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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 %
SC
126
Scotia Capital
Ontario, Canada
$5.11M +$1.64M +13,820 +48%
LPT
127
Legacy Private Trust
Wisconsin
$5.04M +$118K +994 +2%
CPIG
128
Chicago Partners Investment Group
Illinois
$4.98M +$1.34M +12,971 +37%
WA
129
WealthTrust-Arizona
Arizona
$4.88M +$601K +5,049 +14%
RWG
130
Regal Wealth Group
California
$4.72M +$4.14M +34,775 +708%
LNC
131
Lincoln National Corp
Pennsylvania
$4.62M -$316K -2,651 -6%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$4.59M +$478K +4,013 +12%
F
133
F3Logic
Minnesota
$4.56M +$728K +6,101 +19%
PWAG
134
Polaris Wealth Advisory Group
California
$4.52M -$159K -1,339 -3%
IWP
135
Icon Wealth Partners
Texas
$4.42M -$743K -6,240 -14%
BRWA
136
B. Riley Wealth Advisors
Florida
$4.26M -$314K -2,641 -7%
MBT
137
Montecito Bank & Trust
California
$4.23M -$287K -2,408 -6%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$4.23M +$155K +1,304 +4%
FAAS
139
First Allied Advisory Services
California
$3.69M -$1.14M -9,610 -24%
AIP
140
Almanack Investment Partners
Pennsylvania
$3.63M +$3.26M +28,986 +885%
Citigroup
141
Citigroup
New York
$3.61M -$42.8M -359,504 -92%
HH
142
Hilltop Holdings
Texas
$3.55M +$148K +1,241 +4%
TFA
143
Transamerica Financial Advisors
Florida
$3.52M +$3.52M +29,585 New
GT
144
Glenview Trust
Kentucky
$3.46M +$209K +1,759 +6%
FHA
145
First Horizon Advisors
Tennessee
$3.44M +$372K +3,123 +12%
C
146
Clearshares
New York
$3.4M -$45.3K -381 -1%
TRCT
147
Tower Research Capital (TRC)
New York
$3.4M +$3.4M +28,532 New
VC
148
Vicus Capital
Pennsylvania
$3.37M -$2.63M -22,080 -44%
DE
149
Day & Ennis
Georgia
$3.34M +$861K +7,232 +35%
IWA
150
IBEX Wealth Advisors
New Jersey
$3.32M +$3.32M +27,764 New
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6
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