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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 %
GLA
251
Good Life Advisors
Pennsylvania
$604K +$363K +3,032 +151%
TC
252
Truvestments Capital
Florida
$578K +$8.34K +70 +1%
BIA
253
Biondo Investment Advisors
Pennsylvania
$577K +$34.5K +290 +6%
FPGK
254
Financial Partners Group (Kansas)
Kansas
$561K +$6.78K +57 +1%
PP
255
Prudential plc
United Kingdom
$559K -$1.02M -8,600 -65%
ATC
256
Argent Trust Co
Tennessee
$551K -$3.57K -30 -0.6%
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$547K +$165K +1,385 +43%
SG
258
StoneX Group
New York
$540K -$108K -905 -17%
OPCM
259
Osborne Partners Capital Management
California
$540K +$10.6K +89 +2%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$535K +$202K +1,697 +61%
PP
261
Pension Partners
New York
$535K +$535K +4,500 New
MFW
262
Mosaic Family Wealth
Missouri
$523K +$323K +3,006 +162%
PAS
263
Partnervest Advisory Services
California
$522K +$57.9K +487 +12%
GFPC
264
Global Financial Private Capital
Florida
$513K +$228K +1,913 +80%
SBL
265
Sargent Bickham Lagudis
Colorado
$512K +$256K +2,150 +100%
CAL
266
Capital Advisors Ltd
Ohio
$509K +$106K +887 +26%
WS
267
Wedbush Securities
California
$503K -$8.33K -70 -2%
BFPW
268
BOK Financial Private Wealth
Colorado
$501K – – –
PCG
269
Private Capital Group
Connecticut
$495K -$10.2K -86 -2%
LRIA
270
Leonard Rickey Investment Advisors
Washington
$492K -$4.4K -37 -0.9%
MSAM
271
Moloney Securities Asset Management
Missouri
$485K -$173K -1,452 -26%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$479K -$12K -101 -2%
CG
273
Cutler Group
California
$474K +$59.4K +500 +14%
BHB
274
Bank Hapoalim BM
Israel
$464K – – –
AAP
275
Arax Advisory Partners
Colorado
$458K +$458K +3,851 New
9 10
11
12 13