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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
376
Shamrock Asset Management
Texas
$169K -$24.7K -208 -13%
GWS
377
Glassman Wealth Services
Virginia
$150K +$150K +1,264 New
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$147K -$30.6K -258 -17%
S
379
SignatureFD
Georgia
$133K -$243K -2,045 -65%
APC
380
Aspire Private Capital
North Carolina
$119K +$18.9K +160 +19%
GTAM
381
Global Trust Asset Management
Florida
$111K -$3.33K -28 -3%
APSP
382
Asset Planning Services (Pennsylvania)
Pennsylvania
$108K +$236 +2 +0.2%
FPB
383
First PREMIER Bank
South Dakota
$99K – – –
William Blair & Company
384
William Blair & Company
Illinois
$85K -$17.4K -146 -17%
HFM
385
Hartford Financial Management
Connecticut
$85K – – –
HNB
386
Huntington National Bank
Ohio
$68K -$81K – –
BBA
387
Braun-Bostich & Associates
Pennsylvania
$61K -$92.6K -782 -60%
TC
388
Truvestments Capital
Florida
$60K – – –
PVH
389
Psagot Value Holdings
Israel
$58K +$23.6K +200 +68%
CAC
390
Certified Advisory Corp
Florida
$57K +$236 +2 +0.4%
MCM
391
McMillion Capital Management
North Carolina
$55K +$55K +466 New
EWM
392
Endurance Wealth Management
Rhode Island
$53K – – –
BWM
393
BerganKDV Wealth Management
Minnesota
$47K – – –
FHA
394
Flagship Harbor Advisors
Massachusetts
$44K -$3.62K -31 -8%
AIS
395
Accurate Investment Solutions
Pennsylvania
$40K – – –
MWM
396
Merriman Wealth Management
Washington
$38.7K +$38.7K +32,332 New
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
LPWM
398
Lake Point Wealth Management
Texas
$29K – – –
EWM
399
Elmwood Wealth Management
California
$27K -$9K -75 -25%
LWM
400
Lenox Wealth Management
Ohio
$27K +$10.1K +88 +60%
14 15
16
17 18