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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 %
WQ
201
Wealth Quarterback
New Jersey
$3.17M – – –
IA
202
IFP Advisors
Florida
$3.16M +$2.06M +14,005 +188%
BFM
203
Boothbay Fund Management
New York
$3.14M +$1.73M +11,770 +123%
BB
204
Busey Bank
Illinois
$3.14M -$89.6K -608 -3%
GL
205
Graypoint LLC
New York
$3.12M +$3.12M +21,160 New
LWM
206
Lionsbridge Wealth Management
Florida
$3.1M -$432K -2,934 -12%
CFO
207
CVA Family Office
Colorado
$3.03M -$36.6K -248 -1%
GLA
208
Good Life Advisors
Pennsylvania
$2.99M +$261K +1,773 +10%
EP
209
Eudaimonia Partners
Tennessee
$2.95M +$2.17M +14,733 +279%
DWM
210
Dakota Wealth Management
Florida
$2.94M -$113K -765 -4%
BFG
211
Barber Financial Group
Kansas
$2.9M -$711K -4,821 -20%
VIM
212
Vista Investment Management
Pennsylvania
$2.77M +$154K +1,044 +6%
MA
213
Mutual Advisors
Nebraska
$2.72M +$18.4K +125 +0.7%
SA
214
Shilanski & Associates
Alaska
$2.6M -$31.7K -215 -1%
CBFP
215
Cedar Brook Financial Partners
Ohio
$2.58M +$734K +4,978 +40%
KPWS
216
Kestra Private Wealth Services
Texas
$2.57M +$2.57M +17,430 New
M&T Bank
217
M&T Bank
New York
$2.55M -$181K -1,229 -7%
KFGK
218
Keystone Financial Group (Kentucky)
Kentucky
$2.51M +$186K +1,263 +8%
PAMG
219
Patton Albertson Miller Group
Tennessee
$2.5M +$334K +2,266 +15%
VWA
220
Visionary Wealth Advisors
Illinois
$2.5M -$45.3K -307 -2%
Brown Advisory
221
Brown Advisory
Maryland
$2.48M -$10K -68 -0.4%
WWM
222
Western Wealth Management
Colorado
$2.45M +$278K +1,882 +13%
LNC
223
Lincoln National Corp
Pennsylvania
$2.44M -$2.49M -16,875 -50%
JWCA
224
J.W. Cole Advisors
Florida
$2.44M -$323K -2,193 -12%
PA
225
PFG Advisors
Arizona
$2.43M +$230K +1,541 +10%
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