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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 %
GRP
201
Global Retirement Partners
California
$2.26M +$251 +2 +0%
SFS
202
Sowell Financial Services
Arkansas
$2.25M -$1.01M -8,064 -31%
Invesco
203
Invesco
Georgia
$2.25M +$50.2K +400 +2%
GLA
204
Good Life Advisors
Pennsylvania
$2.24M +$59.6K +473 +3%
WQ
205
Wealth Quarterback
New Jersey
$2.19M +$2.19M +60,639 New
WP
206
WealthShield Partners
North Carolina
$2.19M -$190K -1,511 -8%
CFGS
207
Concourse Financial Group Securities
Alabama
$2.13M -$4.71M -37,522 -69%
GWM
208
Geneos Wealth Management
Colorado
$2.11M -$3.49M -27,713 -62%
GIA
209
Gladstone Institutional Advisory
Florida
$2.11M -$256K -2,042 -11%
JWCA
210
J.W. Cole Advisors
Florida
$2.08M +$2.08M +16,555 New
SMC
211
Smith, Moore & Co
Missouri
$2.06M -$95.3K -759 -4%
IWS
212
Insight Wealth Strategies
California
$2.05M +$1.24M +9,859 +152%
3AM
213
3D Asset Management
Connecticut
$2.04M -$29.6K -236 -1%
TC
214
TAP Consulting
Missouri
$2.03M +$17.1K +136 +0.8%
PAM
215
Peak Asset Management
Colorado
$2.02M -$20.3K -162 -1%
VIM
216
Vista Investment Management
Pennsylvania
$1.95M -$420K -3,347 -18%
KFGK
217
Keystone Financial Group (Kentucky)
Kentucky
$1.94M -$479K -3,813 -20%
AAS
218
Avantax Advisory Services
Texas
$1.94M -$740K -5,892 -28%
HH
219
Hilltop Holdings
Texas
$1.92M +$16.8K +134 +0.9%
CI
220
CX Institutional
Indiana
$1.91M -$1.63M -12,983 -46%
MA
221
Mutual Advisors
Nebraska
$1.87M +$109K +871 +6%
RWMH
222
Riverpoint Wealth Management Holdings
Illinois
$1.84M -$24K -191 -1%
PA
223
PFG Advisors
Arizona
$1.82M +$131K +1,036 +8%
PFS
224
Prospera Financial Services
Texas
$1.81M +$161K +1,280 +10%
RFN
225
RDA Financial Network
Iowa
$1.77M +$106K +808 +6%
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