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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
$630M
2
HI
Horizon Investments
North Carolina
$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
PI
PFS Investments
Georgia
$105M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$208M
2
AIC
Ameritas Investment Company
Nebraska
$1.04M
3
BCI
Brinker Capital Investments
Pennsylvania
$12.5M
4
UBS Group
UBS Group
Switzerland
$240M
5
CS
Credit Suisse
Switzerland
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
451
MA Private Wealth
California
– -$281K -2,508 Closed
TFS
452
Thoroughbred Financial Services
Tennessee
– -$242K -2,157 Closed
MC
453
Muzinich & Co
New York
– -$188 -1,677 Closed
AA
454
Advisory Alpha
Michigan
– -$147K -1,304 Closed
CMO
455
Covenant Multifamily Offices
Texas
– -$99K -885 Closed
RFC
456
Regions Financial Corp
Alabama
– -$45K -404 Closed
CHP
457
Cable Hill Partners
Oregon
– -$45K -400 Closed
CAM
458
Cresset Asset Management
Illinois
– -$33K -296 Closed
VCM
459
Vigilant Capital Management
Maine
– -$32K -283 Closed
NWM
460
Northwest Wealth Management
Iowa
– -$15K -135 Closed
ADL
461
Asset Dedication LLC
California
– -$10K -88 Closed
TA
462
TCG Advisors
Texas
– -$8K -70 Closed
FC
463
Ferris Capital
Massachusetts
– -$8K -67 Closed
DBT
464
Dubuque Bank & Trust
Iowa
– -$6K -52 Closed
WAM
465
Wealthspire Advisors (Maryland)
Maryland
– -$5K -46 Closed
NWA
466
New World Advisors
Massachusetts
– -$2K -17 Closed
BRC
467
Bell Rock Capital
Delaware
– -$1K -16 Closed
QAM
468
QCI Asset Management
New York
– -$1K -13 Closed
SF
469
Synovus Financial
Georgia
– -$2K -12 Closed
PCA
470
Providence Capital Advisors
North Carolina
– -$12K – –
15 16 17 18
19