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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

471 hedge funds and large institutions have $7B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+33
Holders Change %
+7.53%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
1.47%
New
68
Increased
200
Reduced
158
Closed
32
Calls
$2.3M
Puts
$1.95M
Net Calls
+$358K
Net Calls Change
+$11.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$99.7M
2
BlackRock
BlackRock
New York
+$55.6M
3
Bank of America
Bank of America
North Carolina
+$51.8M
4
WCG
Wall Capital Group
Arizona
+$40.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$118M
2
HI
Horizon Investments
North Carolina
-$72.7M
3
PI
PFS Investments
Georgia
-$56M
4
AG
Advisor Group
Arizona
-$44.5M
5
Jane Street
Jane Street
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
476
Transamerica Financial Advisors
Florida
– -$2.71M -22,826 Closed
FA
477
FDx Advisors
Illinois
– -$2.66M -22,447 Closed
CIBC World Market
478
CIBC World Market
Ontario, Canada
– -$1.62M -13,635 Closed
Bank of Nova Scotia
479
Bank of Nova Scotia
Ontario, Canada
– -$973K -8,204 Closed
VCM
480
Virtue Capital Management
Tennessee
– -$611K -5,154 Closed
TCB
481
Texas Capital Bancshares
Texas
– -$547K -4,613 Closed
Northern Trust
482
Northern Trust
Illinois
– -$432K -3,641 Closed
Simplex Trading
483
Simplex Trading
Illinois
– -$413K -3,486 Closed
CS
484
Credit Suisse
Switzerland
– -$390K -3,291 Closed
CG
485
Cutler Group
California
– -$366K -3,088 Closed
ACP
486
Aveo Capital Partners
Colorado
– -$303K -2,470 Closed
SDWIA
487
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$243K -2,047 Closed
WI
488
Wintrust Investments
Illinois
– -$243K -2,045 Closed
GIM
489
Goelzer Investment Management
Indiana
– -$226K -1,902 Closed
IWA
490
IBEX Wealth Advisors
New Jersey
– -$217K -1,832 Closed
SCM
491
Smith Capital Management
Arkansas
– -$210K -1,773 Closed
BBA
492
Braun-Bostich & Associates
Pennsylvania
– -$61K -515 Closed
BWM
493
BerganKDV Wealth Management
Minnesota
– -$47K -400 Closed
WEC
494
Winslow Evans & Crocker
Massachusetts
– -$12K -100 Closed
ACS
495
Archford Capital Strategies
Illinois
– -$10K -81 Closed
DWM
496
Destination Wealth Management
California
– -$6K -51 Closed
DRS
497
Deane Retirement Strategies
Louisiana
– -$4K -33 Closed
Parallax Volatility Advisers
498
Parallax Volatility Advisers
California
– -$3K -29 Closed
RCAG
499
Rehmann Capital Advisory Group
Michigan
– -$3.32K -28 Closed
AC
500
Avestar Capital
New York
– -$1K -13 Closed
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