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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 %
PP
426
PagnatoKarp Partners
Virginia
– -$1.34M -11,209 Closed
JCM
427
Janney Capital Management
Pennsylvania
– -$1.09M -9,157 Closed
ICM
428
Ionic Capital Management
New York
– -$1.08M -9,030 Closed
BCP
429
Blackhawk Capital Partners
Wisconsin
– -$764K -6,416 Closed
BRWM
430
B. Riley Wealth Management
Tennessee
– -$736K -6,189 Closed
BFA
431
Beaumont Financial Advisors
Massachusetts
– -$730K -6,132 Closed
ACM
432
Alethea Capital Management
Washington
– -$713K -5,995 Closed
BA
433
BCM Advisors
Louisiana
– -$619K -5,198 Closed
PP
434
Pension Partners
New York
– -$535K -4,500 Closed
GFPC
435
Global Financial Private Capital
Florida
– -$513K -4,306 Closed
WS
436
Wedbush Securities
California
– -$503K -4,226 Closed
SCA
437
Stuart Chaussee & Associates
California
– -$406K -3,415 Closed
AWA
438
AmeriServ Wealth Advisors
Pennsylvania
– -$380K -3,196 Closed
KA
439
Kovack Advisors
Florida
– -$372K -3,124 Closed
SFA
440
Sequoia Financial Advisors
Ohio
– -$364K -3,055 Closed
MCM
441
Mengis Capital Management
Oregon
– -$345K -2,900 Closed
WB
442
WesBanco Bank
West Virginia
– -$335K -2,814 Closed
CAM
443
Claret Asset Management
Quebec, Canada
– -$320K -2,687 Closed
WB
444
Webster Bank
Connecticut
– -$247K -2,072 Closed
CCT
445
Country Club Trust
Missouri
– -$238K -1,997 Closed
ACI
446
Alpha Cubed Investments
California
– -$215K -1,971 Closed
SP
447
Successful Portfolios
Florida
– -$233K -1,954 Closed
SFM
448
Signet Financial Management
New Jersey
– -$228K -1,912 Closed
CAG
449
Csenge Advisory Group
Florida
– -$178K -1,676 Closed
CWM
450
Catamount Wealth Management
Connecticut
– -$159K -1,335 Closed
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