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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 %
AIC
426
Archer Investment Corporation
Indiana
$3K +$3K +27 New
Parallax Volatility Advisers
427
Parallax Volatility Advisers
California
$3K +$2.9K +28 +2,800%
UBS AM
428
UBS AM
Illinois
$2.61K – – –
JWA
429
JFS Wealth Advisors
Pennsylvania
$2K – – –
TCOV
430
Trust Company of Vermont
Vermont
$2K +$2K +13 New
IRC
431
Investors Research Corp
Georgia
$2K +$2K +15 New
First Manhattan
432
First Manhattan
New York
$2K +$2K +20 New
AC
433
Avestar Capital
New York
$1K – – –
GI
434
Gradient Investments
Minnesota
$1K +$1K +5 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +7 New
DWM
436
Doyle Wealth Management
Florida
$1K +$1K +10 New
GT
437
Glenmede Trust
Pennsylvania
$228 – – –
WIM
438
Westside Investment Management
California
$71 +$71 +600 New
Goldman Sachs
439
Goldman Sachs
New York
– -$11.7M -104,385 Closed
NSLI
440
Nan Shan Life Insurance
Taiwan
– -$8.97M -79,996 Closed
EPA
441
Element Pointe Advisors
Florida
– -$4.41M -39,310 Closed
Invesco
442
Invesco
Georgia
– -$2.07M -18,460 Closed
Koshinski Asset Management
443
Koshinski Asset Management
Illinois
– -$1.71K -15,222 Closed
RCS
444
Retirement Capital Strategies
California
– -$1.48M -13,233 Closed
RCG
445
Ruggie Capital Group
Florida
– -$1.23M -10,934 Closed
XS
446
XR Securities
Illinois
– -$1.01M -9,009 Closed
LA
447
LexAurum Advisors
Kansas
– -$470K -4,188 Closed
AP
448
Arlington Partners
Alabama
– -$427K -3,810 Closed
AUB
449
Atlantic Union Bankshares
Virginia
– -$359K -3,200 Closed
EF
450
Empirical Finance
Pennsylvania
– -$292K -2,599 Closed
15 16 17
18
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