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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 %
AWS
251
AJ Wealth Strategies
New York
$714K -$12.6K -126 -2%
ACM
252
Allred Capital Management
Texas
$714K +$714K +7,124 New
GLA
253
Good Life Advisors
Pennsylvania
$660K +$155K +1,544 +31%
Simplex Trading
254
Simplex Trading
Illinois
$643K +$643K +6,421 New
WPSG
255
Wealth & Pension Services Group
Georgia
$636K +$5.91K +59 +0.9%
SHJ
256
Sharkey, Howes & Javer
Colorado
$630K +$38.6K +385 +7%
GFP
257
Gryphon Financial Partners
Ohio
$623K +$623K +5,652 New
PA
258
Pinnacle Associates
New York
$615K +$79.2K +790 +15%
Creative Planning
259
Creative Planning
Kansas
$596K -$518K -5,172 -47%
Northern Trust
260
Northern Trust
Illinois
$588K +$588K +5,866 New
WF
261
Welch & Forbes
Massachusetts
$579K – – –
PFS
262
Prospera Financial Services
Texas
$577K -$191K -1,904 -25%
DMC
263
Drexel Morgan & Co
Pennsylvania
$571K – – –
CFS
264
CRA Financial Services
New Jersey
$550K +$550K +5,490 New
PWMAG
265
Pinnacle Wealth Management Advisory Group
New Jersey
$540K +$79.2K +790 +17%
PCM
266
Parsons Capital Management
Rhode Island
$537K -$119K -1,184 -18%
BAM
267
Belpointe Asset Management
Nevada
$534K -$45K -449 -8%
MA
268
Mutual Advisors
Nebraska
$531K -$6.59M -65,775 -93%
LWM
269
Liberty Wealth Management
California
$523K +$523K +5,221 New
IFS
270
Ifrah Financial Services
Arkansas
$518K +$140K +1,398 +37%
PAI
271
Pittenger & Anderson Inc
Nebraska
$517K +$8.42K +84 +2%
Franklin Resources
272
Franklin Resources
California
$501K -$100K -1,000 -17%
AF
273
Advisornet Financial
Minnesota
$495K +$483K +4,819 +4,016%
BIA
274
Biondo Investment Advisors
Pennsylvania
$492K +$6.51K +65 +1%
MOS
275
MGO One Seven
Ohio
$490K -$167K -1,669 -25%
9 10
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