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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
+$244M
2
HI
Horizon Investments
North Carolina
+$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$56.2M
5
PI
PFS Investments
Georgia
+$55.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42.6M
2
AIC
Ameritas Investment Company
Nebraska
-$23M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.4M
4
UBS Group
UBS Group
Switzerland
-$19.5M
5
CS
Credit Suisse
Switzerland
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$65.6M +$34.1M +287,563 +108%
MML Investors Services
27
MML Investors Services
Massachusetts
$61.9M +$4.85M +40,891 +9%
RJA
28
Raymond James & Associates
Florida
$61.9M -$2.66M -22,387 -4%
DT
29
Diversified Trust
Tennessee
$61.3M -$591K -4,980 -1%
TC
30
Trilogy Capital
California
$57.5M +$13.7M +112,407 +31%
Victory Capital Management
31
Victory Capital Management
Texas
$56.2M +$56.2M +473,750 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$55.3M +$8.35M +70,391 +18%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$52.8M -$2.5M -21,059 -5%
CAN
34
Cetera Advisor Networks
California
$50.7M +$9.33M +78,605 +23%
AssetMark Inc
35
AssetMark Inc
California
$46.8M +$4.93M +41,573 +12%
CCMG
36
Clark Capital Management Group
Pennsylvania
$44.5M +$44.5M +375,416 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$40.7M +$7.77M +65,513 +24%
HFA
38
Huber Financial Advisors
Illinois
$37.8M +$3.97M +33,470 +12%
Jane Street
39
Jane Street
New York
$37M +$35.3M +297,930 +2,077%
PC
40
Permanens Capital
New York
$36.8M -$800K -6,749 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$36.3M +$9.21M +77,698 +34%
PAS
42
Park Avenue Securities
New York
$33.3M -$4.15M -34,970 -11%
ACM
43
Armbruster Capital Management
New York
$32.7M -$3.33M -28,088 -9%
DLIC
44
Daido Life Insurance Company
Japan
$29.6M – – –
BTS
45
BB&T Securities
Virginia
$29.4M -$92.9K -783 -0.3%
WDL
46
Well Done LLC
Michigan
$27.3M -$394K -3,324 -1%
CFA
47
Carroll Financial Associates
North Carolina
$26.7M -$256K -2,162 -0.9%
Mariner
48
Mariner
Kansas
$25.8M -$8.64M -72,883 -25%
IWC
49
Integrated Wealth Concepts
Massachusetts
$24.1M +$5.35M +45,250 +28%
FDCC
50
Foster Dykema Cabot & Co
Massachusetts
$23.5M -$3.18M -26,812 -12%
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