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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

471 hedge funds and large institutions have $7B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+33
Holders Change %
+7.53%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
1.47%
New
68
Increased
200
Reduced
158
Closed
32
Calls
$2.3M
Puts
$1.95M
Net Calls
+$358K
Net Calls Change
+$11.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
BlackRock
BlackRock
New York
$280M
3
Bank of America
Bank of America
North Carolina
$358M
4
WCG
Wall Capital Group
Arizona
$43.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$162M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$515M
2
HI
Horizon Investments
North Carolina
$0
3
PI
PFS Investments
Georgia
$47.4M
4
AG
Advisor Group
Arizona
$65.5M
5
Jane Street
Jane Street
New York
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$25.8M +$8.06M +67,551 +45%
IWC
52
Integrated Wealth Concepts
Massachusetts
$25.3M +$911K +7,637 +4%
PA
53
Parallel Advisors
California
$24.1M +$2.73M +22,919 +13%
FDCC
54
Foster Dykema Cabot & Co
Massachusetts
$23.6M -$63.8K -535 -0.3%
OC
55
Oppenheimer & Co
New York
$23.4M +$775K +6,497 +3%
SFA
56
Stewardship Financial Advisors
Georgia
$22.6M +$3.55M +29,794 +19%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$22.3M +$306K +2,568 +1%
RCM
58
Requisite Capital Management
Texas
$21.4M +$8.23M +68,994 +62%
AIC
59
Ameritas Investment Company
Nebraska
$20.6M +$19.5M +162,016 +1,848%
PAG
60
Private Advisor Group
New Jersey
$20.2M +$6.3M +52,803 +45%
AWM
61
Affinity Wealth Management
Delaware
$20M -$767K -6,430 -4%
US Bancorp
62
US Bancorp
Minnesota
$20M +$1.55M +12,990 +8%
BWA
63
Burt Wealth Advisors
Maryland
$19.9M -$142K -1,187 -0.7%
AC
64
Athanor Capital
New York
$19.4M +$19.4M +162,500 New
HighTower Advisors
65
HighTower Advisors
Illinois
$18.2M -$705K -5,913 -4%
DF
66
Donoghue Forlines
Massachusetts
$17.5M -$1.87M -15,691 -10%
FA
67
Fortis Advisors
Pennsylvania
$16.6M +$423K +3,543 +3%
SP
68
Symmetry Partners
Connecticut
$16.3M +$50.9K +427 +0.3%
SPC
69
Sigma Planning Corp
Michigan
$15.7M +$786K +6,588 +5%
VRM
70
Vectors Research Management
New York
$15.5M +$2.09M +17,497 +16%
PWS
71
Paragon Wealth Strategies
Florida
$15.5M +$10.8M +90,437 +228%
FWM
72
Focused Wealth Management
New York
$15.5M -$101K -847 -0.6%
LPT
73
Legacy Private Trust
Wisconsin
$15.2M +$1.09M +9,181 +8%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$15.1M +$669K +2,495 +5%
Stifel Financial
75
Stifel Financial
Missouri
$15.1M +$2.26M +18,991 +18%
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