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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
151
Invesco
Georgia
$1.9M +$289K +2,730 +18%
IWP
152
Icon Wealth Partners
Texas
$1.87M +$1.39M +13,115 +291%
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.86M +$68.4K +667 +4%
CWM
154
Cornerstone Wealth Management
Missouri
$1.82M +$765K +7,462 +72%
CS
155
Comerica Securities
Michigan
$1.78M +$803K +7,583 +82%
CAM
156
Concorde Asset Management
Michigan
$1.78M +$1.29M +12,188 +266%
FEG
157
Financial Enhancement Group
Indiana
$1.76M +$162K +1,531 +10%
PMG
158
ProVise Management Group
Florida
$1.7M -$550K -5,192 -24%
RFM
159
Royal Fund Management
Florida
$1.66M +$1.59M +15,054 +2,448%
TWA
160
Tillar-Wenstrup Advisors
Ohio
$1.61M -$10.9M -102,923 -87%
PCM
161
Penserra Capital Management
California
$1.58M -$495K -4,671 -24%
NFG
162
Next Financial Group
Texas
$1.56M +$1.56M +14,740 New
AEPG
163
American Economic Planning Group
New Jersey
$1.56M +$1.56M +14,677 New
MSAM
164
Moloney Securities Asset Management
Missouri
$1.5M +$239K +2,256 +19%
SWA
165
SFMG Wealth Advisors
Texas
$1.48M +$1.27M +11,965 +605%
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$1.44M +$1.44M +13,629 New
GWM
167
Geneos Wealth Management
Colorado
$1.43M +$934K +8,820 +190%
DE
168
Day & Ennis
Georgia
$1.42M +$726K +6,853 +105%
AIP
169
Ahrens Investment Partners
Louisiana
$1.42M +$1.03M +9,728 +267%
JIP
170
Jaffetilchin Investment Partners
Florida
$1.41M +$987K +9,321 +236%
CG
171
Cutler Group
California
$1.4M +$1.31M +12,357 +1,373%
BCP
172
Blackhawk Capital Partners
Wisconsin
$1.34M -$70K -661 -5%
WCG
173
Wall Capital Group
Arizona
$1.31M +$517K +4,883 +65%
VF
174
Virtu Financial
New York
$1.3M +$1.3M +12,290 New
SFS
175
Sowell Financial Services
Arkansas
$1.29M -$421K -3,969 -25%
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