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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 %
PI
326
Parkside Investments
Illinois
$143K +$143K +1,210 New
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$123K +1,038 +2,076%
MWM
328
MinichMacGregor Wealth Management
New York
$126K -$22.2K -187 -15%
GWS
329
Glassman Wealth Services
Virginia
$117K – – –
NFG
330
Next Financial Group
Texas
$104K -$825K -6,958 -89%
APSP
331
Asset Planning Services (Pennsylvania)
Pennsylvania
$102K -$2.47K -22 -2%
FPB
332
First PREMIER Bank
South Dakota
$99K – – –
AIM
333
Arcadia Investment Management
Michigan
$94K +$94K +791 New
HFM
334
Hartford Financial Management
Connecticut
$85K – – –
IFAM
335
Institutional & Family Asset Management
Colorado
$84K +$237 +2 +0.3%
CAC
336
Certified Advisory Corp
Florida
$65K +$15.7K +133 +32%
William Blair & Company
337
William Blair & Company
Illinois
$61K – – –
RAM
338
Riggs Asset Management
Pennsylvania
$56K +$34.1K +291 +156%
EWM
339
Endurance Wealth Management
Rhode Island
$53K – – –
RFC
340
Regions Financial Corp
Alabama
$48K – – –
CHP
341
Cable Hill Partners
Oregon
$47K – – –
EWM
342
Elmwood Wealth Management
California
$41.7K – – –
AIS
343
Accurate Investment Solutions
Pennsylvania
$40K – – –
BWM
344
BerganKDV Wealth Management
Minnesota
$36K – – –
WC
345
Whitney & Co
New York
$34K – – –
SIS
346
Sound Income Strategies
Florida
$32K -$9.91K -83 -24%
DWM
347
Destination Wealth Management
California
$25K – – –
PVH
348
Psagot Value Holdings
Israel
$18K – – –
FANJ
349
Financial Architects (New Jersey)
New Jersey
$18K +$4.2K +35 +30%
QAM
350
QCI Asset Management
New York
$18K +$18K +150 New
12 13
14
15 16