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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.23B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+32
Holders Change %
+8.58%
% of All Funds
9.04%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
1.27%
New
104
Increased
122
Reduced
145
Closed
64
Calls
$4.51M
Puts
$6.85M
Net Calls
-$2.34M
Net Calls Change
+$3.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.8M
3
BlackRock
BlackRock
New York
+$85.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$35.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$150M
2
Bank of America
Bank of America
North Carolina
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$82.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$76.6M
5
Ameriprise
Ameriprise
Minnesota
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
226
Davenport & Co
Virginia
$1.02M -$850K -8,473 -46%
PWP
227
Private Wealth Partners
California
$1.01M +$1.01M +10,104 New
NFG
228
NewFocus Financial Group
Washington
$983K -$5.61K -56 -0.6%
PWS
229
Paragon Wealth Strategies
Florida
$920K +$249K +2,515 +37%
WAM
230
Watermark Asset Management
California
$918K +$5.81K +58 +0.6%
V
231
Veritable
Delaware
$915K +$915K +9,126 New
VAG
232
VisionPoint Advisory Group
Texas
$895K +$895K +8,931 New
MSA
233
Marino Stram & Associates
Massachusetts
$875K +$203K +2,024 +30%
WIA
234
World Investment Advisors
California
$874K +$874K +8,065 New
HCA
235
Heck Capital Advisors
Wisconsin
$872K -$50.1K -500 -5%
FWP
236
FAS Wealth Partners
Kansas
$863K +$32.1K +320 +4%
JIP
237
Jaffetilchin Investment Partners
Florida
$859K -$273K -2,722 -24%
RF
238
RHS Financial
California
$857K +$857K +8,551 New
BUB
239
BBVA USA Bancshares
Texas
$850K +$850K +8,480 New
RJT
240
Raymond James Trust
Florida
$845K -$725K -7,233 -46%
BCA
241
Bay Colony Advisors
Massachusetts
$818K +$65.8K +656 +9%
Prudential Financial
242
Prudential Financial
New Jersey
$818K +$448K +4,474 +121%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$800K +$29.6K +295 +4%
GRP
244
Global Retirement Partners
California
$771K +$425K +4,236 +123%
MBT
245
Montecito Bank & Trust
California
$752K -$2.81M -28,058 -79%
WF
246
WealthTrust Fairport
Ohio
$752K -$1.37M -13,674 -65%
AIM
247
Advantage Investment Management
Iowa
$739K -$99.2K -989 -12%
DWM
248
Dakota Wealth Management
Florida
$738K – – –
VHAM
249
Van Hulzen Asset Management
California
$725K +$101K +1,011 +16%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$723K -$281K -2,808 -28%
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