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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 %
CG
76
CFO4Life Group
Texas
$13.8M -$726K -6,118 -5%
PAG
77
Private Advisor Group
New Jersey
$13.8M -$379K -3,206 -3%
VRM
78
Vectors Research Management
New York
$13.4M -$1.31M -11,011 -9%
RCM
79
Requisite Capital Management
Texas
$13.1M +$470K +3,967 +4%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$13M -$1.85M -7,639 -12%
BAAM
81
Baker Avenue Asset Management
California
$12.9M -$17.8K -150 -0.1%
Stifel Financial
82
Stifel Financial
Missouri
$12.7M -$1.46M -12,304 -10%
BCI
83
Brinker Capital Investments
Pennsylvania
$12.5M -$22.4M -189,126 -64%
TWA
84
Tillar-Wenstrup Advisors
Ohio
$11.4M +$976K +8,225 +9%
GVAG
85
Great Valley Advisor Group
Delaware
$11.3M -$141K -1,192 -1%
WP
86
WealthSource Partners
California
$11.1M +$724K +6,101 +7%
CF
87
Centaurus Financial
California
$11.1M +$9.89M +83,377 +814%
HC
88
HNP Capital
New York
$11.1M -$1.31M -11,011 -11%
CAG
89
Crestwood Advisors Group
Massachusetts
$10.9M +$2.21M +18,630 +25%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$10.8M +$10.4K +88 +0.1%
FAAS
91
First Allied Advisory Services
California
$10.5M +$2.12M +17,869 +25%
SAM
92
Stringer Asset Management
Tennessee
$10.5M -$1.11M -9,353 -10%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$10.3M +$483K +4,092 +5%
MAFM
94
Mid Atlantic Financial Management
Pennsylvania
$9.95M +$7.72M +65,126 +348%
RA
95
RFG Advisory
Alabama
$9.88M -$3.79K -32 -0%
GCA
96
Genesee Capital Advisors
New York
$9.77M -$393K -3,315 -4%
AWM
97
AE Wealth Management
Kansas
$9.68M +$7.39M +62,291 +322%
PCM
98
Peak Capital Management
Colorado
$9.64M -$301K -2,551 -3%
SMG
99
Smart Money Group
Texas
$9.5M +$86.2K +727 +0.9%
Lido Advisors
100
Lido Advisors
California
$9.45M -$1.81M -15,271 -16%
2 3
4
5 6