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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 %
AMCA
401
Arthur M. Cohen & Associates
Illinois
$373 – – –
WA
402
WBH Advisory
Maryland
$255 +$55 +547 +27%
GT
403
Glenmede Trust
Pennsylvania
$98 +$98 +987 New
CF
404
Centaurus Financial
California
$93 +$92 +9,226 +11,251%
HI
405
Horizon Investments
North Carolina
– -$150M -1,259,781 Closed
Allianz Asset Management
406
Allianz Asset Management
Germany
– -$76.6M -643,757 Closed
QI
407
QS Investors
New York
– -$37.2M -312,895 Closed
PIM
408
Parker Investment Management
California
– -$27M -226,730 Closed
AIA
409
Arrow Investment Advisors
Maryland
– -$21.6M -181,603 Closed
CCP
410
Cardan Capital Partners
Colorado
– -$20.8M -174,924 Closed
FFS
411
Founders Financial Securities
Maryland
– -$11.2M -93,760 Closed
KP
412
Keel Point
Alabama
– -$10.8M -91,031 Closed
MCIA
413
Mountain Capital Investment Advisors
Colorado
– -$10.7M -89,899 Closed
BMM
414
Berkshire Money Management
Massachusetts
– -$8.7M -73,144 Closed
CCMG
415
Clark Capital Management Group
Pennsylvania
– -$8.18M -68,732 Closed
Manulife (Manufacturers Life Insurance)
416
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$6.45M -54,197 Closed
DWA
417
Dorsey Wright & Associates
California
– -$5.87M -49,362 Closed
BFG
418
Beacon Financial Group
Texas
– -$5.62M -47,232 Closed
TRCT
419
Tower Research Capital (TRC)
New York
– -$3.4M -28,532 Closed
IWA
420
IBEX Wealth Advisors
New Jersey
– -$3.32M -27,764 Closed
MWM
421
Merriman Wealth Management
Washington
– -$2.88M -24,194 Closed
FA
422
FDx Advisors
Illinois
– -$1.96M -16,438 Closed
FF
423
Fluent Financial
Texas
– -$1.65M -13,860 Closed
WSCM
424
Wellington Shields Capital Management
New York
– -$1.65M -13,830 Closed
SWA
425
SFMG Wealth Advisors
Texas
– -$1.49M -13,747 Closed
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