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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 %
BHB
251
Bank Hapoalim BM
Israel
$428K -$11K -100 -3%
PAS
252
Partnervest Advisory Services
California
$428K +$428K +3,903 New
IFS
253
Ifrah Financial Services
Arkansas
$426K -$1.76K -16 -0.4%
PGA
254
Premia Global Advisors
Florida
$418K -$2.34M -21,524 -85%
NFG
255
Noven Financial Group
Colorado
$392K – – –
CG
256
Cutler Group
California
$382K -$1.07M -9,766 -74%
Citadel Advisors
257
Citadel Advisors
Florida
$381K -$439 -4 -0.1%
LA
258
LexAurum Advisors
Kansas
$378K -$226K -2,058 -37%
SCA
259
Stuart Chaussee & Associates
California
$375K +$375K +3,415 New
CAL
260
Capital Advisors Ltd
Ohio
$372K +$26K +237 +8%
RJT
261
Raymond James Trust
Florida
$367K +$367K +3,345 New
WB
262
Webster Bank
Connecticut
$361K – – –
PS
263
Portfolio Strategies
New York
$360K -$33.2K -303 -8%
AIP
264
Almanack Investment Partners
Pennsylvania
$359K +$2.74K +25 +0.8%
PA
265
Parallel Advisors
California
$353K -$109 -1 -0%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$352K +$352K +3,210 New
MSR
267
Main Street Research
Connecticut
$343K +$343K +3,128 New
PCIA
268
Prime Capital Investment Advisors
Kansas
$341K +$341K +3,106 New
Fisher Asset Management
269
Fisher Asset Management
Washington
$341K +$341K +3,113 New
VFA
270
Valeo Financial Advisors
Indiana
$336K +$296K +2,614 +736%
SFA
271
Sequoia Financial Advisors
Ohio
$335K – – –
BFA
272
Beaumont Financial Advisors
Massachusetts
$333K +$27.9K +254 +9%
VWA
273
V Wealth Advisors
Kansas
$331K +$23.2K +206 +8%
MCM
274
Mengis Capital Management
Oregon
$323K +$76.6K +700 +31%
DAS
275
Dynamic Advisor Solutions
Arizona
$313K +$83.4K +760 +36%
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