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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 %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$4.27M -$6.73M -61,377 -61%
BRWA
127
B. Riley Wealth Advisors
Florida
$4.22M -$2.58M -23,536 -38%
Nomura Holdings
128
Nomura Holdings
Japan
$4.17M – – –
MBT
129
Montecito Bank & Trust
California
$4.17M -$451K -4,109 -10%
PWAG
130
Polaris Wealth Advisory Group
California
$4.16M -$5.61K -53 -0.1%
DWM
131
Darwin Wealth Management
Florida
$4.13M -$163K -1,487 -4%
CA
132
Cetera Advisors
Colorado
$4.01M +$748K +6,822 +23%
ACA
133
Atlas Capital Advisors
Wyoming
$3.99M -$480K -4,208 -11%
WA
134
WealthTrust-Arizona
Arizona
$3.95M +$3.83M +34,955 +3,384%
CPIG
135
Chicago Partners Investment Group
Illinois
$3.86M +$3.18M +28,982 +467%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$3.79M -$522K -4,758 -12%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$3.75M +$111K +1,012 +3%
F
138
F3Logic
Minnesota
$3.54M +$3.32M +30,159 +1,550%
CS
139
Comerica Securities
Michigan
$3.46M +$1.61M +14,640 +87%
C
140
Clearshares
New York
$3.17M +$1.11M +10,094 +53%
HH
141
Hilltop Holdings
Texas
$3.14M -$10.6M -96,436 -77%
SC
142
Scotia Capital
Ontario, Canada
$3.08M – – –
VF
143
Virtu Financial
New York
$3.05M +$1.7M +15,543 +126%
GT
144
Glenview Trust
Kentucky
$3M +$740K +6,745 +33%
UCFA
145
United Capital Financial Advisors
Texas
$3M -$8.43M -76,859 -74%
CIM
146
Cambria Investment Management
California
$2.95M +$289K +2,630 +11%
FHA
147
First Horizon Advisors
Tennessee
$2.83M +$2.83M +25,790 New
APA
148
American Portfolios Advisors
New York
$2.66M -$1.21M -11,025 -31%
PAMG
149
Patton Albertson Miller Group
Tennessee
$2.65M +$1.31M +11,979 +98%
RWMH
150
Riverpoint Wealth Management Holdings
Illinois
$2.63M +$2.63M +24,000 New
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