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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 %
PAG
276
Private Advisory Group
Washington
$487K -$66.2K -661 -12%
MFW
277
Mosaic Family Wealth
Missouri
$483K -$5.02K -50 -1%
SWM
278
SeaCrest Wealth Management
New York
$474K -$81.6K -814 -15%
PI
279
Pathlight Investors
Arizona
$460K +$460K +4,476 New
OPCM
280
Osborne Partners Capital Management
California
$453K -$2.01K -20 -0.4%
PAS
281
Partnervest Advisory Services
California
$448K +$8.12K +81 +2%
MPW
282
MA Private Wealth
California
$442K +$442K +4,412 New
AWM
283
Alterna Wealth Management
Texas
$433K +$433K +4,317 New
ATC
284
Argent Trust Co
Tennessee
$432K -$33.1K -330 -7%
SBL
285
Sargent Bickham Lagudis
Colorado
$431K – – –
BHWM
286
Bay Harbor Wealth Management
Maryland
$431K +$431K +4,302 New
CAL
287
Capital Advisors Ltd
Ohio
$429K +$100 +1 +0%
AWM
288
AE Wealth Management
Kansas
$425K -$380K -3,793 -47%
SS
289
Simplicity Solutions
Minnesota
$425K +$252K +2,519 +146%
BFPW
290
BOK Financial Private Wealth
Colorado
$422K – – –
MIM
291
Macroview Investment Management
Maryland
$404K +$404K +4,028 New
OA
292
Opes Advisors
California
$398K +$398K +3,972 New
IFWM
293
Institute for Wealth Management
Colorado
$398K +$398K +3,972 New
BFEC
294
Benjamin F. Edwards & Company
Missouri
$396K -$7.01K -70 -2%
VWA
295
V Wealth Advisors
Kansas
$393K +$45.5K +445 +13%
CIR
296
Clear Investment Research
Georgia
$388K +$67.6K +675 +21%
AW
297
ACG Wealth
Georgia
$388K +$388K +3,868 New
FPGK
298
Financial Partners Group (Kansas)
Kansas
$382K -$90.7K -905 -19%
WP
299
WealthShield Partners
North Carolina
$379K -$1.2M -12,011 -76%
BHB
300
Bank Hapoalim BM
Israel
$376K -$15K -150 -4%
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