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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

497 hedge funds and large institutions have $5.78B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
-15
Holders Change %
-2.93%
% of All Funds
10.98%
Holding in Top 10
84
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5%
% of All Funds
1.86%
New
76
Increased
174
Reduced
196
Closed
85
Calls
$1.37M
Puts
$19.2M
Net Calls
-$17.8M
Net Calls Change
-$17.4M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$148M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
HI
Horizon Investments
North Carolina
$55.5M
4
GA
Gateway Advisory
New Jersey
$49.7M
5
SC
Savant Capital
Illinois
$41.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$138M
2
UBS Group
UBS Group
Switzerland
$157M
3
Bank of America
Bank of America
North Carolina
$302M
4
EMPI
Elo Mutual Pension Insurance
Finland
$129M
5
AWM
Affinity Wealth Management
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$367M +$71.8M +673,907 +24%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Bank of America
3
Bank of America
North Carolina
$302M -$27.5M -258,512 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$225M +$811K +7,615 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$195M +$2.25M +21,097 +1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$165M +$21.5M +201,595 +15%
UBS Group
7
UBS Group
Switzerland
$157M -$43.9M -411,836 -22%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$151M -$13.7M -128,362 -8%
Victory Capital Management
9
Victory Capital Management
Texas
$148M +$82M +770,364 +123%
BlackRock
10
BlackRock
New York
$148M +$22.9M +214,999 +18%
Wells Fargo
11
Wells Fargo
California
$145M +$3.59M +33,691 +3%
KeyBank National Association
12
KeyBank National Association
Ohio
$145M -$9.11M -85,588 -6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$145M +$4.18M +35,636 +3%
Ameriprise
14
Ameriprise
Minnesota
$138M -$103M -967,569 -43%
LPL Financial
15
LPL Financial
California
$130M +$12.6M +118,244 +11%
EMPI
16
Elo Mutual Pension Insurance
Finland
$129M -$24.8M -233,000 -16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$74.9M +$17.3M +162,259 +30%
CPO
18
Cerity Partners OCIO
New York
$74.6M -$745K -6,995 -1%
OFG
19
Oxford Financial Group
Indiana
$73.3M +$4.62M +43,377 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$69.9M -$7.23M -67,858 -9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$67.6M -$7.2M -67,642 -10%
RJA
22
Raymond James & Associates
Florida
$67M -$1.27M -11,897 -2%
BDF
23
Balasa Dinverno & Foltz
$64.3M -$2.8M -26,328 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$62.3M +$62.3M +691,807 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$59.5M +$4.55M +42,739 +8%
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