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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

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

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$51.8M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$32.4M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$30.3M
4
Wells Fargo
Wells Fargo
California
+$23.6M
5
UBS Group
UBS Group
Switzerland
+$19.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$180M
2
BlackRock
BlackRock
New York
-$78M
3
Goldman Sachs
Goldman Sachs
New York
-$73.7M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$55M
5
Bank of America
Bank of America
North Carolina
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
401
Private Ocean
California
$1K -$143 -1 -13%
AC
402
Avestar Capital
New York
$1K – – –
BRC
403
Bell Rock Capital
Delaware
$1K – – –
GT
404
Glenmede Trust
Pennsylvania
$215 +$105 +936 +95%
MC
405
Muzinich & Co
New York
$188 +$188 +1,677 New
CC
406
Claybrook Capital
Massachusetts
– -$31.8M -317,332 Closed
EC
407
Estate Counselors
Wisconsin
– -$11M -110,170 Closed
LMIM
408
Lockheed Martin Investment Management
Maryland
– -$10M -100,000 Closed
SG
409
Strid Group
Pennsylvania
– -$8.49M -84,662 Closed
MTB
410
Mizuho Trust & Banking
Japan
– -$6.01M -60,000 Closed
I
411
INVST
Indiana
– -$5.03M -50,139 Closed
BCM
412
Barometer Capital Management
Ontario, Canada
– -$4.82M -48,100 Closed
Deutsche Bank
413
Deutsche Bank
Germany
– -$3.7M -36,884 Closed
RFO
414
RiverGlades Family Offices
Florida
– -$3.39M -33,813 Closed
BCA
415
Biltmore Capital Advisors
New Jersey
– -$2.9M -28,610 Closed
C
416
Clearshares
New York
– -$2.9M -28,610 Closed
FMBTD
417
First Midwest Bank Trust Division
Illinois
– -$2.74M -27,373 Closed
TFA
418
Transamerica Financial Advisors
Florida
– -$2.72M -27,104 Closed
QAM
419
Questar Asset Management
Minnesota
– -$2.16M -21,519 Closed
Millennium Management
420
Millennium Management
New York
– -$2.01M -20,000 Closed
IC
421
Inscription Capital
Texas
– -$1.97M -19,692 Closed
Wolverine Trading
422
Wolverine Trading
Illinois
– -$1.79M -18,139 Closed
AFP
423
Ausdal Financial Partners
Iowa
– -$1.74M -17,306 Closed
TSS
424
Two Sigma Securities
New York
– -$1.26M -12,535 Closed
GCMG
425
Gyroscope Capital Management Group
Florida
– -$1.19M -11,835 Closed
15 16
17
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