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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 %
Bessemer Group
351
Bessemer Group
New Jersey
$134K -$16.3M -162,362 -99%
WIM
352
Westside Investment Management
California
$97.2K +$97.2K +970 New
GTAM
353
Global Trust Asset Management
Florida
$95K -$471K -4,689 -83%
APSP
354
Asset Planning Services (Pennsylvania)
Pennsylvania
$92K +$403 +4 +0.4%
FPB
355
First PREMIER Bank
South Dakota
$84K – – –
HFM
356
Hartford Financial Management
Connecticut
$72K – – –
IFAM
357
Institutional & Family Asset Management
Colorado
$72K +$404 +4 +0.6%
William Blair & Company
358
William Blair & Company
Illinois
$69K +$17.6K +175 +34%
RTC
359
Riverview Trust Company
Washington
$67K +$67K +668 New
PB
360
Pinnacle Bancorp
Nebraska
$62K +$62K +618 New
EWM
361
Endurance Wealth Management
Rhode Island
$45K – – –
CAC
362
Certified Advisory Corp
Florida
$41K -$13.9K -139 -25%
FHA
363
Flagship Harbor Advisors
Massachusetts
$40K -$487K -4,966 -92%
CHP
364
Cable Hill Partners
Oregon
$40K – – –
RFC
365
Regions Financial Corp
Alabama
$40K – – –
BWM
366
BerganKDV Wealth Management
Minnesota
$40K +$10K +100 +33%
PCIA
367
Prime Capital Investment Advisors
Kansas
$38K +$38K +378 New
EWM
368
Elmwood Wealth Management
California
$35K – – –
CG
369
Cutler Group
California
$30K -$369K -3,691 -92%
PVH
370
Psagot Value Holdings
Israel
$29K +$13.6K +137 +88%
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$29K +$29K +288 New
VCM
372
Vigilant Capital Management
Maine
$28K +$28K +283 New
FCA
373
FinTrust Capital Advisors
South Carolina
$28K +$28K +284 New
SIS
374
Sound Income Strategies
Florida
$24K -$2.58K -26 -10%
CFN
375
Cordasco Financial Network
Florida
$17K +$17K +174 New
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15
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