Financial Group
Kansas
$3.21M +$1.03M +7,882 +47%
AIC
183
Ameritas Investment Company
Nebraska
$3.17M -$37M -282,620 -92%
WQ
184
Wealth Quarterback
New Jersey
$3.17M +$105K +804 +3%
DWM
185
Darwin Wealth Management
Florida
$3.16M -$272K -2,079 -8%
AC
186
Apella Capital
Connecticut
$3.16M +$634K +4,838 +25%
LWM
187
Lionsbridge Wealth Management
Florida
$3.14M +$3.14M +23,939 New
BWM
188
Brickley Wealth Management
California
$3.13M +$362K +2,766 +13%
SL
189
Stevard LLC
Illinois
$3.11M -$11.5K -88 -0.4%
VWA
190
V Wealth Advisors
Kansas
$3.09M +$1.91M +14,570 +162%
NEPWA
191
New England Private Wealth Advisors
Massachusetts
$2.97M +$237K +1,790 +9%
GCA
192
Genesee Capital Advisors
New York
$2.96M -$6.03M -46,026 -67%
FFS
193
Founders Financial Securities
Maryland
$2.87M -$1.51M -11,517 -34%
BB
194
Busey Bank
Illinois
$2.87M -$49.3K -376 -2%
BCI
195
Brinker Capital Investments
Pennsylvania
$2.86M -$1.37M -10,473 -32%
CFO
196
CVA Family Office
Colorado
$2.73M +$763K +5,826 +39%
DWM
197
Dakota Wealth Management
Florida
$2.71M +$40.6K +310 +2%
JWCA
198
J.W. Cole Advisors
Florida
$2.46M +$2.07M +15,773 +527%
GLA
199
Good Life Advisors
Pennsylvania
$2.43M +$40.8K +311 +2%
M&T Bank
200
M&T Bank
New York
$2.43M +$299K +2,286 +14%
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