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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
8.3%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
1.33%
New
57
Increased
183
Reduced
89
Closed
20
Calls
$1.93M
Puts
$8.77M
Net Calls
-$6.85M
Net Calls Change
-$1.33M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$59.1M
4
LPL Financial
LPL Financial
California
+$58.2M
5
Wells Fargo
Wells Fargo
California
+$50.9M

Top Sellers

1
PIM
Parker Investment Management
California
-$86.1M
2
CAN
Cetera Advisor Networks
California
-$47M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$31.8M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
NCM
Niemann Capital Management
Nevada
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$13.9M +$3.23M +29,422 +30%
SP
77
Symmetry Partners
Connecticut
$13.8M +$78.8K +718 +0.6%
EC
78
Estate Counselors
Wisconsin
$13.1M +$213K +1,940 +2%
NSLI
79
Nan Shan Life Insurance
Taiwan
$12.3M -$7.82M -71,298 -39%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$4.07M +37,104 +50%
SAM
81
Stringer Asset Management
Tennessee
$12M -$506K -4,613 -4%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$11.5M +$4.2M +38,287 +57%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$11.3M +$4.62M +42,094 +69%
SMG
84
Smart Money Group
Texas
$11.3M +$4.4M +40,067 +64%
CAN
85
Cetera Advisor Networks
California
$11.1M -$47M -428,788 -81%
FWM
86
Focused Wealth Management
New York
$11M +$1.56M +14,187 +16%
CIAS
87
Capital Investment Advisory Services
North Carolina
$11M +$11M +100,276 New
CC
88
Chanos & Company
New York
$10.8M +$10.8M +98,248 New
CG
89
CFO4Life Group
Texas
$10.7M -$592K -5,399 -5%
SPC
90
Sigma Planning Corp
Michigan
$10.7M +$3.59M +32,718 +51%
EIA
91
Eldridge Investment Advisors
New Hampshire
$10.6M +$586K +5,342 +6%
LMIM
92
Lockheed Martin Investment Management
Maryland
$10.2M +$5.78M +52,672 +131%
KP
93
Keel Point
Alabama
$9.82M +$247K +2,256 +3%
REMPR
94
Roof Eidam Maycock Peralta (REMP)
California
$9.73M -$402K -3,660 -4%
VWM
95
Venturi Wealth Management
Texas
$9.59M +$8.42M +73,632 +721%
FMBTD
96
First Midwest Bank Trust Division
Illinois
$9.31M +$3.01M +27,414 +48%
AWS
97
AJ Wealth Strategies
New York
$9.19M +$1.4M +12,771 +18%
MCWS
98
McKinley Carter Wealth Services
West Virginia
$9.05M +$171K +1,557 +2%
PCM
99
Peak Capital Management
Colorado
$8.9M +$197K +1,794 +2%
JWM
100
Jackson Wealth Management
Florida
$8.7M +$308K +2,673 +4%
2 3
4
5 6