MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
–
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$51.8M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$32.4M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$30.3M
4
Wells Fargo
Wells Fargo
California
+$23.6M
5
UBS Group
UBS Group
Switzerland
+$19.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$180M
2
BlackRock
BlackRock
New York
-$78M
3
Goldman Sachs
Goldman Sachs
New York
-$73.7M
4
EMPI
Elo Mutual Pension Insurance
Finland
-$55M
5
Bank of America
Bank of America
North Carolina
-$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$51.3M -$17.9M -159,167 -26%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$50.8M +$18.4M +163,618 +57%
PI
28
PFS Investments
Georgia
$45.7M +$4.44M +39,581 +11%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$44.4M -$852K -7,598 -2%
TC
30
Trilogy Capital
California
$40.4M +$11.9M +106,402 +42%
AssetMark Inc
31
AssetMark Inc
California
$39.6M +$4.66M +41,573 +13%
CAN
32
Cetera Advisor Networks
California
$39.1M +$15.5M +138,229 +66%
PC
33
Permanens Capital
New York
$35.6M +$13.7M +122,082 +63%
PAS
34
Park Avenue Securities
New York
$35.5M -$32.8M -291,362 -48%
ACM
35
Armbruster Capital Management
New York
$34.1M +$296K +2,638 +0.9%
BCI
36
Brinker Capital Investments
Pennsylvania
$33M -$6.85M -61,051 -17%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$32.4M +$32.4M +288,546 New
HFA
38
Huber Financial Advisors
Illinois
$32M +$2.37M +21,162 +8%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$31.2M +$30.3M +270,057 +3,384%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$29.8M -$6.56M -58,428 -18%
DLIC
41
Daido Life Insurance Company
Japan
$28M – – –
BTS
42
BB&T Securities
Virginia
$27.9M +$704K +6,275 +3%
WDL
43
Well Done LLC
Michigan
$26.2M -$9.37M -83,545 -26%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$25.6M -$2.16M -19,295 -8%
CFA
45
Carroll Financial Associates
North Carolina
$25.5M +$922K +8,215 +4%
FDCC
46
Foster Dykema Cabot & Co
Massachusetts
$25.2M +$265K +2,366 +1%
Mariner
47
Mariner
Kansas
$24.1M +$5.43M +65,316 +29%
AIC
48
Ameritas Investment Company
Nebraska
$22.8M +$9.1M +81,135 +67%
CC
49
Chanos & Company
New York
$22M +$8.29M +73,884 +60%
AWM
50
Affinity Wealth Management
Delaware
$19.4M +$17.8M +158,408 +1,083%
1
2
3 4 5