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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 %
PI
451
Parkside Investments
Illinois
– -$143K -1,210 Closed
MWM
452
MinichMacGregor Wealth Management
New York
– -$126K -1,060 Closed
GWS
453
Glassman Wealth Services
Virginia
– -$117K -983 Closed
AIM
454
Arcadia Investment Management
Michigan
– -$94K -791 Closed
RAM
455
Riggs Asset Management
Pennsylvania
– -$56K -478 Closed
AIS
456
Accurate Investment Solutions
Pennsylvania
– -$40K -339 Closed
WC
457
Whitney & Co
New York
– -$34K -305 Closed
DWM
458
Destination Wealth Management
California
– -$25K -206 Closed
BSG
459
Black Swift Group
Colorado
– -$18K -150 Closed
AIL
460
AGF Investments LLC
Ontario, Canada
– -$16K -134 Closed
MWM
461
Mascoma Wealth Management
New Hampshire
– -$15K -126 Closed
TCOV
462
Trust Company of Vermont
Vermont
– -$14K -118 Closed
ADL
463
Asset Dedication LLC
California
– -$10K -88 Closed
Financial Engines Advisors
464
Financial Engines Advisors
California
– -$9K -78 Closed
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
– -$7K -63 Closed
APP
466
Avantax Planning Partners
Iowa
– -$6K -48 Closed
NC
467
NewSquare Capital
Pennsylvania
– -$3K -22 Closed
BWM
468
Baystate Wealth Management
Massachusetts
– -$1K -12 Closed
15 16 17 18
19