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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 %
WLIM
201
White Lighthouse Investment Management
Massachusetts
$2.41M -$459K -3,500 -16%
MA
202
Mutual Advisors
Nebraska
$2.4M +$618K +4,719 +35%
CGFA
203
Colton Groome Financial Advisors
North Carolina
$2.35M -$1.23M -9,351 -34%
SA
204
Shilanski & Associates
Alaska
$2.33M -$551K -4,204 -19%
VIM
205
Vista Investment Management
Pennsylvania
$2.33M +$217K +1,654 +10%
SMC
206
Smith, Moore & Co
Missouri
$2.28M +$68.2K +521 +3%
DILIC
207
Dai-ichi Life Insurance Company
Japan
$2.28M +$2.28M +17,414 New
VWA
208
Visionary Wealth Advisors
Illinois
$2.26M +$2.26M +17,234 New
PS
209
Portfolio Strategies
New York
$2.25M -$136K -1,042 -6%
Brown Advisory
210
Brown Advisory
Maryland
$2.21M +$807K +6,162 +57%
SBIA
211
Sheaff Brock Investment Advisors
Indiana
$2.2M +$579K +4,421 +36%
FIA
212
Foundations Investment Advisors
Arizona
$2.15M +$2.15M +15,713 New
PFA
213
Professional Financial Advisors
Nebraska
$2.12M -$35K -267 -2%
KFGK
214
Keystone Financial Group (Kentucky)
Kentucky
$2.06M +$43.2K +330 +2%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$2.06M +$2.06M +15,701 New
PA
216
PFG Advisors
Arizona
$2.05M +$214K +1,531 +12%
UWM
217
USAdvisors Wealth Management
Minnesota
$2M +$429K +3,274 +27%
CWM
218
Cabot Wealth Management
Massachusetts
$1.94M +$1.94M +14,834 New
CAS
219
Cascadia Advisory Services
Oregon
$1.94M +$1.94M +14,778 New
PAMG
220
Patton Albertson Miller Group
Tennessee
$1.93M +$31.8K +243 +2%
WWM
221
Western Wealth Management
Colorado
$1.93M -$36.2K -276 -2%
HH
222
Hilltop Holdings
Texas
$1.9M +$223K +1,704 +13%
LS
223
Leelyn Smith
Illinois
$1.89M +$416K +3,176 +28%
RFN
224
RDA Financial Network
Iowa
$1.85M -$4.98K -38 -0.3%
OIA
225
OneDigital Investment Advisors
Kansas
$1.79M -$577K -4,403 -24%
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9
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