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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

373 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+11
Holders Change %
+3.04%
% of All Funds
8.54%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
1.42%
New
44
Increased
187
Reduced
106
Closed
32
Calls
$3.09M
Puts
$9.32M
Net Calls
-$6.23M
Net Calls Change
+$615K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$172M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116M
3
USAA
United Services Automobile Association
Texas
+$95.7M
4
Bank of America
Bank of America
North Carolina
+$89M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125M
2
HI
Horizon Investments
North Carolina
-$121M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.2M
4
Citigroup
Citigroup
New York
-$42.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$26.2M +$972K +8,164 +4%
Goldman Sachs
52
Goldman Sachs
New York
$25.7M +$18.3M +153,523 +246%
OC
53
Oppenheimer & Co
New York
$25.3M +$252K +2,118 +1%
SFA
54
Stewardship Financial Advisors
Georgia
$24.6M -$165K -1,386 -0.7%
TC
55
Trilogy Capital
California
$24M +$2.79M +23,454 +13%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$23.6M -$2.35M -19,781 -9%
BWA
57
Burt Wealth Advisors
Maryland
$23M -$133K -1,119 -0.6%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$22.8M +$20.4M +171,124 +856%
SWP
59
Stratos Wealth Partners
Ohio
$22.7M +$1.12M +9,440 +5%
AIA
60
Arrow Investment Advisors
Maryland
$21.6M -$884K -7,430 -4%
CCP
61
Cardan Capital Partners
Colorado
$20.8M -$202K -1,700 -1%
Bessemer Group
62
Bessemer Group
New Jersey
$19.5M -$16.1M -135,500 -45%
Stifel Financial
63
Stifel Financial
Missouri
$19M +$3.88M +32,565 +26%
SIM
64
Sigma Investment Management
Oregon
$17.9M +$474K +3,982 +3%
CCA
65
Cobblestone Capital Advisors
New York
$17.7M -$146K -1,231 -0.8%
US Bancorp
66
US Bancorp
Minnesota
$17.7M +$1.39M +11,682 +9%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$16.9M +$11M +92,039 +186%
ASN
68
Advisory Services Network
Georgia
$16.3M +$665K +5,586 +4%
BAAM
69
Baker Avenue Asset Management
California
$16M -$136K -1,139 -0.8%
SWMG
70
Sanchez Wealth Management Group
Florida
$15.3M +$23.6K +197 +0.2%
FA
71
Fortis Advisors
Pennsylvania
$15.1M -$274K -2,301 -2%
PAG
72
Private Advisor Group
New Jersey
$14.8M +$7.1M +59,686 +92%
SP
73
Symmetry Partners
Connecticut
$14.7M -$278K -2,336 -2%
EC
74
Estate Counselors
Wisconsin
$14.4M +$245K +2,060 +2%
SAM
75
Stringer Asset Management
Tennessee
$14.2M +$1.12M +9,446 +9%
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