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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
8.3%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
1.33%
New
57
Increased
183
Reduced
89
Closed
20
Calls
$1.93M
Puts
$8.77M
Net Calls
-$6.85M
Net Calls Change
-$1.33M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$59.1M
4
LPL Financial
LPL Financial
California
+$58.2M
5
Wells Fargo
Wells Fargo
California
+$50.9M

Top Sellers

1
PIM
Parker Investment Management
California
-$86.1M
2
CAN
Cetera Advisor Networks
California
-$47M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$31.8M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
NCM
Niemann Capital Management
Nevada
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
26
United Services Automobile Association
Texas
$53.3M +$845K +7,700 +2%
RJA
27
Raymond James & Associates
Florida
$50.5M +$9.55M +87,021 +23%
BCI
28
Brinker Capital Investments
Pennsylvania
$46M -$25.5M -232,215 -36%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$43.8M -$2.22M -20,239 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$43.1M +$1.48M +13,492 +4%
Citigroup
31
Citigroup
New York
$42.8M +$40.6M +370,406 +1,909%
OFG
32
Oxford Financial Group
Indiana
$39.2M +$8.87M +80,894 +29%
MML Investors Services
33
MML Investors Services
Massachusetts
$36.9M +$16.1M +146,972 +78%
AI
34
Atria Investments
North Carolina
$36.5M +$6.88M +62,737 +23%
QI
35
QS Investors
New York
$36.2M -$2.29M -20,871 -6%
CCMG
36
Clark Capital Management Group
Pennsylvania
$34.1M -$31.8M -289,766 -48%
ACM
37
Armbruster Capital Management
New York
$33.9M -$424K -3,868 -1%
Bessemer Group
38
Bessemer Group
New Jersey
$32.8M +$32.8M +299,200 New
WDL
39
Well Done LLC
Michigan
$32.6M +$2.62M +23,920 +9%
3AM
40
3D Asset Management
Connecticut
$31.2M -$768K -7,003 -2%
CFA
41
Carroll Financial Associates
North Carolina
$28.9M +$1.86M +16,972 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$27.6M +$2.16M +19,672 +8%
DLIC
43
Daido Life Insurance Company
Japan
$27.4M +$18.1M +164,906 +195%
AssetMark Inc
44
AssetMark Inc
California
$27.2M +$1.18M +10,778 +5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$27M -$1.21M -11,072 -4%
CWM
46
Cornerstone Wealth Management
Missouri
$26.5M +$26.3M +2,899,580 +16,320%
QA
47
Quantitative Advantage
Minnesota
$25.6M -$256K -2,331 -1%
PC
48
Permanens Capital
New York
$25.4M -$61.8K -563 -0.2%
PIM
49
Parker Investment Management
California
$25.3M -$86.1M -784,452 -77%
MTB
50
Mizuho Trust & Banking
Japan
$25.2M +$17.6M +160,000 +229%
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