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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
+$244M
2
HI
Horizon Investments
North Carolina
+$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$56.2M
5
PI
PFS Investments
Georgia
+$55.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42.6M
2
AIC
Ameritas Investment Company
Nebraska
-$23M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.4M
4
UBS Group
UBS Group
Switzerland
-$19.5M
5
CS
Credit Suisse
Switzerland
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
126
ERn Financial LLC
Wisconsin
$5.7M +$198K +1,671 +4%
GWM
127
Geneos Wealth Management
Colorado
$5.46M +$3.54M +29,814 +184%
VC
128
Vicus Capital
Pennsylvania
$5.44M +$1.89M +15,958 +53%
CIC
129
Carnegie Investment Counsel
Ohio
$5.3M +$16.1K +136 +0.3%
FFS
130
Founders Financial Securities
Maryland
$5.22M +$5.22M +44,029 New
ACA
131
Atlas Capital Advisors
Wyoming
$5.14M +$292K +2,462 +6%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$5.11M +$3.14M +26,445 +159%
Citigroup
133
Citigroup
New York
$4.92M +$488K +4,112 +11%
LIA
134
LS Investment Advisors
Michigan
$4.72M -$17.8K -150 -0.4%
PWS
135
Paragon Wealth Strategies
Florida
$4.71M +$428K +3,607 +10%
FEG
136
Financial Enhancement Group
Indiana
$4.63M +$845K +7,123 +22%
DILIC
137
Dai-ichi Life Insurance Company
Japan
$4.56M +$1.97M +16,581 +76%
GT
138
Glenview Trust
Kentucky
$4.48M +$656K +5,532 +17%
FFN
139
Focus Financial Network
Minnesota
$4.4M +$1.71M +14,400 +63%
TA
140
TMD & Associates
Arizona
$4.37M +$321K +2,705 +8%
OWM
141
Opes Wealth Management
California
$4.33M +$84K +708 +2%
GSWM
142
Golden State Wealth Management
California
$4.29M -$371K -3,131 -8%
CFG
143
Cooper Financial Group
California
$4.29M +$266K +2,247 +7%
CCFM
144
Clear Creek Financial Management
Washington
$4.14M +$4.14M +34,909 New
FLA
145
Financial Life Advisors
Texas
$4.1M +$18.4K +155 +0.5%
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$4.04M -$2M -16,855 -33%
AIP
147
Almanack Investment Partners
Pennsylvania
$3.99M +$3.1M +26,110 +348%
SS
148
Simplicity Solutions
Minnesota
$3.99M +$2.33M +19,621 +140%
DWM
149
Darwin Wealth Management
Florida
$3.83M -$212K -1,787 -5%
CS
150
Comerica Securities
Michigan
$3.83M +$2.22M +18,703 +138%
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