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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 %
WIA
251
World Investment Advisors
California
$928K -$30.4K -255 -3%
SWAG
252
Spectrum Wealth Advisory Group
California
$927K -$1.9M -16,091 -67%
CWM
253
Cornerstone Wealth Management
Missouri
$903K -$337K -2,839 -27%
FIG
254
FundX Investment Group
California
$897K +$629K +5,300 +234%
KWM
255
Kingsview Wealth Management
Oregon
$892K +$568K +4,785 +175%
5L
256
55I LLC
Massachusetts
$879K +$879K +7,410 New
RCA
257
Rowland Carmichael Advisors
Arizona
$875K +$303K +2,558 +53%
PMG
258
ProVise Management Group
Florida
$871K -$1M -8,456 -54%
PGAM
259
Princeton Global Asset Management
New Jersey
$868K +$868K +7,322 New
SW
260
SVB Wealth
Massachusetts
$859K +$859K +7,240 New
CWA
261
Clarus Wealth Advisors
Arizona
$851K +$549K +4,623 +181%
OWA
262
Outlook Wealth Advisors
Texas
$848K +$484K +4,078 +133%
CA
263
Corrado Advisors
New Jersey
$844K +$61.5K +519 +8%
PAI
264
Pittenger & Anderson Inc
Nebraska
$832K +$187K +1,578 +29%
VWM
265
Venturi Wealth Management
Texas
$828K -$30.8K -260 -4%
ECM
266
ETrade Capital Management
Virginia
$827K +$827K +6,976 New
CAG
267
Csenge Advisory Group
Florida
$770K +$770K +6,497 New
AIM
268
Advantage Investment Management
Iowa
$754K +$37.7K +318 +5%
PA
269
Pinnacle Associates
New York
$739K -$106K -890 -13%
SBSB
270
Sullivan, Bruyette, Speros & Blaney
Virginia
$735K +$329K +2,776 +81%
BPWA
271
Beacon Pointe Wealth Advisors
California
$733K – – –
BIA
272
Biondo Investment Advisors
Pennsylvania
$713K +$85.9K +725 +14%
OPCM
273
Osborne Partners Capital Management
California
$705K +$117K +990 +20%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$696K -$165K -1,393 -19%
WF
275
Welch & Forbes
Massachusetts
$690K +$4.74K +40 +0.7%
9 10
11
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