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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$647M +$283M +1,917,473 +78%
Bank of America
2
Bank of America
North Carolina
$480M -$8.99M -61,009 -2%
Morgan Stanley
3
Morgan Stanley
New York
$464M +$14.1M +95,973 +3%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$291M +$7.81M +52,965 +3%
Ameriprise
6
Ameriprise
Minnesota
$233M +$29.3M +198,030 +14%
Wells Fargo
7
Wells Fargo
California
$223M +$16.1M +108,948 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$219M +$125M +852,599 +133%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$200M -$1.01M -6,508 -0.5%
LPL Financial
10
LPL Financial
California
$200M +$7.74M +52,501 +4%
UBS Group
11
UBS Group
Switzerland
$197M -$12.7M -86,427 -6%
BlackRock
12
BlackRock
New York
$176M +$16.3M +110,907 +10%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$168M -$9.33M -63,270 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$158M +$7.36M +49,955 +5%
PPFA
15
Provida Pension Fund Administrator
Chile
$137M -$12.8M -87,600 -9%
Victory Capital Management
16
Victory Capital Management
Texas
$127M +$13M +87,994 +11%
HI
17
Horizon Investments
North Carolina
$114M +$68.7M +466,254 +152%
KeyBank National Association
18
KeyBank National Association
Ohio
$110M -$12.3M -83,586 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$103M -$11.2M -75,942 -10%
CPO
20
Cerity Partners OCIO
New York
$101M -$3.52M -23,907 -3%
USAA
21
United Services Automobile Association
Texas
$97.8M +$19.4M +131,747 +25%
EMPI
22
Elo Mutual Pension Insurance
Finland
$97.6M -$80.3M -545,100 -45%
OFG
23
Oxford Financial Group
Indiana
$97.4M -$6.05M -41,025 -6%
SOMRS
24
State of Michigan Retirement System
Michigan
$95.1M +$95.1M +645,300 New
AssetMark Inc
25
AssetMark Inc
California
$91.5M +$6.3M +42,724 +7%
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