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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

438 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
9.53%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
70
Increased
181
Reduced
144
Closed
31
Calls
$1.57M
Puts
$12.7M
Net Calls
-$11.1M
Net Calls Change
-$9.65M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
2
HI
Horizon Investments
North Carolina
+$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$56.2M
5
PI
PFS Investments
Georgia
+$55.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42.6M
2
AIC
Ameritas Investment Company
Nebraska
-$23M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.4M
4
UBS Group
UBS Group
Switzerland
-$19.5M
5
CS
Credit Suisse
Switzerland
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
Western Wealth Management
Colorado
$1.3M +$112K +945 +9%
FTIOP
227
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.29M +$1.29M +10,847 New
AF
228
Advisornet Financial
Minnesota
$1.26M +$134K +1,132 +12%
ACP
229
Arcus Capital Partners
Georgia
$1.23M -$21.7K -183 -2%
PP
230
PagnatoKarp Partners
Virginia
$1.23M +$1.23M +10,391 New
WCM
231
WealthBridge Capital Management
Ohio
$1.2M -$53.2K -531 -4%
PFS
232
Prospera Financial Services
Texas
$1.18M +$1.18M +9,900 New
CAM
233
Concorde Asset Management
Michigan
$1.17M -$64.7K -545 -5%
NFG
234
NewFocus Financial Group
Washington
$1.12M -$474 -4 -0%
CWS
235
Cypress Wealth Services
California
$1.11M +$218K +1,834 +24%
WCG
236
Weaver Consulting Group
California
$1.11M +$53.4K +450 +5%
SG
237
StoneX Group
New York
$1.1M +$701K +5,905 +176%
VAG
238
VisionPoint Advisory Group
Texas
$1.09M -$356 -3 -0%
BUB
239
BBVA USA Bancshares
Texas
$1.07M -$85.8K -723 -7%
FWP
240
FAS Wealth Partners
Kansas
$1.06M +$21.7K +183 +2%
HCA
241
Heck Capital Advisors
Wisconsin
$1.05M +$23.2K +196 +2%
MSA
242
Marino Stram & Associates
Massachusetts
$1.04M +$88.3K +745 +9%
AIC
243
Ameritas Investment Company
Nebraska
$1.04M -$23M -194,191 -96%
CBFP
244
Cedar Brook Financial Partners
Ohio
$1.04M +$461K +3,882 +80%
WPSG
245
Wealth & Pension Services Group
Georgia
$1.02M -$52.2K -440 -5%
RF
246
RHS Financial
California
$1.01M – – –
TC
247
TownSquare Capital
Utah
$1.01M -$121K -1,013 -11%
VWM
248
Valley Wealth Managers
New Jersey
$1.01M -$72.2K -609 -7%
WIA
249
Wealthstreet Investment Advisors
Texas
$991K +$246K +2,075 +33%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$973K -$27.2K -229 -3%
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