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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
$140M
2
Bank of America
Bank of America
North Carolina
$434M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$252M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$324M
5
AWM
AE Wealth Management
Kansas
$60.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$134M
2
Victory Capital Management
Victory Capital Management
Texas
$101M
3
KeyBank National Association
KeyBank National Association
Ohio
$108M
4
Morgan Stanley
Morgan Stanley
New York
$400M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$434M +$62.9M +479,783 +17%
Morgan Stanley
2
Morgan Stanley
New York
$400M -$51.4M -392,747 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$324M +$46.6M +355,989 +17%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$252M +$49.4M +377,218 +24%
UBS Group
6
UBS Group
Switzerland
$187M -$6.35M -48,472 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$184M +$9.85M +69,633 +6%
Wells Fargo
8
Wells Fargo
California
$184M +$4.75M +36,254 +3%
Ameriprise
9
Ameriprise
Minnesota
$180M +$11M +83,933 +6%
LPL Financial
10
LPL Financial
California
$171M +$10.7M +81,406 +7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$157M -$28M -213,523 -15%
BlackRock
12
BlackRock
New York
$142M -$39.5M -301,232 -22%
PPFA
13
Provida Pension Fund Administrator
Chile
$140M +$105M +767,600 +297%
EMPI
14
Elo Mutual Pension Insurance
Finland
$138M – – –
Fidelity Investments
15
Fidelity Investments
Massachusetts
$134M -$106M -809,932 -44%
KeyBank National Association
16
KeyBank National Association
Ohio
$108M -$70.2M -536,057 -39%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$101M +$18.3M +139,896 +22%
Victory Capital Management
18
Victory Capital Management
Texas
$101M -$81.8M -624,216 -45%
CPO
19
Cerity Partners OCIO
New York
$93.2M +$1.42M +10,836 +2%
OFG
20
Oxford Financial Group
Indiana
$91.9M +$1.68M +12,858 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$83.8M -$6.87M -52,413 -8%
BDF
22
Balasa Dinverno & Foltz
$77.5M -$1.51M -11,533 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$75M +$1.72M +13,115 +2%
AssetMark Inc
24
AssetMark Inc
California
$73.7M +$7.32M +57,410 +11%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$71.4M -$20.7M -158,189 -22%
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