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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 %
CAC
326
Certified Advisory Corp
Florida
$46K – – –
RFC
327
Regions Financial Corp
Alabama
$44K – – –
CHP
328
Cable Hill Partners
Oregon
$44K – – –
SIS
329
Sound Income Strategies
Florida
$39K -$3.44K -31 -8%
EWM
330
Elmwood Wealth Management
California
$38.4K – – –
AIS
331
Accurate Investment Solutions
Pennsylvania
$37K – – –
MPPLM
332
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$35K +$15.8K +145 +82%
WC
333
Whitney & Co
New York
$33K – – –
BWM
334
BerganKDV Wealth Management
Minnesota
$33K +$33K +300 New
DWM
335
Destination Wealth Management
California
$23K +$16.7K +150 +268%
KIG
336
Kessler Investment Group
Indiana
$22K +$22K +203 New
RAM
337
Riggs Asset Management
Pennsylvania
$21K – – –
PMG
338
ProVise Management Group
Florida
$20.7K +$2.74K +2,450 +15%
PVH
339
Psagot Value Holdings
Israel
$17K – – –
WP
340
WealthShield Partners
North Carolina
$17K +$6.31K +56 +59%
AF
341
Advisornet Financial
Minnesota
$17K +$14.3K +129 +538%
HNB
342
Huntington National Bank
Ohio
$16K – – –
JWM
343
Janiczek Wealth Management
Colorado
$15K +$15K +140 New
MCM
344
Mainstay Capital Management
Michigan
$14K +$14K +124 New
MWM
345
Mascoma Wealth Management
New Hampshire
$14K +$14K +126 New
FANJ
346
Financial Architects (New Jersey)
New Jersey
$13K +$5.09K +45 +64%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K -$302K -2,750 -97%
NR
348
Newfound Research
Massachusetts
$8K -$5.6K -49 -41%
HS
349
Horan Securities
United States
$6K – – –
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$127K -1,272 -96%
12 13
14
15 16