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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 %
CS
376
Credit Suisse
Switzerland
– -$16.6M -151,453 Closed
DSN
377
D. Scott Neal
Kentucky
– -$4.99M -45,453 Closed
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
– -$4.27M -38,893 Closed
Nomura Holdings
379
Nomura Holdings
Japan
– -$4.17M -38,000 Closed
BRF
380
B. Riley Financial
California
– -$1.32M -11,760 Closed
SEI Investments
381
SEI Investments
Pennsylvania
– -$1.14M -10,395 Closed
Wolverine Trading
382
Wolverine Trading
Illinois
– -$860K -8,120 Closed
SFS
383
Sowell Financial Services
Arkansas
– -$707K -6,236 Closed
VAM
384
Visionary Asset Management
Texas
– -$638K -5,799 Closed
PGA
385
Premia Global Advisors
Florida
– -$418K -3,841 Closed
Citadel Advisors
386
Citadel Advisors
Florida
– -$381K -3,474 Closed
Fisher Asset Management
387
Fisher Asset Management
Washington
– -$341K -3,113 Closed
PCIA
388
Prime Capital Investment Advisors
Kansas
– -$341K -3,106 Closed
FFWA
389
FRG Family Wealth Advisors
Washington
– -$285K -2,598 Closed
TSS
390
Two Sigma Securities
New York
– -$271K -2,468 Closed
M&T Bank
391
M&T Bank
New York
– -$242K -2,202 Closed
FFBTD
392
First Financial Bank - Trust Division
Ohio
– -$240K -2,189 Closed
FTS
393
Fifth Third Securities
Ohio
– -$233K -2,126 Closed
Marshall Wace
394
Marshall Wace
United Kingdom
– -$219K -2,000 Closed
MGIA
395
Moneta Group Investment Advisors
Missouri
– -$205K -1,868 Closed
BCMIO
396
Beacon Capital Management Inc (Ohio)
Ohio
– -$90K -820 Closed
SSP
397
Sapphire Star Partners
Washington
– -$77K -698 Closed
LF
398
Lee Financial
Texas
– -$73K -663 Closed
Chevy Chase Trust
399
Chevy Chase Trust
Maryland
– -$73K -663 Closed
MPPLM
400
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$35K -322 Closed
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16
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