MTUM icon

iShares MSCI USA Momentum Factor ETF

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
351
Truvestments Capital
Florida
$56K +$56K +502 New
CAC
352
Certified Advisory Corp
Florida
$54K +$8.07K +72 +18%
EWM
353
Endurance Wealth Management
Rhode Island
$50K
RFC
354
Regions Financial Corp
Alabama
$45K
BWM
355
BerganKDV Wealth Management
Minnesota
$45K
CHP
356
Cable Hill Partners
Oregon
$45K
FHA
357
Flagship Harbor Advisors
Massachusetts
$45K
AIS
358
Accurate Investment Solutions
Pennsylvania
$38K +$38K +339 New
EWM
359
Elmwood Wealth Management
California
$34K -$5.67K -50 -14%
PVH
360
Psagot Value Holdings
Israel
$33K
CAM
361
Cresset Asset Management
Illinois
$33K +$28.2K +253 +588%
VCM
362
Vigilant Capital Management
Maine
$32K
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$32K
FCA
364
FinTrust Capital Advisors
South Carolina
$32K
RCAG
365
Rehmann Capital Advisory Group
Michigan
$31.1K -$237K -2,111 -88%
LPWM
366
Lake Point Wealth Management
Texas
$29K -$1.22M -10,314 -98%
PB
367
Pinnacle Bancorp
Nebraska
$20K -$49.4K -440 -71%
CFN
368
Cordasco Financial Network
Florida
$20K
CB
369
CNB Bank
Pennsylvania
$18K +$18K +161 New
LWM
370
Lenox Wealth Management
Ohio
$16K -$4.14K -38 -21%
JWM
371
Janiczek Wealth Management
Colorado
$16K
AIL
372
AGF Investments LLC
Ontario, Canada
$16K +$16K +142 New
NWM
373
Northwest Wealth Management
Iowa
$15K +$15K +135 New
PCA
374
Providence Capital Advisors
North Carolina
$12K
WEC
375
Winslow Evans & Crocker
Massachusetts
$12K