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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 %
RA
101
RFG Advisory
Alabama
$8.29M +$3.48M +31,740 +72%
PWM
102
Patriot Wealth Management
Texas
$8.12M +$8.12M +74,027 New
MIFH
103
Migdal Insurance & Financial Holdings
Israel
$7.88M +$1.3M +11,826 +20%
CF
104
Centaurus Financial
California
$7.88M +$1.63M +14,835 +26%
WP
105
WealthSource Partners
California
$7.74M -$1.09M -9,917 -12%
BMM
106
Berkshire Money Management
Massachusetts
$7.57M -$185K -1,670 -2%
KSA
107
Ken Stern & Associates
California
$7.34M -$244K -2,223 -3%
BCM
108
Barometer Capital Management
Ontario, Canada
$7.19M -$110K -1,000 -2%
PAG
109
Private Advisor Group
New Jersey
$7.12M -$2.19M -19,881 -24%
IA
110
IFP Advisors
Florida
$7.1M +$3.22M +29,367 +83%
Goldman Sachs
111
Goldman Sachs
New York
$6.85M -$1.42M -12,913 -17%
FAIM
112
Financial Advocates Investment Management
Washington
$6.14M +$621K +5,641 +11%
Lido Advisors
113
Lido Advisors
California
$6M +$511K +4,660 +9%
DWA
114
Dorsey Wright & Associates
California
$6M +$19.4K +177 +0.3%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.66M +$1.48M +13,488 +35%
VC
116
Vicus Capital
Pennsylvania
$5.53M +$285K +2,594 +5%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$5.44M -$20.2M -184,428 -79%
BFG
118
Beacon Financial Group
Texas
$5.43M +$392K +3,577 +8%
DSN
119
D. Scott Neal
Kentucky
$4.99M +$2.7M +24,622 +118%
IWP
120
Icon Wealth Partners
Texas
$4.76M +$2.83M +25,772 +146%
LNC
121
Lincoln National Corp
Pennsylvania
$4.55M +$3.84K +35 +0.1%
LPT
122
Legacy Private Trust
Wisconsin
$4.54M -$9.81M -89,386 -68%
FAAS
123
First Allied Advisory Services
California
$4.46M -$227K -2,071 -5%
SPI
124
Santori & Peters Inc
Pennsylvania
$4.43M +$984K +8,970 +29%
SCA
125
Snowden Capital Advisors
New York
$4.31M +$682K +6,217 +19%
3 4
5
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