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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+32
Holders Change %
+9.7%
% of All Funds
8.3%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
1.33%
New
57
Increased
183
Reduced
89
Closed
20
Calls
$1.93M
Puts
$8.77M
Net Calls
-$6.85M
Net Calls Change
-$1.33M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$59.1M
4
LPL Financial
LPL Financial
California
+$58.2M
5
Wells Fargo
Wells Fargo
California
+$50.9M

Top Sellers

1
PIM
Parker Investment Management
California
-$86.1M
2
CAN
Cetera Advisor Networks
California
-$47M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$31.8M
4
BCI
Brinker Capital Investments
Pennsylvania
-$25.5M
5
NCM
Niemann Capital Management
Nevada
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
Merriman Wealth Management
Washington
$2.63M +$9.76K +89 +0.4%
FLA
152
Financial Life Advisors
Texas
$2.6M +$477K +4,349 +23%
IWC
153
Integrated Wealth Concepts
Massachusetts
$2.41M +$411K +3,734 +21%
DADC
154
D.A. Davidson & Co
Montana
$2.4M +$125K +1,138 +5%
RFM
155
Royal Fund Management
Florida
$2.29M +$572K +5,218 +33%
DE
156
Day & Ennis
Georgia
$2.29M +$816K +7,440 +56%
LFG
157
LifePlan Financial Group
Ohio
$2.26M +$2.15M +19,560 +1,849%
WF
158
WealthTrust Fairport
Ohio
$2.21M +$86.9K +792 +4%
FA
159
FDx Advisors
Illinois
$2.21M -$1.25M -11,424 -36%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$2.19M +$1.05M +9,584 +92%
GWM
161
Geneos Wealth Management
Colorado
$2.14M +$659K +6,005 +45%
Invesco
162
Invesco
Georgia
$2.09M +$123K +1,120 +6%
DC
163
Davenport & Co
Virginia
$2.01M -$2.08K -19 -0.1%
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$1.95M +$450K +4,106 +30%
EWF
165
Epstein & White Financial
California
$1.93M -$20.8M -189,533 -92%
CAM
166
Concorde Asset Management
Michigan
$1.93M +$87K +793 +5%
NFG
167
Nations Financial Group
Iowa
$1.86M +$1.86M +16,933 New
WCG
168
Wall Capital Group
Arizona
$1.84M +$476K +4,339 +35%
Creative Planning
169
Creative Planning
Kansas
$1.73M +$436K +3,973 +34%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$1.72M +$895K +8,151 +109%
FEG
171
Financial Enhancement Group
Indiana
$1.67M -$152K -1,382 -8%
AIP
172
Ahrens Investment Partners
Louisiana
$1.66M +$190K +1,736 +13%
AEPG
173
American Economic Planning Group
New Jersey
$1.64M +$24.6K +224 +2%
I
174
INVST
Indiana
$1.63M +$1.36M +12,355 +498%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$1.59M +$1.16M +10,534 +271%
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