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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 %
PPP
301
Private Portfolio Partners
New Jersey
$497K -$33K -278 -6%
WA
302
Winfield Associates
Ohio
$494K +$122K +1,025 +33%
BFEC
303
Benjamin F. Edwards & Company
Missouri
$480K -$4.99K -42 -1%
CIR
304
Clear Investment Research
Georgia
$470K +$26.7K +225 +6%
CA
305
Continuum Advisory
Idaho
$453K +$84.5K +705 +23%
EWA
306
EP Wealth Advisors
California
$453K +$453K +3,819 New
MBT
307
Montecito Bank & Trust
California
$452K -$72.9K -614 -14%
WS
308
Wedbush Securities
California
$448K +$10.8K +91 +2%
Creative Planning
309
Creative Planning
Kansas
$447K +$85.9K +724 +24%
PCIG
310
Partners Capital Investment Group
Massachusetts
$444K +$444K +3,740 New
AMCA
311
Arthur M. Cohen & Associates
Illinois
$441K – – –
IFWM
312
Institute for Wealth Management
Colorado
$440K -$593 -5 -0.1%
AB
313
Atlas Brown
Kentucky
$436K +$92.9K +784 +27%
RIA
314
Realta Investment Advisors
Delaware
$436K +$248K +2,084 +131%
PAA
315
Peregrine Asset Advisers
Oregon
$436K +$436K +3,675 New
Northern Trust
316
Northern Trust
Illinois
$432K +$432K +3,641 New
NFG
317
Noven Financial Group
Colorado
$428K +$1.42K +12 +0.3%
CFG
318
CMC Financial Group
Georgia
$424K -$24.6K -207 -5%
Simplex Trading
319
Simplex Trading
Illinois
$413K +$410K +3,461 +13,844%
MSAM
320
Moloney Securities Asset Management
Missouri
$391K -$36.4K -307 -9%
CS
321
Credit Suisse
Switzerland
$390K -$15.1M -127,251 -97%
AIP
322
Ahrens Investment Partners
Louisiana
$387K -$137K -1,154 -26%
BHB
323
Bank Hapoalim BM
Israel
$383K -$29.7K -250 -7%
LWM
324
Liberty Wealth Management
California
$382K +$21.6K +182 +6%
AWA
325
Arete Wealth Advisors
Illinois
$378K +$86.8K +732 +30%
11 12
13
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