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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

373 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+11
Holders Change %
+3.04%
% of All Funds
8.54%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
1.42%
New
44
Increased
187
Reduced
106
Closed
32
Calls
$3.09M
Puts
$9.32M
Net Calls
-$6.23M
Net Calls Change
+$615K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$172M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116M
3
USAA
United Services Automobile Association
Texas
+$95.7M
4
Bank of America
Bank of America
North Carolina
+$89M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125M
2
HI
Horizon Investments
North Carolina
-$121M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.2M
4
Citigroup
Citigroup
New York
-$42.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
226
Marino Stram & Associates
Massachusetts
$796K +$110K +928 +16%
MOS
227
MGO One Seven
Ohio
$780K +$780K +6,563 New
PCM
228
Parsons Capital Management
Rhode Island
$778K +$58K +488 +8%
CCA
229
Clearwater Capital Advisors
Illinois
$773K +$773K +6,494 New
BCP
230
Blackhawk Capital Partners
Wisconsin
$764K +$143K +1,204 +23%
WPSG
231
Wealth & Pension Services Group
Georgia
$748K +$748K +6,289 New
VHAM
232
Van Hulzen Asset Management
California
$740K -$9.05K -76 -1%
DWM
233
Dakota Wealth Management
Florida
$738K +$738K +6,201 New
BRWM
234
B. Riley Wealth Management
Tennessee
$736K +$736K +6,189 New
BFA
235
Beaumont Financial Advisors
Massachusetts
$730K +$369K +3,099 +102%
Franklin Resources
236
Franklin Resources
California
$714K +$119K +1,000 +20%
ACM
237
Alethea Capital Management
Washington
$713K – – –
SHJ
238
Sharkey, Howes & Javer
Colorado
$702K -$109K -913 -13%
WF
239
Welch & Forbes
Massachusetts
$688K – – –
BAM
240
Belpointe Asset Management
Nevada
$688K +$688K +5,780 New
DMC
241
Drexel Morgan & Co
Pennsylvania
$678K – – –
GTAM
242
Global Trust Asset Management
Florida
$670K +$1.07K +9 +0.2%
AWA
243
Arete Wealth Advisors
Illinois
$667K +$164K +1,379 +33%
SWM
244
SeaCrest Wealth Management
New York
$660K -$10.7K -90 -2%
FHA
245
Flagship Harbor Advisors
Massachusetts
$643K -$112K -940 -15%
PA
246
Pinnacle Associates
New York
$636K +$165K +1,385 +35%
CA
247
Continuum Advisory
Idaho
$629K -$10.1K -84 -2%
PAG
248
Private Advisory Group
Washington
$622K -$1.58K -14 -0.3%
BA
249
BCM Advisors
Louisiana
$619K +$351K +2,950 +131%
PAI
250
Pittenger & Anderson Inc
Nebraska
$604K +$11.2K +94 +2%
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