MTUM icon

iShares MSCI USA Momentum Factor ETF

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
51
Burt Wealth Advisors
Maryland
$19.1M +$4.1M +36,564 +27%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$18.9M -$1.24M -11,020 -6%
US Bancorp
53
US Bancorp
Minnesota
$18.5M +$158K +1,412 +0.9%
CWG
54
Cornerstone Wealth Group
North Carolina
$18M +$18M +160,522 New
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$17.9M -$2.65M -23,585 -13%
IWC
56
Integrated Wealth Concepts
Massachusetts
$17.8M +$14.1M +125,836 +380%
SFA
57
Stewardship Financial Advisors
Georgia
$17.7M -$10.2M -90,818 -36%
OC
58
Oppenheimer & Co
New York
$17.4M -$3.29M -29,370 -16%
HighTower Advisors
59
HighTower Advisors
Illinois
$17M -$51.6K -460 -0.3%
BCM
60
Brookstone Capital Management
Illinois
$16.5M -$4.84M -43,131 -23%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$1.36M +12,143 +9%
SPC
62
Sigma Planning Corp
Michigan
$16M +$1.89M +16,831 +13%
SP
63
Symmetry Partners
Connecticut
$15.9M +$1.21M +10,758 +8%
UCFA
64
United Capital Financial Advisors
Texas
$15.7M -$5.19M -46,271 -25%
CCA
65
Cobblestone Capital Advisors
New York
$15M -$35.9K -320 -0.2%
FA
66
Fortis Advisors
Pennsylvania
$14.9M +$897K +7,995 +6%
CS
67
Credit Suisse
Switzerland
$14.6M +$7.64M +68,111 +109%
VRM
68
Vectors Research Management
New York
$13.9M -$446K -3,976 -3%
CG
69
CFO4Life Group
Texas
$13.8M +$233K +2,081 +2%
FWM
70
Focused Wealth Management
New York
$13.6M +$939K +8,372 +7%
CIAS
71
Capital Investment Advisory Services
North Carolina
$13.5M +$698K +6,219 +5%
Stifel Financial
72
Stifel Financial
Missouri
$13.4M +$693K +6,176 +5%
PAG
73
Private Advisor Group
New Jersey
$13.4M -$272K -2,432 -2%
SWP
74
Stratos Wealth Partners
Ohio
$13.2M -$1.79M -15,952 -12%
GWAG
75
Garrett Wealth Advisory Group
Texas
$13.1M -$266K -2,366 -2%