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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 %
MSAM
301
Moloney Securities Asset Management
Missouri
$372K -$36.7K -366 -9%
NFG
302
Noven Financial Group
Colorado
$360K +$1K +10 +0.3%
VFA
303
Valeo Financial Advisors
Indiana
$360K +$69.1K +689 +24%
PCG
304
Private Capital Group
Connecticut
$354K -$62.2K -621 -15%
S
305
SignatureFD
Georgia
$347K +$73.3K +731 +27%
LA
306
LexAurum Advisors
Kansas
$340K -$18K -179 -5%
OFG
307
OmniStar Financial Group
North Carolina
$337K -$3.81K -38 -1%
LRIA
308
Leonard Rickey Investment Advisors
Washington
$330K -$84.5K -843 -20%
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K +$127K +1,270 +64%
CBFP
310
Cedar Brook Financial Partners
Ohio
$317K +$317K +3,166 New
SXL
311
Summit X LLC
Missouri
$314K +$68K +675 +28%
SFS
312
Strategic Financial Services
New York
$306K +$306K +3,048 New
SG
313
StoneX Group
New York
$305K -$149K -1,491 -33%
PS
314
Portfolio Strategies
New York
$304K -$4.42K -44 -1%
EWF
315
Epstein & White Financial
California
$296K -$414K -4,064 -58%
Marshall Wace
316
Marshall Wace
United Kingdom
$291K +$291K +2,900 New
EF
317
Empirical Finance
Pennsylvania
$285K – – –
CA
318
Continuum Advisory
Idaho
$283K -$243K -2,430 -46%
DAS
319
Dynamic Advisor Solutions
Arizona
$276K -$31.3K -298 -10%
KWM
320
Kingsview Wealth Management
Oregon
$273K +$273K +2,726 New
IAA
321
Independent Advisor Alliance
North Carolina
$258K +$258K +2,413 New
AB
322
Atlas Brown
Kentucky
$257K +$15K +150 +6%
AAP
323
Arax Advisory Partners
Colorado
$255K -$131K -1,305 -34%
CWM
324
Centric Wealth Management
Illinois
$254K +$254K +2,531 New
TCM
325
Traynor Capital Management
Pennsylvania
$244K +$244K +2,438 New
11 12
13
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