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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

639 hedge funds and large institutions have $9.4B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 229 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+117
Holders Change %
+22.41%
% of All Funds
11.34%
Holding in Top 10
106
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.22%
% of All Funds
1.88%
New
156
Increased
229
Reduced
179
Closed
33
Calls
$9.51M
Puts
$22.1M
Net Calls
-$12.6M
Net Calls Change
-$11.7M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$91.1M
2
TEE
Tibra Equities Europe
United Kingdom
$91.1M
3
PSUF
People's United Financial
Connecticut
$54.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$201M
5
PPFA
Provida Pension Fund Administrator
Chile
$161M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
2
Osaic Holdings
Osaic Holdings
Arizona
$101M
3
HI
Horizon Investments
North Carolina
$0
4
EMPI
Elo Mutual Pension Insurance
Finland
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$509M +$832K +5,160 +0.2%
Bank of America
2
Bank of America
North Carolina
$505M -$20.3M -125,787 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$459M -$248M -1,540,220 -35%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$333M +$14.3M +88,506 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Ameriprise
6
Ameriprise
Minnesota
$276M +$22.2M +138,128 +9%
Wells Fargo
7
Wells Fargo
California
$241M -$2.95M -18,308 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$224M +$10.7M +64,692 +5%
LPL Financial
9
LPL Financial
California
$218M -$956K -5,925 -0.4%
UBS Group
10
UBS Group
Switzerland
$210M -$5.46M -33,856 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$201M +$27.6M +171,397 +16%
BlackRock
12
BlackRock
New York
$187M -$5.62M -34,836 -3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$180M -$2.95M -18,277 -2%
PPFA
14
Provida Pension Fund Administrator
Chile
$161M +$26.6M +186,300 +20%
KeyBank National Association
15
KeyBank National Association
Ohio
$122M +$2.31M +14,304 +2%
CPO
16
Cerity Partners OCIO
New York
$116M +$5.29M +32,804 +5%
AssetMark Inc
17
AssetMark Inc
California
$114M +$13.6M +84,188 +14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$112M -$221K -1,369 -0.2%
SOMRS
19
State of Michigan Retirement System
Michigan
$110M +$5.94M +36,800 +6%
Victory Capital Management
20
Victory Capital Management
Texas
$108M -$30.3M -187,574 -22%
USAA
21
United Services Automobile Association
Texas
$107M – – –
OFG
22
Oxford Financial Group
Indiana
$104M -$2.94M -18,247 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$101M -$139M -864,522 -58%
SEIA
24
Signature Estate & Investment Advisors
California
$94.8M +$2.47M +15,336 +3%
BDF
25
Balasa Dinverno & Foltz
$94.1M +$211K +1,309 +0.2%
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