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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 %
BWL
351
Bogart Wealth LLC
Virginia
$5K – – –
NA
352
NewEdge Advisors
Louisiana
$4.45K +$2.08K +18,860 +87%
BWM
353
Baystate Wealth Management
Massachusetts
$4K -$18.7K -178 -82%
UBS AM
354
UBS AM
Illinois
$3.73K +$3.73K +34 New
NC
355
NewSquare Capital
Pennsylvania
$3K – – –
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +25 New
AFNAS
357
American Financial Network Advisory Services
California
$2.38K -$111 -7 -4%
CIM
358
Contravisory Investment Management
Massachusetts
$2K – – –
BRC
359
Bell Rock Capital
Delaware
$2K – – –
AC
360
Avestar Capital
New York
$1K +$1K +13 New
AIL
361
AGF Investments LLC
Ontario, Canada
$15 +$15 +133 +4,433%
NCM
362
Niemann Capital Management
Nevada
– -$22.7M -214,439 Closed
QAM
363
Q3 Asset Management
Michigan
– -$5.51M -51,979 Closed
FTIOP
364
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$5.34M -50,390 Closed
Jane Street
365
Jane Street
New York
– -$5.24M -49,510 Closed
TRCT
366
Tower Research Capital (TRC)
New York
– -$2.63M -24,788 Closed
MIAN
367
Mariner Independent Advisor Network
Kansas
– -$2.35M -22,218 Closed
MWVC
368
Morgens Waterfall Vintiadis & Co
New York
– -$2.12M -20,000 Closed
PCM
369
Penserra Capital Management
California
– -$1.58M -14,880 Closed
SG Americas Securities
370
SG Americas Securities
New York
– -$1.17M -11,000 Closed
HPWM
371
Highland Private Wealth Management
Washington
– -$579K -5,467 Closed
WP
372
WealthPLAN Partners
Nebraska
– -$342K -3,232 Closed
AW
373
ACG Wealth
Georgia
– -$251K -2,372 Closed
JG
374
Jefferies Group
New York
– -$201K -1,900 Closed
GT
375
Glenmede Trust
Pennsylvania
– -$101K -987 Closed
12 13 14
15
16