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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 %
MC
426
Moors & Cabot
Massachusetts
– -$1.11M -11,030 Closed
DC
427
Davenport & Co
Virginia
– -$1.02M -10,142 Closed
PWP
428
Private Wealth Partners
California
– -$1.01M -10,104 Closed
V
429
Veritable
Delaware
– -$915K -9,126 Closed
JIP
430
Jaffetilchin Investment Partners
Florida
– -$859K -8,567 Closed
AWS
431
AJ Wealth Strategies
New York
– -$714K -7,123 Closed
Northern Trust
432
Northern Trust
Illinois
– -$588K -5,866 Closed
PFS
433
Prospera Financial Services
Texas
– -$577K -5,754 Closed
GFP
434
Gryphon Financial Partners
Ohio
– -$623K -5,652 Closed
BAM
435
Belpointe Asset Management
Nevada
– -$534K -5,331 Closed
SBL
436
Sargent Bickham Lagudis
Colorado
– -$431K -4,300 Closed
AW
437
ACG Wealth
Georgia
– -$388K -3,868 Closed
SFS
438
Strategic Financial Services
New York
– -$306K -3,048 Closed
EWF
439
Epstein & White Financial
California
– -$296K -2,909 Closed
Marshall Wace
440
Marshall Wace
United Kingdom
– -$291K -2,900 Closed
DAS
441
Dynamic Advisor Solutions
Arizona
– -$276K -2,624 Closed
TCM
442
Traynor Capital Management
Pennsylvania
– -$244K -2,438 Closed
IAA
443
Independent Advisor Alliance
North Carolina
– -$258K -2,413 Closed
SFC
444
SYM Financial Corp
Indiana
– -$241K -2,407 Closed
HCIA
445
Hochman Cole Investment Advisors
Illinois
– -$241K -2,401 Closed
PPA
446
Parametric Portfolio Associates
Washington
– -$221K -2,200 Closed
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
– -$207K -2,061 Closed
HR
448
Hayden Royal
North Carolina
– -$202K -2,019 Closed
Bessemer Group
449
Bessemer Group
New Jersey
– -$134K -1,338 Closed
RTC
450
Riverview Trust Company
Washington
– -$67K -668 Closed
15 16 17
18
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