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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 %
CWM
101
Cornerstone Wealth Management
Missouri
$8.67M -$21.4M -2,076,997 -71%
MA
102
Mutual Advisors
Nebraska
$8.46M +$8.46M +71,074 New
IA
103
IFP Advisors
Florida
$8.34M +$629K +5,288 +8%
PCM
104
Peak Capital Management
Colorado
$8.33M -$524K -4,799 -6%
CCMG
105
Clark Capital Management Group
Pennsylvania
$8.18M -$28.8M -242,132 -78%
CA
106
Cetera Advisors
Colorado
$7.93M +$3.58M +30,025 +82%
BCM
107
Barometer Capital Management
Ontario, Canada
$7.93M +$131K +1,100 +2%
KSA
108
Ken Stern & Associates
California
$7.67M -$290K -2,439 -4%
FAIM
109
Financial Advocates Investment Management
Washington
$7.22M +$587K +4,936 +9%
Lido Advisors
110
Lido Advisors
California
$7.2M +$673K +5,641 +10%
SPI
111
Santori & Peters Inc
Pennsylvania
$7.1M +$2.3M +19,288 +48%
MIFH
112
Migdal Insurance & Financial Holdings
Israel
$6.86M -$1.7M -14,260 -20%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.45M +$315K +2,649 +5%
NSLI
114
Nan Shan Life Insurance
Taiwan
$6.21M -$7.1M -59,691 -53%
TWA
115
Tillar-Wenstrup Advisors
Ohio
$6.09M +$5.63M +47,274 +1,210%
HFA
116
Huber Financial Advisors
Illinois
$5.89M +$5.89M +49,478 New
DWA
117
Dorsey Wright & Associates
California
$5.87M -$629K -5,284 -10%
Jane Street
118
Jane Street
New York
$5.87M +$5.87M +49,318 New
I
119
INVST
Indiana
$5.76M +$3.98M +33,290 +224%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$5.7M +$3.83M +32,201 +206%
BFG
121
Beacon Financial Group
Texas
$5.62M -$268K -2,251 -5%
NA
122
NewEdge Advisors
Louisiana
$5.48M +$666K +5,599 +14%
ACA
123
Atlas Capital Advisors
Wyoming
$5.4M +$1.23M +10,253 +29%
SCA
124
Snowden Capital Advisors
New York
$5.36M +$687K +5,770 +15%
DWM
125
Darwin Wealth Management
Florida
$5.2M +$720K +6,050 +16%
3 4
5
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