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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 %
DT
26
Diversified Trust
Tennessee
$51.5M +$638K +6,363 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$44.3M +$1.88M +18,787 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$40.5M +$9.91M +98,859 +32%
PI
29
PFS Investments
Georgia
$37.6M -$2.15M -21,005 -5%
BCI
30
Brinker Capital Investments
Pennsylvania
$35.6M -$25.8M -256,985 -42%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$32.5M -$1.52M -15,176 -4%
WDL
32
Well Done LLC
Michigan
$31.8M +$1.82M +18,164 +6%
CC
33
Claybrook Capital
Massachusetts
$31.8M +$31.8M +317,332 New
AssetMark Inc
34
AssetMark Inc
California
$31.2M +$4.51M +45,021 +17%
ACM
35
Armbruster Capital Management
New York
$30.2M -$1.01M -10,058 -3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$29M +$25.1M +250,382 +650%
HFA
37
Huber Financial Advisors
Illinois
$26.5M +$21.5M +214,945 +434%
TC
38
Trilogy Capital
California
$25.4M +$5.18M +51,662 +26%
DLIC
39
Daido Life Insurance Company
Japan
$25M – – –
SFA
40
Stewardship Financial Advisors
Georgia
$24.9M +$4.21M +41,977 +20%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$24.8M -$7.07M -70,504 -22%
BTS
42
BB&T Securities
Virginia
$24.3M -$98.4K -982 -0.4%
Mariner
43
Mariner
Kansas
$22.6M +$522K +5,207 +2%
FDCC
44
Foster Dykema Cabot & Co
Massachusetts
$22.3M -$100K -1,000 -0.4%
CFA
45
Carroll Financial Associates
North Carolina
$22.2M -$3.19M -31,540 -13%
BFG
46
Barber Financial Group
Kansas
$21.7M -$479K -4,782 -2%
CAN
47
Cetera Advisor Networks
California
$21.1M -$13.7M -136,985 -39%
PC
48
Permanens Capital
New York
$19.6M -$5.13M -51,172 -21%
BCM
49
Brookstone Capital Management
Illinois
$19.1M -$6.09M -60,759 -24%
UCFA
50
United Capital Financial Advisors
Texas
$18.7M +$6.91M +68,903 +59%
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