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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
$227M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
3
Truist Financial
Truist Financial
North Carolina
$32.1M
4
SS
Simplicity Solutions
Minnesota
$22.6M
5
AIC
Ameritas Investment Company
Nebraska
$37.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$265M
2
BlackRock
BlackRock
New York
$147M
3
Morgan Stanley
Morgan Stanley
New York
$348M
4
CCMG
Clark Capital Management Group
Pennsylvania
$3.5M
5
UBS Group
UBS Group
Switzerland
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$389M +$11.5M +91,833 +3%
Morgan Stanley
2
Morgan Stanley
New York
$348M -$63.2M -503,089 -15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Ameriprise
4
Ameriprise
Minnesota
$284M -$4.68M -37,244 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$265M -$278M -2,213,446 -51%
UBS Group
6
UBS Group
Switzerland
$237M -$54.3M -432,465 -19%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$227M +$57.2M +455,230 +34%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$194M -$14.7M -116,894 -7%
KeyBank National Association
9
KeyBank National Association
Ohio
$182M -$2.41M -19,210 -1%
EMPI
10
Elo Mutual Pension Insurance
Finland
$181M +$10.7M +85,500 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$169M +$34.1M +271,192 +25%
Wells Fargo
12
Wells Fargo
California
$167M -$43.8M -348,949 -21%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$150M +$9.5M +75,622 +7%
BlackRock
14
BlackRock
New York
$147M -$148M -1,178,448 -50%
LPL Financial
15
LPL Financial
California
$139M -$45.2M -360,285 -25%
CPO
16
Cerity Partners OCIO
New York
$94.3M +$4.27M +32,020 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$91M -$13.9M -110,555 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$88.2M +$759K +6,041 +0.9%
OFG
19
Oxford Financial Group
Indiana
$81M +$110K +879 +0.1%
RJA
20
Raymond James & Associates
Florida
$80.5M +$7.33M +58,351 +10%
BDF
21
Balasa Dinverno & Foltz
$79.1M +$734K +5,849 +0.9%
Victory Capital Management
22
Victory Capital Management
Texas
$78.4M +$1.59M +12,668 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$67.9M -$23.1M -183,935 -25%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$64.8M +$5.91M +47,071 +10%
AssetMark Inc
25
AssetMark Inc
California
$61.4M +$7.73M +61,547 +14%
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