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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

438 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
9.53%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
70
Increased
181
Reduced
144
Closed
31
Calls
$1.57M
Puts
$12.7M
Net Calls
-$11.1M
Net Calls Change
-$9.65M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
2
HI
Horizon Investments
North Carolina
+$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$56.2M
5
PI
PFS Investments
Georgia
+$55.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42.6M
2
AIC
Ameritas Investment Company
Nebraska
-$23M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.4M
4
UBS Group
UBS Group
Switzerland
-$19.5M
5
CS
Credit Suisse
Switzerland
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
351
Sequent Asset Management
Texas
$262K – – –
VFA
352
Valeo Financial Advisors
Indiana
$262K +$54.9K +463 +27%
PJSIMP
353
P.J. Schmidt Investment Management (PJS)
Wisconsin
$254K +$254K +2,145 New
MSR
354
Main Street Research
Connecticut
$252K – – –
CW
355
CreativeOne Wealth
Kansas
$252K +$17.3K +146 +7%
WAM
356
Weatherly Asset Management
California
$251K – – –
WPIC
357
White Pine Investment Company
Michigan
$244K +$244K +2,059 New
WI
358
Wintrust Investments
Illinois
$243K -$7.49K -63 -3%
SDWIA
359
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K – – –
MIH
360
Meitav Investment House
Israel
$237K – – –
FPGK
361
Financial Partners Group (Kansas)
Kansas
$236K -$188K -1,591 -44%
AAP
362
Arax Advisory Partners
Colorado
$234K +$234K +1,969 New
CRWM
363
Castle Rock Wealth Management
California
$229K +$229K +1,934 New
GIM
364
Goelzer Investment Management
Indiana
$226K -$426K -3,583 -65%
IWA
365
IBEX Wealth Advisors
New Jersey
$217K +$217K +1,832 New
AIA
366
Avalon Investment & Advisory
Texas
$213K -$88K -742 -29%
ACA
367
Aptus Capital Advisors
Alabama
$212K +$212K +1,788 New
SWM
368
Sequoia Wealth Management
Illinois
$211K +$211K +1,737 New
SIA
369
Strategic Investment Advisors
Michigan
$210K +$210K +1,749 New
SCM
370
Smith Capital Management
Arkansas
$210K +$210K +1,773 New
OFG
371
OmniStar Financial Group
North Carolina
$205K -$13.8K -117 -6%
IFAM
372
Institutional & Family Asset Management
Colorado
$193K +$72K +606 +60%
FCA
373
FinTrust Capital Advisors
South Carolina
$193K +$159K +1,340 +472%
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$34.4K -290 -15%
JCM
375
Jacobi Capital Management
Pennsylvania
$187K – – –
13 14
15
16 17