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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 %
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$27K +$16.5K +136 +156%
PB
402
Pinnacle Bancorp
Nebraska
$21K – – –
SIC
403
Salem Investment Counselors
North Carolina
$21K +$21K +175 New
HWM
404
Holloway Wealth Management
Florida
$19K – – –
CB
405
CNB Bank
Pennsylvania
$19K – – –
AIL
406
AGF Investments LLC
Ontario, Canada
$17K – – –
JWM
407
Janiczek Wealth Management
Colorado
$17K – – –
CFN
408
Cordasco Financial Network
Florida
$15K -$5.08K -44 -25%
WEC
409
Winslow Evans & Crocker
Massachusetts
$12K – – –
ACS
410
Archford Capital Strategies
Illinois
$10K +$10K +81 New
ACA
411
Ackerman Capital Advisors
Texas
$6.59K -$1.67K -14,071 -20%
TFGT
412
TS Financial Group (TSFG)
Illinois
$6K -$1.93K -17 -24%
HS
413
Horan Securities
United States
$6K – – –
GWMIA
414
Global Wealth Management Investment Advisory
Florida
$6K +$6K +50 New
DWM
415
Destination Wealth Management
California
$6K +$6K +51 New
CTC
416
Central Trust Company
Missouri
$6K +$6K +52 New
JFA
417
JNBA Financial Advisors
Minnesota
$6K +$6K +53 New
BWL
418
Bogart Wealth LLC
Virginia
$5K – – –
SIS
419
Sound Income Strategies
Florida
$5K – – –
NR
420
Newfound Research
Massachusetts
$5K +$1.5K +12 +43%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$4K – – –
DRS
422
Deane Retirement Strategies
Louisiana
$4K – – –
RCAG
423
Rehmann Capital Advisory Group
Michigan
$3.32K -$29.5K -249 -90%
LDFR
424
Lehman & Derafelo Financial Resources
Pennsylvania
$3K -$444 -4 -13%
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$3K – – –
15 16
17
18 19