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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

373 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+11
Holders Change %
+3.04%
% of All Funds
8.54%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
1.42%
New
44
Increased
187
Reduced
106
Closed
32
Calls
$3.09M
Puts
$9.32M
Net Calls
-$6.23M
Net Calls Change
+$615K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$172M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116M
3
USAA
United Services Automobile Association
Texas
+$95.7M
4
Bank of America
Bank of America
North Carolina
+$89M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125M
2
HI
Horizon Investments
North Carolina
-$121M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.2M
4
Citigroup
Citigroup
New York
-$42.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
26
Diversified Trust
Tennessee
$60.4M +$1.31M +10,983 +2%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$60.3M +$12.7M +106,732 +27%
OFG
28
Oxford Financial Group
Indiana
$52.4M +$9.84M +82,672 +23%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$50.3M +$3.59M +30,187 +8%
MML Investors Services
30
MML Investors Services
Massachusetts
$48M +$7.9M +66,362 +20%
PI
31
PFS Investments
Georgia
$46.3M -$25.3M -212,353 -35%
CAN
32
Cetera Advisor Networks
California
$41.4M +$29.3M +245,999 +242%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$40.4M -$60.2M -505,721 -60%
AI
34
Atria Investments
North Carolina
$39.2M -$355K -2,985 -0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$37.8M +$8.57M +72,008 +29%
QI
36
QS Investors
New York
$37.2M -$1.99M -16,747 -5%
ACM
37
Armbruster Capital Management
New York
$37.1M +$289K +2,430 +0.8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$36.3M +$6.31M +53,054 +21%
3AM
39
3D Asset Management
Connecticut
$35.7M +$1.81M +15,240 +5%
WDL
40
Well Done LLC
Michigan
$35.6M +$235K +1,971 +0.7%
AssetMark Inc
41
AssetMark Inc
California
$31.7M +$2.17M +18,270 +7%
BCM
42
Brookstone Capital Management
Illinois
$29.9M +$9.59M +80,627 +47%
CFA
43
Carroll Financial Associates
North Carolina
$29.9M -$1.46M -12,284 -5%
DLIC
44
Daido Life Insurance Company
Japan
$29.7M – – –
PC
45
Permanens Capital
New York
$29.3M +$1.79M +15,072 +7%
BTS
46
BB&T Securities
Virginia
$29M +$10.8M +90,642 +59%
MTB
47
Mizuho Trust & Banking
Japan
$28.6M +$1.19M +10,000 +4%
PIM
48
Parker Investment Management
California
$27M -$475K -3,994 -2%
FDCC
49
Foster Dykema Cabot & Co
Massachusetts
$26.6M +$11.1K +93 +0%
BFG
50
Barber Financial Group
Kansas
$26.3M +$10.8M +90,696 +70%
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