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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 %
SPI
101
Santori & Peters Inc
Pennsylvania
$9.32M +$788K +6,644 +9%
IDA
102
Intelligence Driven Advisers
California
$8.82M -$1.21M -10,208 -12%
FA
103
Freestate Advisors
Kansas
$8.76M +$8.76M +73,818 New
REMPR
104
Roof Eidam Maycock Peralta (REMP)
California
$8.69M +$282K +2,375 +3%
AI
105
Atria Investments
North Carolina
$8.41M -$2.08M -17,514 -20%
JWM
106
Jackson Wealth Management
Florida
$8.4M -$391K -3,221 -4%
FA
107
Forefront Analytics
Pennsylvania
$8.38M +$1.72M +14,519 +26%
EIA
108
Eldridge Investment Advisors
New Hampshire
$8.25M -$27.2K -229 -0.3%
SPIA
109
Steward Partners Investment Advisory
New York
$7.89M +$695K +5,863 +10%
BCM
110
Brookstone Capital Management
Illinois
$7.54M -$9.92M -83,648 -57%
CPIG
111
Chicago Partners Investment Group
Illinois
$7.32M +$54.3K +445 +0.7%
KP
112
Keel Point
Alabama
$7.28M +$7.28M +61,418 New
RWG
113
Regal Wealth Group
California
$7.02M +$183K +1,543 +3%
LNC
114
Lincoln National Corp
Pennsylvania
$6.94M +$571K +4,814 +9%
COI
115
Capital One Investing
Virginia
$6.89M +$961K +8,107 +16%
SWMG
116
Sanchez Wealth Management Group
Florida
$6.61M +$350K +2,950 +6%
I
117
INVST
Indiana
$6.38M +$6.38M +53,233 New
CA
118
Cetera Advisors
Colorado
$6.22M +$1.24M +10,403 +25%
DCM
119
Donaldson Capital Management
Indiana
$6.17M +$6.17M +52,060 New
BFG
120
Barber Financial Group
Kansas
$6.06M +$1.64M +13,804 +37%
IA
121
IndexIQ Advisors
New York
$6.06M +$6.06M +51,120 New
BRWA
122
B. Riley Wealth Advisors
Florida
$6.01M +$2.14M +18,061 +55%
APA
123
American Portfolios Advisors
New York
$5.96M +$2.52M +21,279 +73%
CFD
124
Creative Financial Designs
Indiana
$5.96M -$2.66K -22 -0%
QI
125
QS Investors
New York
$5.83M +$5.83M +49,175 New
3 4
5
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