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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 %
IFS
276
Ifrah Financial Services
Arkansas
$449K -$13.2K -111 -3%
Prudential Financial
277
Prudential Financial
New Jersey
$439K +$184K +1,549 +72%
CT
278
CPF Texas
Texas
$435K +$187K +1,569 +75%
NFG
279
Noven Financial Group
Colorado
$426K +$476 +4 +0.1%
LA
280
LexAurum Advisors
Kansas
$424K +$14K +118 +3%
GRP
281
Global Retirement Partners
California
$411K +$226K +1,895 +122%
FHC
282
First Heartland Consultants
Missouri
$408K -$79.9K -672 -16%
SCA
283
Stuart Chaussee & Associates
California
$406K – – –
VWA
284
V Wealth Advisors
Kansas
$405K +$54.7K +459 +16%
OFG
285
OmniStar Financial Group
North Carolina
$404K -$151K -1,272 -27%
PA
286
Parallel Advisors
California
$384K +$119 +1 +0%
CIR
287
Clear Investment Research
Georgia
$381K +$381K +3,200 New
AWA
288
AmeriServ Wealth Advisors
Pennsylvania
$380K +$380K +3,196 New
KA
289
Kovack Advisors
Florida
$372K +$372K +3,124 New
PS
290
Portfolio Strategies
New York
$366K -$25.1K -211 -6%
SFA
291
Sequoia Financial Advisors
Ohio
$364K – – –
DAS
292
Dynamic Advisor Solutions
Arizona
$348K +$8.22K +69 +2%
MCM
293
Mengis Capital Management
Oregon
$345K -$5.95K -50 -2%
EF
294
Empirical Finance
Pennsylvania
$338K -$127K -1,069 -27%
WB
295
WesBanco Bank
West Virginia
$335K – – –
S
296
SignatureFD
Georgia
$325K +$357 +3 +0.1%
CAM
297
Claret Asset Management
Quebec, Canada
$320K -$4.29K -36 -1%
VFA
298
Valeo Financial Advisors
Indiana
$309K -$7.35K -69 -2%
SXL
299
Summit X LLC
Missouri
$292K +$292K +2,440 New
AB
300
Atlas Brown
Kentucky
$288K +$29.2K +245 +11%
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