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 %
NFG
376
Next Financial Group
Texas
$11K -$2.07M -18,857 -99%
NFH
377
NEXT Financial Holdings
Texas
$11K +$11K +100 New
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$10K -$7.59K -66 -43%
ADL
379
Asset Dedication LLC
California
$10K +$10K +88 New
FC
380
Ferris Capital
Massachusetts
$8K
TA
381
TCG Advisors
Texas
$8K +$8K +70 New
TFGT
382
TS Financial Group (TSFG)
Illinois
$8K +$8K +70 New
ACA
383
Ackerman Capital Advisors
Texas
$7.82K -$997 -8,887 -11%
HS
384
Horan Securities
United States
$6K
DBT
385
Dubuque Bank & Trust
Iowa
$6K +$6K +52 New
SIS
386
Sound Income Strategies
Florida
$5K -$24.5K -201 -83%
BWL
387
Bogart Wealth LLC
Virginia
$5K -$3.98K -39 -44%
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$5K +$5K +46 New
DRS
389
Deane Retirement Strategies
Louisiana
$4K -$188K -1,549 -98%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$3K -$12.8K -128 -81%
NR
391
Newfound Research
Massachusetts
$3K -$1.82K -17 -38%
LDFR
392
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$3K +$3K +28 New
UBS AM
394
UBS AM
Illinois
$2.47K
Simplex Trading
395
Simplex Trading
Illinois
$2K -$512K -6,396 -100%
JWA
396
JFS Wealth Advisors
Pennsylvania
$2K
SF
397
Synovus Financial
Georgia
$2K +$2K +12 New
NWA
398
New World Advisors
Massachusetts
$2K +$2K +17 New
Koshinski Asset Management
399
Koshinski Asset Management
Illinois
$1.71K -$230 -2,053 -12%
QAM
400
QCI Asset Management
New York
$1K -$10.5K -137 -91%