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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

373 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+11
Holders Change %
+3.04%
% of All Funds
8.54%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
1.42%
New
44
Increased
187
Reduced
106
Closed
32
Calls
$3.09M
Puts
$9.32M
Net Calls
-$6.23M
Net Calls Change
+$615K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$172M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116M
3
USAA
United Services Automobile Association
Texas
+$95.7M
4
Bank of America
Bank of America
North Carolina
+$89M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125M
2
HI
Horizon Investments
North Carolina
-$121M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.2M
4
Citigroup
Citigroup
New York
-$42.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$14M +$10.8M +90,412 +331%
SPC
77
Sigma Planning Corp
Michigan
$13.7M +$2.14M +18,013 +18%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$200K +1,679 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$13.3M -$2.63M -22,091 -16%
SMG
80
Smart Money Group
Texas
$12.8M +$616K +5,173 +5%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$12.7M +$164K +1,382 +1%
FWM
82
Focused Wealth Management
New York
$12.6M +$590K +4,959 +5%
CIAS
83
Capital Investment Advisory Services
North Carolina
$11.9M +$9.88K +83 +0.1%
EIA
84
Eldridge Investment Advisors
New Hampshire
$11.8M +$370K +3,107 +3%
CC
85
Chanos & Company
New York
$11.8M +$115K +964 +1%
VRM
86
Vectors Research Management
New York
$11.6M +$11.6M +104,971 New
FFS
87
Founders Financial Securities
Maryland
$11.2M -$10.3M -86,368 -48%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$11.1M -$1.14M -9,600 -9%
KP
89
Keel Point
Alabama
$10.8M +$185K +1,553 +2%
REMPR
90
Roof Eidam Maycock Peralta (REMP)
California
$10.8M +$238K +2,003 +2%
MCIA
91
Mountain Capital Investment Advisors
Colorado
$10.7M +$10.7M +89,899 New
CG
92
CFO4Life Group
Texas
$10.6M -$1.01M -8,516 -9%
FMBTD
93
First Midwest Bank Trust Division
Illinois
$10.2M +$53.5K +450 +0.5%
VWM
94
Venturi Wealth Management
Texas
$10.1M +$59.8K +500 +0.6%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$10.1M +$259K +2,175 +3%
RA
96
RFG Advisory
Alabama
$9.41M +$417K +3,504 +5%
PWM
97
Patriot Wealth Management
Texas
$9.05M +$238K +1,997 +3%
JWM
98
Jackson Wealth Management
Florida
$9.02M +$40.6K +341 +0.5%
WP
99
WealthSource Partners
California
$8.82M +$428K +3,594 +5%
BMM
100
Berkshire Money Management
Massachusetts
$8.7M +$594K +4,990 +7%
2 3
4
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