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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

438 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
9.53%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
70
Increased
181
Reduced
144
Closed
31
Calls
$1.57M
Puts
$12.7M
Net Calls
-$11.1M
Net Calls Change
-$9.65M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$630M
2
HI
Horizon Investments
North Carolina
$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
PI
PFS Investments
Georgia
$105M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$208M
2
AIC
Ameritas Investment Company
Nebraska
$1.04M
3
BCI
Brinker Capital Investments
Pennsylvania
$12.5M
4
UBS Group
UBS Group
Switzerland
$240M
5
CS
Credit Suisse
Switzerland
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$22.8M -$11.4M -96,402 -33%
OC
52
Oppenheimer & Co
New York
$22.5M +$4.1M +34,554 +22%
CC
53
Chanos & Company
New York
$22M -$1.3M -10,990 -6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$21.9M +$1.85M +15,609 +9%
PA
55
Parallel Advisors
California
$21.2M +$11.4M +95,974 +115%
AWM
56
Affinity Wealth Management
Delaware
$20.7M +$127K +1,073 +0.6%
BWA
57
Burt Wealth Advisors
Maryland
$20M -$191K -1,610 -0.9%
DF
58
Donoghue Forlines
Massachusetts
$19.3M +$19.3M +162,346 New
SFA
59
Stewardship Financial Advisors
Georgia
$19M +$215K +1,815 +1%
HighTower Advisors
60
HighTower Advisors
Illinois
$18.8M +$813K +6,859 +5%
CWG
61
Cornerstone Wealth Group
North Carolina
$18.5M -$551K -4,650 -3%
US Bancorp
62
US Bancorp
Minnesota
$18.3M -$1.2M -10,144 -6%
CFGS
63
Concourse Financial Group Securities
Alabama
$18M +$15.1M +127,430 +523%
UCFA
64
United Capital Financial Advisors
Texas
$17.9M +$1.28M +10,784 +8%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$662K +5,581 +4%
Fiera Capital (Canada)
66
Fiera Capital (Canada)
Quebec, Canada
$16.8M -$2.13M -17,987 -11%
SP
67
Symmetry Partners
Connecticut
$16.2M -$606K -5,106 -4%
FA
68
Fortis Advisors
Pennsylvania
$16.1M +$348K +2,937 +2%
CCA
69
Cobblestone Capital Advisors
New York
$16M +$114K +962 +0.7%
FWM
70
Focused Wealth Management
New York
$15.5M +$1.13M +9,563 +8%
SWP
71
Stratos Wealth Partners
Ohio
$15.5M +$1.53M +12,934 +11%
CIAS
72
Capital Investment Advisory Services
North Carolina
$15.5M +$781K +6,402 +5%
SPC
73
Sigma Planning Corp
Michigan
$14.8M -$2.13M -17,982 -13%
LPT
74
Legacy Private Trust
Wisconsin
$14M +$6.33M +53,381 +82%
GWAG
75
Garrett Wealth Advisory Group
Texas
$13.9M +$45.5K +384 +0.3%
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