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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 %
SWM
276
SeaCrest Wealth Management
New York
$678K +$1.66K +14 +0.2%
VWA
277
V Wealth Advisors
Kansas
$676K +$91.9K +763 +16%
DMC
278
Drexel Morgan & Co
Pennsylvania
$675K – – –
ACM
279
Allred Capital Management
Texas
$671K -$155K -1,286 -19%
PWMAG
280
Pinnacle Wealth Management Advisory Group
New Jersey
$650K -$106K -890 -14%
PCM
281
Parsons Capital Management
Rhode Island
$650K +$5.93K +50 +0.9%
BHWM
282
Bay Harbor Wealth Management
Maryland
$649K +$296K +2,498 +84%
MIM
283
Macroview Investment Management
Maryland
$646K -$51.6K -435 -7%
CL
284
CPWM LLC
Washington
$643K +$643K +5,420 New
CFS
285
CRA Financial Services
New Jersey
$642K -$8.89K -75 -1%
AFNAS
286
American Financial Network Advisory Services
California
$638K -$196K -1,658 -23%
MFW
287
Mosaic Family Wealth
Missouri
$626K +$108K +911 +21%
WP
288
WealthShield Partners
North Carolina
$613K +$14.8K +125 +2%
VCM
289
Virtue Capital Management
Tennessee
$611K +$611K +5,154 New
IFS
290
Ifrah Financial Services
Arkansas
$598K -$5.81K -49 -1%
DAS
291
Dynamic Advisor Solutions
Arizona
$598K +$598K +5,039 New
Franklin Resources
292
Franklin Resources
California
$593K – – –
FSA
293
Financial Sense Advisors
California
$593K +$593K +5,000 New
AWM
294
Alterna Wealth Management
Texas
$590K -$146K -1,229 -20%
PAS
295
Partnervest Advisory Services
California
$581K -$7.12K -60 -1%
KA
296
Kovack Advisors
Florida
$578K +$221K +1,866 +62%
ASN
297
Advisory Services Network
Georgia
$560K +$467K +3,944 +504%
TCB
298
Texas Capital Bancshares
Texas
$547K -$925K -7,798 -63%
BAM
299
Belpointe Asset Management
Nevada
$542K +$542K +4,566 New
TRCT
300
Tower Research Capital (TRC)
New York
$510K -$6.25M -52,699 -92%
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