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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
8.3%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
1.33%
New
57
Increased
183
Reduced
89
Closed
20
Calls
$1.93M
Puts
$8.77M
Net Calls
-$6.85M
Net Calls Change
-$1.33M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$59.1M
4
LPL Financial
LPL Financial
California
+$58.2M
5
Wells Fargo
Wells Fargo
California
+$50.9M

Top Sellers

1
PIM
Parker Investment Management
California
-$86.1M
2
CAN
Cetera Advisor Networks
California
-$47M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$31.8M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
NCM
Niemann Capital Management
Nevada
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
226
StoneX Group
New York
$597K +$200K +1,821 +50%
CA
227
Continuum Advisory
Idaho
$586K +$239K +2,180 +69%
PFS
228
Prospera Financial Services
Texas
$577K +$120K +1,098 +26%
BCP
229
Blackhawk Capital Partners
Wisconsin
$572K -$816K -7,433 -59%
Franklin Resources
230
Franklin Resources
California
$549K +$549K +5,000 New
PAI
231
Pittenger & Anderson Inc
Nebraska
$547K -$21.3K -194 -4%
RWG
232
Regal Wealth Group
California
$539K +$539K +4,911 New
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$535K +$265K +2,412 +98%
TC
234
Truvestments Capital
Florida
$525K +$525K +4,783 New
PWS
235
Paragon Wealth Strategies
Florida
$520K +$74.7K +681 +17%
OFG
236
OmniStar Financial Group
North Carolina
$512K +$246K +2,243 +92%
FPGK
237
Financial Partners Group (Kansas)
Kansas
$511K -$198K -1,804 -28%
ATC
238
Argent Trust Co
Tennessee
$511K -$27.5K -251 -5%
BIA
239
Biondo Investment Advisors
Pennsylvania
$500K +$500K +4,555 New
OPCM
240
Osborne Partners Capital Management
California
$488K +$43.9K +400 +10%
WS
241
Wedbush Securities
California
$471K +$471K +4,296 New
PCG
242
Private Capital Group
Connecticut
$466K +$215K +1,954 +85%
AWA
243
Arete Wealth Advisors
Illinois
$464K +$464K +4,226 New
BFPW
244
BOK Financial Private Wealth
Colorado
$461K – – –
LRIA
245
Leonard Rickey Investment Advisors
Washington
$458K -$4.72K -43 -1%
BFEC
246
Benjamin F. Edwards & Company
Missouri
$453K – – –
FHC
247
First Heartland Consultants
Missouri
$450K -$52.6K -480 -10%
PA
248
Pinnacle Associates
New York
$434K +$434K +3,960 New
EF
249
Empirical Finance
Pennsylvania
$429K +$144K +1,310 +50%
TWA
250
Tillar-Wenstrup Advisors
Ohio
$428K -$1.24M -11,275 -74%
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