MTUM icon

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 %
PWMG
326
Prestige Wealth Management Group
New Jersey
$372K -$1.9M -15,981 -84%
LRIA
327
Leonard Rickey Investment Advisors
Washington
$369K -$19.6K -165 -5%
CG
328
Cutler Group
California
$366K -$273K -2,300 -43%
CWM
329
Centric Wealth Management
Illinois
$353K +$51.4K +433 +17%
PK
330
Pflug Koory
Nebraska
$334K – – –
PCG
331
Private Capital Group
Connecticut
$333K +$151K +1,368 +83%
ATC
332
Argent Trust Co
Tennessee
$330K -$2.85K -24 -0.9%
MOS
333
MGO One Seven
Ohio
$329K -$11.9K -100 -3%
SFM
334
Signet Financial Management
New Jersey
$329K +$329K +2,677 New
WA
335
WBH Advisory
Maryland
$328K +$9.23K +78 +3%
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$74.2K +615 +30%
PS
337
Portfolio Strategies
New York
$323K -$5.33K -45 -2%
IWS
338
Insight Wealth Strategies
California
$316K +$316K +2,663 New
TPA
339
Trivium Point Advisory
Connecticut
$316K +$316K +2,668 New
ACP
340
Aveo Capital Partners
Colorado
$303K +$303K +2,470 New
BFPW
341
BOK Financial Private Wealth
Colorado
$297K – – –
PP
342
Prudential plc
United Kingdom
$285K -$107K -900 -27%
CAL
343
Capital Advisors Ltd
Ohio
$284K -$118K -993 -29%
JGIA
344
Jackson Grant Investment Advisers
Connecticut
$279K +$949 +8 +0.3%
WT
345
Washington Trust
Rhode Island
$274K – – –
HFA
346
High Falls Advisors
New York
$273K +$48.3K +408 +22%
TFS
347
TrustCore Financial Services
Tennessee
$271K +$271K +2,285 New
BSW
348
Buckingham Strategic Wealth
Missouri
$265K -$37.2K -314 -12%
Wealthfront Advisers
349
Wealthfront Advisers
California
$264K +$9.13K +77 +4%
WWM
350
Windsor Wealth Management
Indiana
$263K +$263K +2,193 New
12 13
14
15 16