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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 %
COI
126
Capital One Investing
Virginia
$4.18M +$4.18M +41,735 New
ACA
127
Atlas Capital Advisors
Wyoming
$4.16M -$374K -3,729 -8%
Jane Street
128
Jane Street
New York
$4.15M -$793K -7,911 -16%
Citigroup
129
Citigroup
New York
$4.03M +$994K +9,916 +33%
MIFH
130
Migdal Insurance & Financial Holdings
Israel
$3.99M -$1.78M -17,776 -31%
IA
131
IFP Advisors
Florida
$3.72M -$3.2M -32,397 -46%
DWM
132
Darwin Wealth Management
Florida
$3.71M -$669K -6,679 -15%
Deutsche Bank
133
Deutsche Bank
Germany
$3.7M +$3.7M +36,884 New
SPIA
134
Steward Partners Investment Advisory
New York
$3.6M +$2.1M +20,959 +140%
DE
135
Day & Ennis
Georgia
$3.39M +$576K +5,745 +20%
RFO
136
RiverGlades Family Offices
Florida
$3.39M +$3.39M +33,813 New
LPT
137
Legacy Private Trust
Wisconsin
$3.35M -$899K -8,971 -21%
IWC
138
Integrated Wealth Concepts
Massachusetts
$3.32M +$894K +8,925 +37%
BRWA
139
B. Riley Wealth Advisors
Florida
$3.31M -$281K -2,800 -8%
LIA
140
LS Investment Advisors
Michigan
$3.28M +$3.28M +32,700 New
CA
141
Cetera Advisors
Colorado
$3.25M -$3.45M -34,291 -51%
AIP
142
Almanack Investment Partners
Pennsylvania
$3.21M -$22.8K -227 -0.7%
AAS
143
Avantax Advisory Services
Texas
$3.16M +$3.16M +31,577 New
F
144
F3Logic
Minnesota
$3.13M -$698K -6,977 -18%
SFS
145
Sowell Financial Services
Arkansas
$3.06M +$3.06M +30,541 New
FLA
146
Financial Life Advisors
Texas
$2.99M +$246K +2,456 +9%
CCA
147
Clearwater Capital Advisors
Illinois
$2.95M +$2.3M +22,921 +353%
GT
148
Glenview Trust
Kentucky
$2.91M -$7.52K -75 -0.3%
VC
149
Vicus Capital
Pennsylvania
$2.91M +$67.5K +674 +2%
C
150
Clearshares
New York
$2.9M – – –
4 5
6
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