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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 %
PCM
101
Peak Capital Management
Colorado
$9.7M -$38.1K -320 -0.4%
CCA
102
Cobblestone Capital Advisors
New York
$9.65M -$6.44M -54,020 -40%
SWP
103
Stratos Wealth Partners
Ohio
$9.64M -$5.93M -49,718 -38%
SAM
104
Stringer Asset Management
Tennessee
$9.56M -$959K -8,046 -9%
JPMPWA
105
J.P. Morgan Private Wealth Advisors
California
$9.5M +$5.44M +45,611 +134%
AIP
106
Almanack Investment Partners
Pennsylvania
$9.44M +$5.43M +45,537 +135%
MAFM
107
Mid Atlantic Financial Management
Pennsylvania
$9.42M -$579K -4,852 -6%
BFG
108
Barber Financial Group
Kansas
$8.78M +$2.68M +22,504 +44%
Lido Advisors
109
Lido Advisors
California
$8.59M -$907K -7,609 -10%
PP
110
Prudential plc
United Kingdom
$8.34M +$8.05M +67,500 +2,813%
IDA
111
Intelligence Driven Advisers
California
$8.18M -$689K -5,781 -8%
DCM
112
Donaldson Capital Management
Indiana
$7.83M +$1.62M +13,588 +26%
COI
113
Capital One Investing
Virginia
$7.79M +$865K +7,255 +12%
CA
114
Cetera Advisors
Colorado
$7.76M +$1.51M +12,675 +24%
AI
115
Atria Investments
North Carolina
$7.71M -$725K -6,078 -9%
REMPR
116
Roof Eidam Maycock Peralta (REMP)
California
$7.47M -$1.27M -10,618 -14%
SWMG
117
Sanchez Wealth Management Group
Florida
$7.13M +$481K +4,037 +7%
ACA
118
Ackerman Capital Advisors
Texas
$7.08M +$451K +3,785 +7%
CPIG
119
Chicago Partners Investment Group
Illinois
$7.07M -$50.8K -428 -0.7%
BCM
120
Brookstone Capital Management
Illinois
$6.99M -$589K -4,942 -8%
PPFA
121
Provida Pension Fund Administrator
Chile
$6.92M +$6.92M +58,600 New
Goldman Sachs
122
Goldman Sachs
New York
$6.9M +$6.9M +57,899 New
RWG
123
Regal Wealth Group
California
$6.85M -$215K -1,806 -3%
CFGS
124
Concourse Financial Group Securities
Alabama
$6.5M -$11.6M -97,302 -64%
IA
125
IndexIQ Advisors
New York
$6.47M +$375K +3,142 +6%
3 4
5
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