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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 %
WT
301
Washington Trust
Rhode Island
$275K +$275K +2,307 New
JGIA
302
Jackson Grant Investment Advisers
Connecticut
$267K +$10.8K +91 +4%
SAM
303
Sequent Asset Management
Texas
$263K – – –
W
304
Wealthfront
California
$256K -$2.62K -22 -1%
RCAG
305
Rehmann Capital Advisory Group
Michigan
$253K +$6.55K +55 +3%
MSR
306
Main Street Research
Connecticut
$253K -$119K -1,000 -32%
WAM
307
Weatherly Asset Management
California
$252K – – –
TDC
308
Thompson Davis & Co
Virginia
$251K – – –
WB
309
Webster Bank
Connecticut
$247K -$146K -1,223 -37%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$245K +$88.7K +746 +57%
CCT
311
Country Club Trust
Missouri
$238K -$11.1K -93 -4%
WA
312
WBH Advisory
Maryland
$237K +$712 +6 +0.3%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K +$225K +1,892 +2,102%
SP
314
Successful Portfolios
Florida
$233K -$9.78K -82 -4%
SFM
315
Signet Financial Management
New Jersey
$228K -$238 -2 -0.1%
ACI
316
Alpha Cubed Investments
California
$215K +$215K +1,971 New
SS
317
Simplicity Solutions
Minnesota
$205K +$205K +1,724 New
HCIA
318
Hochman Cole Investment Advisors
Illinois
$202K +$202K +1,700 New
CWA
319
Clarus Wealth Advisors
Arizona
$196K -$108K -905 -35%
DRS
320
Deane Retirement Strategies
Louisiana
$195K +$3.21K +27 +2%
JCM
321
Jacobi Capital Management
Pennsylvania
$187K +$27.3K +230 +17%
CAG
322
Csenge Advisory Group
Florida
$178K -$981K -9,235 -85%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$173K +$7.03K +59 +4%
CWM
324
Catamount Wealth Management
Connecticut
$159K -$596 -5 -0.4%
HNB
325
Huntington National Bank
Ohio
$159K -$16K – –
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