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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 %
Marshall Wace
301
Marshall Wace
United Kingdom
$219K +$219K +2,000 New
GLA
302
Good Life Advisors
Pennsylvania
$219K +$219K +2,012 New
WA
303
WBH Advisory
Maryland
$218K – – –
SFM
304
Signet Financial Management
New Jersey
$210K +$30.1K +274 +17%
MGIA
305
Moneta Group Investment Advisors
Missouri
$205K +$205K +1,868 New
MFW
306
Mosaic Family Wealth
Missouri
$204K – – –
DRS
307
Deane Retirement Strategies
Louisiana
$177K +$439 +4 +0.2%
GRP
308
Global Retirement Partners
California
$171K +$80.3K +732 +89%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$153K +$73.2K +667 +92%
CWM
310
Catamount Wealth Management
Connecticut
$153K +$153K +1,340 New
JCM
311
Jacobi Capital Management
Pennsylvania
$148K +$17.1K +155 +13%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$144K – – –
MWM
313
MinichMacGregor Wealth Management
New York
$137K +$6.15K +56 +5%
GWS
314
Glassman Wealth Services
Virginia
$108K +$108K +983 New
APSP
315
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K +$99.3K +907 +3,628%
WEC
316
Winslow Evans & Crocker
Massachusetts
$94K +$16.5K +150 +21%
FPB
317
First PREMIER Bank
South Dakota
$91K – – –
BCMIO
318
Beacon Capital Management Inc (Ohio)
Ohio
$90K +$90K +820 New
HFM
319
Hartford Financial Management
Connecticut
$79K +$79K +718 New
IFAM
320
Institutional & Family Asset Management
Colorado
$78K – – –
SSP
321
Sapphire Star Partners
Washington
$77K +$77K +698 New
LF
322
Lee Financial
Texas
$73K +$73K +663 New
Chevy Chase Trust
323
Chevy Chase Trust
Maryland
$73K +$73K +663 New
William Blair & Company
324
William Blair & Company
Illinois
$56K +$11.4K +104 +25%
EWM
325
Endurance Wealth Management
Rhode Island
$49K – – –
11 12
13
14 15