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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.23B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+32
Holders Change %
+8.58%
% of All Funds
9.04%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
1.27%
New
104
Increased
122
Reduced
145
Closed
64
Calls
$4.51M
Puts
$6.85M
Net Calls
-$2.34M
Net Calls Change
+$3.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.8M
3
BlackRock
BlackRock
New York
+$85.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$35.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$150M
2
Bank of America
Bank of America
North Carolina
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$82.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$76.6M
5
Ameriprise
Ameriprise
Minnesota
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$18.5M -$2.83M -28,203 -13%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$18.4M -$1.51M -15,073 -8%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$18M -$1.13M -11,299 -6%
US Bancorp
54
US Bancorp
Minnesota
$16.3M +$1.46M +14,565 +10%
SIM
55
Sigma Investment Management
Oregon
$16.3M +$1.17M +11,657 +8%
HighTower Advisors
56
HighTower Advisors
Illinois
$15.2M +$3.99M +39,761 +35%
CCA
57
Cobblestone Capital Advisors
New York
$13.5M -$1.46M -14,537 -10%
BAAM
58
Baker Avenue Asset Management
California
$13.4M -$76.9K -767 -0.6%
SWP
59
Stratos Wealth Partners
Ohio
$13.4M -$5.72M -57,032 -30%
BWA
60
Burt Wealth Advisors
Maryland
$13.4M -$6M -59,875 -31%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$1.87M +18,607 +17%
SP
62
Symmetry Partners
Connecticut
$13.1M +$716K +7,146 +6%
VRM
63
Vectors Research Management
New York
$12.8M +$2.29M +22,867 +22%
SPC
64
Sigma Planning Corp
Michigan
$12.6M +$1.06M +10,541 +9%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$12.6M -$38.2M -380,696 -75%
FA
66
Fortis Advisors
Pennsylvania
$12.5M -$266K -2,654 -2%
CC
67
Chanos & Company
New York
$12.3M +$2.33M +23,292 +23%
PAG
68
Private Advisor Group
New Jersey
$12.3M -$211K -2,105 -2%
AIC
69
Ameritas Investment Company
Nebraska
$12.2M +$12.2M +121,821 New
CG
70
CFO4Life Group
Texas
$12.1M +$3.18M +31,753 +36%
GWAG
71
Garrett Wealth Advisory Group
Texas
$12M +$12M +119,420 New
SMG
72
Smart Money Group
Texas
$11.5M +$655K +6,532 +6%
CIAS
73
Capital Investment Advisory Services
North Carolina
$11.4M +$1.37M +13,632 +14%
Stifel Financial
74
Stifel Financial
Missouri
$11.4M -$4.6M -45,877 -29%
FWM
75
Focused Wealth Management
New York
$11.3M +$728K +7,266 +7%
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