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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

471 hedge funds and large institutions have $7B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+33
Holders Change %
+7.53%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
1.47%
New
68
Increased
200
Reduced
158
Closed
32
Calls
$2.3M
Puts
$1.95M
Net Calls
+$358K
Net Calls Change
+$11.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$99.7M
2
BlackRock
BlackRock
New York
+$55.6M
3
Bank of America
Bank of America
North Carolina
+$51.8M
4
WCG
Wall Capital Group
Arizona
+$40.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$118M
2
HI
Horizon Investments
North Carolina
-$72.7M
3
PI
PFS Investments
Georgia
-$56M
4
AG
Advisor Group
Arizona
-$44.5M
5
Jane Street
Jane Street
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
326
Franklin Resources
California
$447K -$149K -1,250 -25%
PCIG
327
Partners Capital Investment Group
Massachusetts
$446K – – –
PAA
328
Peregrine Asset Advisers
Oregon
$440K +$1.91K +16 +0.4%
IFWM
329
Institute for Wealth Management
Colorado
$435K -$7.75K -65 -2%
CA
330
Continuum Advisory
Idaho
$434K -$11.8K -100 -3%
EWA
331
EP Wealth Advisors
California
$426K -$29.2K -245 -6%
WA
332
WBH Advisory
Maryland
$423K +$92.9K +780 +28%
Comerica Bank
333
Comerica Bank
Texas
$413K +$413K +3,479 New
MOS
334
MGO One Seven
Ohio
$408K +$76.9K +645 +23%
AWE
335
Avidian Wealth Enterprises
Texas
$395K +$395K +3,310 New
IFS
336
Ifrah Financial Services
Arkansas
$390K -$211K -1,771 -35%
WWM
337
Windsor Wealth Management
Indiana
$389K +$135K +1,168 +53%
AFNAS
338
American Financial Network Advisory Services
California
$384K -$260K -2,183 -40%
RIA
339
Realta Investment Advisors
Delaware
$382K -$55.7K -467 -13%
SFM
340
Signet Financial Management
New Jersey
$382K +$59K +489 +18%
ATC
341
Argent Trust Co
Tennessee
$376K +$43.8K +367 +13%
PWMG
342
Prestige Wealth Management Group
New Jersey
$374K – – –
SC
343
Scotia Capital
Ontario, Canada
$373K -$1.23M -10,282 -77%
CFG
344
CMC Financial Group
Georgia
$371K -$54.8K -460 -13%
PJSIMP
345
P.J. Schmidt Investment Management (PJS)
Wisconsin
$364K +$108K +909 +42%
AIA
346
Avalon Investment & Advisory
Texas
$363K +$149K +1,246 +69%
MSAM
347
Moloney Securities Asset Management
Missouri
$361K -$32.1K -269 -8%
PCG
348
Private Capital Group
Connecticut
$360K -$238 -2 -0.1%
PCM
349
Penserra Capital Management
California
$359K +$359K +3,016 New
CWM
350
Centric Wealth Management
Illinois
$353K +$7.89K +68 +2%
12 13
14
15 16