MTUM icon

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 %
WB
276
WesBanco Bank
West Virginia
$309K -$102K -926 -25%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$307K +$307K +2,798 New
CAM
278
Claret Asset Management
Quebec, Canada
$299K +$299K +2,723 New
S
279
SignatureFD
Georgia
$299K +$299K +2,726 New
FFWA
280
FRG Family Wealth Advisors
Washington
$285K +$12.6K +115 +5%
TSS
281
Two Sigma Securities
New York
$271K -$69.4K -632 -20%
CWA
282
Clarus Wealth Advisors
Arizona
$270K – – –
GFPC
283
Global Financial Private Capital
Florida
$263K +$263K +2,393 New
BA
284
BCM Advisors
Louisiana
$247K +$247K +2,248 New
AB
285
Atlas Brown
Kentucky
$244K +$244K +2,171 New
SAM
286
Sequent Asset Management
Texas
$243K +$243K +2,212 New
M&T Bank
287
M&T Bank
New York
$242K +$242K +2,202 New
FFBTD
288
First Financial Bank - Trust Division
Ohio
$240K +$240K +2,189 New
W
289
Wealthfront
California
$238K -$10.2K -93 -4%
SBL
290
Sargent Bickham Lagudis
Colorado
$236K -$12.4K -113 -5%
JGIA
291
Jackson Grant Investment Advisers
Connecticut
$236K +$52.6K +479 +29%
Prudential Financial
292
Prudential Financial
New Jersey
$235K +$235K +2,142 New
FTS
293
Fifth Third Securities
Ohio
$233K +$4.93K +45 +2%
WAM
294
Weatherly Asset Management
California
$232K – – –
TDC
295
Thompson Davis & Co
Virginia
$232K +$232K +2,113 New
CCT
296
Country Club Trust
Missouri
$229K -$215K -1,965 -48%
CT
297
CPF Texas
Texas
$229K -$68.4K -624 -23%
RCAG
298
Rehmann Capital Advisory Group
Michigan
$228K +$194K +1,764 +567%
SP
299
Successful Portfolios
Florida
$223K +$223K +2,036 New
KFA
300
Kabarec Financial Advisors
Illinois
$221K +$221K +2,016 New
10 11
12
13 14