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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 %
GWAG
76
Garrett Wealth Advisory Group
Texas
$14.1M +$53.2K +446 +0.4%
CG
77
CFO4Life Group
Texas
$13.9M -$55.4K -465 -0.4%
FA
78
Forefront Analytics
Pennsylvania
$13.8M +$5.35M +44,887 +64%
CWG
79
Cornerstone Wealth Group
North Carolina
$13.3M -$5.3M -44,451 -29%
CIAS
80
Capital Investment Advisory Services
North Carolina
$13.2M -$1.9M -15,956 -13%
RA
81
RFG Advisory
Alabama
$13.1M +$3.21M +26,929 +32%
HC
82
HNP Capital
New York
$13M +$2.04M +17,414 +19%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$12.9M -$10M -83,915 -44%
FSA
84
Financial Sense Advisors
California
$12.8M +$12.2M +102,465 +2,049%
AWM
85
AE Wealth Management
Kansas
$12.1M +$2.39M +20,083 +25%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$12.1M +$1.71M +14,326 +16%
CF
87
Centaurus Financial
California
$11.9M +$727K +6,097 +7%
CAG
88
Crestwood Advisors Group
Massachusetts
$11.5M +$455K +3,814 +4%
GVAG
89
Great Valley Advisor Group
Delaware
$11.4M +$113K +950 +1%
WP
90
WealthSource Partners
California
$11.3M +$140K +1,173 +1%
FAIM
91
Financial Advocates Investment Management
Washington
$11.3M +$8.7M +72,952 +334%
TWA
92
Tillar-Wenstrup Advisors
Ohio
$11.2M -$243K -2,038 -2%
MCWS
93
McKinley Carter Wealth Services
West Virginia
$11M +$103K +860 +0.9%
JWM
94
Jackson Wealth Management
Florida
$10.6M +$2.43M +20,581 +30%
AFS
95
Access Financial Services
Minnesota
$10.1M +$10.1M +85,067 New
SPI
96
Santori & Peters Inc
Pennsylvania
$10.1M +$744K +6,236 +8%
FAAS
97
First Allied Advisory Services
California
$10.1M -$432K -3,625 -4%
SMG
98
Smart Money Group
Texas
$9.98M +$427K +3,581 +4%
SPIA
99
Steward Partners Investment Advisory
New York
$9.82M +$1.88M +15,753 +24%
GCA
100
Genesee Capital Advisors
New York
$9.71M -$110K -920 -1%
2 3
4
5 6