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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 %
CWA
176
Clarus Wealth Advisors
Arizona
$4.44M +$3.19M +21,728 +254%
NFG
177
Next Financial Group
Texas
$4.41M +$470K +3,190 +12%
AI
178
Atria Investments
North Carolina
$4.39M +$294K +1,991 +7%
CPC
179
Consolidated Planning Corp
Georgia
$4.23M -$78K -529 -2%
VC
180
Vicus Capital
Pennsylvania
$4.18M +$72.7K +493 +2%
FIG
181
FundX Investment Group
California
$4.18M -$118K -802 -3%
LCC
182
Lincoln Capital Corp
Rhode Island
$4.16M -$19.6K -133 -0.5%
FAAS
183
First Allied Advisory Services
California
$4.13M +$2.31M +15,664 +127%
WP
184
WealthSource Partners
California
$4.09M -$791K -5,370 -16%
AC
185
Apella Capital
Connecticut
$4.08M +$531K +3,601 +15%
EWA
186
Exencial Wealth Advisors
Oklahoma
$4.03M +$315K +2,134 +8%
AFP
187
Ausdal Financial Partners
Iowa
$4.02M +$53.2K +361 +1%
DC
188
Davenport & Co
Virginia
$3.9M -$97.9K -664 -2%
CFD
189
Creative Financial Designs
Indiana
$3.82M -$6.02M -40,806 -61%
PFA
190
Plotkin Financial Advisors
Maryland
$3.72M -$2.73M -18,539 -42%
DADC
191
D.A. Davidson & Co
Montana
$3.66M -$161K -1,091 -4%
AAS
192
Avantax Advisory Services
Texas
$3.55M +$1.82M +12,321 +105%
FIA
193
Foundations Investment Advisors
Arizona
$3.53M +$1.24M +8,473 +54%
SWP
194
Strategic Wealth Partners
Ohio
$3.51M -$2.53M -17,188 -42%
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$3.48M +$180K +1,219 +5%
SL
196
Stevard LLC
Illinois
$3.45M -$44.5K -302 -1%
BCI
197
Brinker Capital Investments
Pennsylvania
$3.3M +$80.9K +549 +3%
GCA
198
Genesee Capital Advisors
New York
$3.28M -$52.9K -359 -2%
NA
199
NewEdge Advisors
Louisiana
$3.2M +$1.78M +12,102 +126%
AIC
200
Ameritas Investment Company
Nebraska
$3.17M – – –
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