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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
+$99.7M
2
BlackRock
BlackRock
New York
+$55.6M
3
Bank of America
Bank of America
North Carolina
+$51.8M
4
WCG
Wall Capital Group
Arizona
+$40.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$118M
2
HI
Horizon Investments
North Carolina
-$72.7M
3
PI
PFS Investments
Georgia
-$56M
4
AG
Advisor Group
Arizona
-$44.5M
5
Jane Street
Jane Street
New York
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$6.38M +$1.95M +16,369 +44%
CFD
127
Creative Financial Designs
Indiana
$6.33M +$615K +5,308 +11%
EFL
128
ERn Financial LLC
Wisconsin
$6.17M +$440K +3,688 +8%
EIA
129
Eldridge Investment Advisors
New Hampshire
$5.92M -$2.37M -19,913 -29%
ACA
130
Atlas Capital Advisors
Wyoming
$5.88M +$708K +5,936 +14%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$5.75M +$2.03M +16,966 +55%
Citigroup
132
Citigroup
New York
$5.61M +$665K +5,576 +13%
DILIC
133
Dai-ichi Life Insurance Company
Japan
$5.54M +$955K +8,010 +21%
IA
134
IFG Advisory
Georgia
$5.5M +$5.5M +46,155 New
CIC
135
Carnegie Investment Counsel
Ohio
$5.36M +$23.4K +196 +0.4%
GWM
136
Geneos Wealth Management
Colorado
$5.27M -$179K -1,507 -3%
GT
137
Glenview Trust
Kentucky
$5.2M +$690K +5,786 +15%
ECM
138
ETrade Capital Management
Virginia
$4.88M +$4.05M +33,968 +487%
LIA
139
LS Investment Advisors
Michigan
$4.79M +$47.7K +400 +1%
HW
140
Hamilton Wealth
California
$4.78M +$4.78M +40,086 New
BGDI
141
BW Gestao de Investimentos
Brazil
$4.77M +$4.77M +40,000 New
UCFA
142
United Capital Financial Advisors
Texas
$4.77M -$13.3M -111,181 -74%
I
143
INVST
Indiana
$4.73M -$1.55M -13,175 -25%
SS
144
Simplicity Solutions
Minnesota
$4.54M +$534K +4,482 +13%
OWM
145
Opes Wealth Management
California
$4.53M +$172K +1,442 +4%
FEG
146
Financial Enhancement Group
Indiana
$4.52M -$143K -1,202 -3%
BRWA
147
B. Riley Wealth Advisors
Florida
$4.5M -$1.54M -12,934 -26%
NA
148
NewEdge Advisors
Louisiana
$4.46M +$909K +7,623 +26%
APA
149
American Portfolios Advisors
New York
$4.39M -$1.6M -13,446 -27%
CFG
150
Cooper Financial Group
California
$4.39M +$71K +595 +2%
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6
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