MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
8.3%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
1.33%
New
57
Increased
183
Reduced
89
Closed
20
Calls
$1.93M
Puts
$8.77M
Net Calls
-$6.85M
Net Calls Change
-$1.33M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$59.1M
4
LPL Financial
LPL Financial
California
+$58.2M
5
Wells Fargo
Wells Fargo
California
+$50.9M

Top Sellers

1
PIM
Parker Investment Management
California
-$86.1M
2
CAN
Cetera Advisor Networks
California
-$47M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$31.8M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
NCM
Niemann Capital Management
Nevada
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCC
51
Foster Dykema Cabot & Co
Massachusetts
$24.9M -$124K -1,113 -0.5%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$24M -$2.99M -27,230 -11%
PCMK
53
Paragon Capital Management (Kansas)
Kansas
$23.7M +$22.9M +150,599 +2,916%
Mariner
54
Mariner
Kansas
$23.2M +$23.2M +211,764 New
OC
55
Oppenheimer & Co
New York
$23.1M +$2.65M +24,179 +13%
SFA
56
Stewardship Financial Advisors
Georgia
$22.9M +$3.9M +35,588 +21%
BWA
57
Burt Wealth Advisors
Maryland
$21.3M +$20.1M +183,618 +1,698%
Barclays
58
Barclays
United Kingdom
$20.8M +$20.7M +188,900 +17,173%
AIA
59
Arrow Investment Advisors
Maryland
$20.7M -$1.55M -14,129 -7%
SWP
60
Stratos Wealth Partners
Ohio
$19.9M -$88.7K -809 -0.4%
FFS
61
Founders Financial Securities
Maryland
$19.8M +$1.09M +9,915 +6%
TC
62
Trilogy Capital
California
$19.5M +$1.07M +9,729 +6%
CCP
63
Cardan Capital Partners
Colorado
$19.4M -$88K -802 -0.5%
BCM
64
Brookstone Capital Management
Illinois
$18.7M +$361K +3,293 +2%
BTS
65
BB&T Securities
Virginia
$16.8M +$1.46M +13,325 +10%
CS
66
Credit Suisse
Switzerland
$16.6M +$11.8M +108,005 +249%
CCA
67
Cobblestone Capital Advisors
New York
$16.5M +$1.36M +12,407 +9%
SIM
68
Sigma Investment Management
Oregon
$16.1M +$286K +2,605 +2%
ASN
69
Advisory Services Network
Georgia
$15.1M +$6.57M +57,139 +77%
US Bancorp
70
US Bancorp
Minnesota
$15M +$1.43M +13,024 +11%
BAAM
71
Baker Avenue Asset Management
California
$14.9M +$522K +4,760 +4%
HighTower Advisors
72
HighTower Advisors
Illinois
$14.7M +$2.99M +27,228 +25%
BFG
73
Barber Financial Group
Kansas
$14.3M +$9.94M +90,599 +229%
FA
74
Fortis Advisors
Pennsylvania
$14.2M -$265K -2,413 -2%
SWMG
75
Sanchez Wealth Management Group
Florida
$14M +$255K +2,321 +2%
1 2
3
4 5