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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 %
HCIA
326
Hochman Cole Investment Advisors
Illinois
$241K +$70.4K +701 +41%
SFC
327
SYM Financial Corp
Indiana
$241K +$241K +2,407 New
RCAG
328
Rehmann Capital Advisory Group
Michigan
$239K +$25.9K +258 +12%
BSW
329
Buckingham Strategic Wealth
Missouri
$233K +$233K +2,328 New
WT
330
Washington Trust
Rhode Island
$231K – – –
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$231K +$6.51K +65 +3%
SAM
332
Sequent Asset Management
Texas
$222K – – –
PPA
333
Parametric Portfolio Associates
Washington
$221K +$221K +2,200 New
HNB
334
Huntington National Bank
Ohio
$219K -$159K – –
CW
335
CreativeOne Wealth
Kansas
$215K +$215K +2,147 New
Wealthfront Advisers
336
Wealthfront Advisers
California
$215K +$215K +2,150 New
WI
337
Wintrust Investments
Illinois
$214K +$214K +2,132 New
MSR
338
Main Street Research
Connecticut
$213K – – –
WAM
339
Weatherly Asset Management
California
$212K – – –
Susquehanna International Group
340
Susquehanna International Group
Pennsylvania
$210K +$210K +2,093 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$207K – – –
AWA
342
Arete Wealth Advisors
Illinois
$203K -$359K -3,580 -64%
HR
343
Hayden Royal
North Carolina
$202K +$202K +2,019 New
PP
344
Prudential plc
United Kingdom
$200K -$270K -2,700 -57%
MIH
345
Meitav Investment House
Israel
$200K +$200K +2,000 New
APC
346
Aspire Private Capital
North Carolina
$180K +$180K +1,792 New
DRS
347
Deane Retirement Strategies
Louisiana
$159K -$5.63K -56 -3%
JCM
348
Jacobi Capital Management
Pennsylvania
$158K – – –
CWA
349
Clarus Wealth Advisors
Arizona
$157K -$7.71K -77 -5%
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$26.8K +267 +25%
12 13
14
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