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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 %
FANJ
376
Financial Architects (New Jersey)
New Jersey
$16K +$810 +8 +5%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$15K -$127K -1,300 -89%
QAM
378
QCI Asset Management
New York
$15K – – –
KPW
379
Kore Private Wealth
New York
$15K +$15K +149 New
JWM
380
Janiczek Wealth Management
Colorado
$14K – – –
BOPW
381
Brandywine Oak Private Wealth
Pennsylvania
$13K +$13K +139 New
WEC
382
Winslow Evans & Crocker
Massachusetts
$12K – – –
LWM
383
Lenox Wealth Management
Ohio
$10K +$10K +185 New
BWL
384
Bogart Wealth LLC
Virginia
$8K -$909K -9,998 -99%
ACA
385
Ackerman Capital Advisors
Texas
$7.87K +$7.87K +78,557 New
FC
386
Ferris Capital
Massachusetts
$7K -$816K -7,810 -99%
NA
387
NewEdge Advisors
Louisiana
$5.78K +$1.17K +11,652 +25%
NR
388
Newfound Research
Massachusetts
$5K -$2.56K -23 -34%
HS
389
Horan Securities
United States
$5K – – –
CAM
390
Cresset Asset Management
Illinois
$4K +$4K +43 New
LDFR
391
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3K +31 New
W
392
WealthOne
New York
$3K +$3K +33 New
UBS AM
393
UBS AM
Illinois
$2.21K -$1.2K -12 -35%
JWA
394
JFS Wealth Advisors
Pennsylvania
$2K +$2K +16 New
BRC
395
Bell Rock Capital
Delaware
$1K – – –
PO
396
Private Ocean
California
$1K – – –
AC
397
Avestar Capital
New York
$1K – – –
BAMG
398
Brand Asset Management Group
Missouri
$1K +$1K +5 New
CBT
399
Capital Bank & Trust
California
$1K +$1K +6 New
DWM
400
Doyle Wealth Management
Florida
$1K +$1K +10 New
14 15
16
17 18