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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.23B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+32
Holders Change %
+8.58%
% of All Funds
9.04%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
1.27%
New
104
Increased
122
Reduced
145
Closed
64
Calls
$4.51M
Puts
$6.85M
Net Calls
-$2.34M
Net Calls Change
+$3.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.8M
3
BlackRock
BlackRock
New York
+$85.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$35.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$150M
2
Bank of America
Bank of America
North Carolina
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$82.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$76.6M
5
Ameriprise
Ameriprise
Minnesota
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
101
Credit Suisse
Switzerland
$6.26M +$6.26M +62,431 New
IDA
102
Intelligence Driven Advisers
California
$6.1M +$6.1M +60,850 New
Citadel Advisors
103
Citadel Advisors
Florida
$6.03M +$6.03M +60,165 New
MTB
104
Mizuho Trust & Banking
Japan
$6.01M -$18M -180,000 -75%
TWA
105
Tillar-Wenstrup Advisors
Ohio
$6M +$868K +8,656 +17%
Lido Advisors
106
Lido Advisors
California
$5.88M -$166K -1,657 -3%
RCG
107
Ruggie Capital Group
Florida
$5.88M +$5.09M +50,737 +638%
SWMG
108
Sanchez Wealth Management Group
Florida
$5.27M -$7.54M -75,184 -59%
ASN
109
Advisory Services Network
Georgia
$5.09M -$8.64M -86,161 -63%
I
110
INVST
Indiana
$5.03M +$202K +2,013 +4%
CPIG
111
Chicago Partners Investment Group
Illinois
$4.99M +$32.5K +316 +0.7%
FAIM
112
Financial Advocates Investment Management
Washington
$4.99M -$1.1M -10,948 -18%
GIA
113
Gladstone Institutional Advisory
Florida
$4.9M +$4.9M +48,854 New
FAAS
114
First Allied Advisory Services
California
$4.89M +$1.77M +17,616 +57%
BCM
115
Barometer Capital Management
Ontario, Canada
$4.82M -$1.85M -18,500 -28%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$4.74M -$9.46M -94,355 -67%
SC
117
Scotia Capital
Ontario, Canada
$4.58M +$280K +2,792 +7%
PWAG
118
Polaris Wealth Advisory Group
California
$4.58M +$775K +7,733 +20%
CIC
119
Carnegie Investment Counsel
Ohio
$4.57M +$4.57M +45,560 New
IWP
120
Icon Wealth Partners
Texas
$4.56M +$833K +8,315 +22%
CAG
121
Crestwood Advisors Group
Massachusetts
$4.47M +$4.47M +44,551 New
SCA
122
Snowden Capital Advisors
New York
$4.37M -$149K -1,485 -3%
RWG
123
Regal Wealth Group
California
$4.31M +$334K +3,333 +8%
CFGS
124
Concourse Financial Group Securities
Alabama
$4.26M +$2.39M +23,801 +127%
WA
125
WealthTrust-Arizona
Arizona
$4.23M +$114K +1,138 +3%
3 4
5
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