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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 %
QAM
351
QCI Asset Management
New York
$18K +$18K +150 New
JWM
352
Janiczek Wealth Management
Colorado
$17K – – –
AIL
353
AGF Investments LLC
Ontario, Canada
$16K -$239 -2 -1%
MWM
354
Mascoma Wealth Management
New Hampshire
$15K – – –
AF
355
Advisornet Financial
Minnesota
$14K -$3.85K -33 -22%
TCOV
356
Trust Company of Vermont
Vermont
$14K +$14K +118 New
WEC
357
Winslow Evans & Crocker
Massachusetts
$12K -$90.7K -756 -88%
WWM
358
Wagner Wealth Management
South Carolina
$10K +$10K +80 New
ADL
359
Asset Dedication LLC
California
$10K +$10K +88 New
CF
360
Centaurus Financial
California
$9.71K -$8.5M -71,776 -100%
Financial Engines Advisors
361
Financial Engines Advisors
California
$9K +$9K +78 New
NR
362
Newfound Research
Massachusetts
$8K -$235 -2 -3%
WSTAM
363
Wilbanks Smith & Thomas Asset Management
Virginia
$7K +$7K +63 New
HS
364
Horan Securities
United States
$6K – – –
APP
365
Avantax Planning Partners
Iowa
$6K +$6K +48 New
UBS AM
366
UBS AM
Illinois
$4.05K – – –
NC
367
NewSquare Capital
Pennsylvania
$3K – – –
BRC
368
Bell Rock Capital
Delaware
$2K – – –
BWM
369
Baystate Wealth Management
Massachusetts
$1K -$2.17K -26 -68%
AC
370
Avestar Capital
New York
$1K – – –
PO
371
Private Ocean
California
$1K +$1K +8 New
AMCA
372
Arthur M. Cohen & Associates
Illinois
$442 +$442 +3,718 New
QA
373
Quantitative Advantage
Minnesota
– -$25.6M -233,579 Closed
Barclays
374
Barclays
United Kingdom
– -$20.8M -190,000 Closed
PCMK
375
Paragon Capital Management (Kansas)
Kansas
– -$23.7M -155,764 Closed
13 14
15
16 17