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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

373 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+11
Holders Change %
+3.04%
% of All Funds
8.54%
Holding in Top 10
62
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.9%
% of All Funds
1.42%
New
44
Increased
187
Reduced
106
Closed
32
Calls
$3.09M
Puts
$9.32M
Net Calls
-$6.23M
Net Calls Change
+$615K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$172M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$116M
3
USAA
United Services Automobile Association
Texas
+$95.7M
4
Bank of America
Bank of America
North Carolina
+$89M
5
Morgan Stanley
Morgan Stanley
New York
+$64.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$125M
2
HI
Horizon Investments
North Carolina
-$121M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.2M
4
Citigroup
Citigroup
New York
-$42.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
151
LifePlan Financial Group
Ohio
$3.28M +$822K +6,911 +34%
FLA
152
Financial Life Advisors
Texas
$3.26M +$446K +3,747 +16%
CIM
153
Cambria Investment Management
California
$3.13M -$62.6K -526 -2%
CFD
154
Creative Financial Designs
Indiana
$3.06M +$1.4M +11,803 +85%
CS
155
Comerica Securities
Michigan
$2.95M -$795K -6,666 -21%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.9M +$278K +2,320 +11%
RWMH
157
Riverpoint Wealth Management Holdings
Illinois
$2.88M +$28.4K +239 +1%
MWM
158
Merriman Wealth Management
Washington
$2.88M +$30.6K +257 +1%
DADC
159
D.A. Davidson & Co
Montana
$2.72M +$117K +985 +5%
RFM
160
Royal Fund Management
Florida
$2.59M +$102K +857 +4%
AEPG
161
American Economic Planning Group
New Jersey
$2.59M +$814K +6,842 +46%
AFNAS
162
American Financial Network Advisory Services
California
$2.57M +$2.56M +21,421 +14,281%
PAMG
163
Patton Albertson Miller Group
Tennessee
$2.53M +$13.3K +128 +0.5%
WF
164
WealthTrust Fairport
Ohio
$2.52M +$120K +1,010 +5%
GWM
165
Geneos Wealth Management
Colorado
$2.51M +$193K +1,620 +8%
AFP
166
Ausdal Financial Partners
Iowa
$2.49M +$836K +7,023 +51%
APA
167
American Portfolios Advisors
New York
$2.36M -$520K -4,366 -18%
PMG
168
ProVise Management Group
Florida
$2.28M +$80.7K +678 +4%
Invesco
169
Invesco
Georgia
$2.28M +$14.3K +120 +0.6%
AIP
170
Ahrens Investment Partners
Louisiana
$2.28M +$478K +4,016 +27%
CFGS
171
Concourse Financial Group Securities
Alabama
$2.23M +$2.23M +18,711 New
DC
172
Davenport & Co
Virginia
$2.22M +$30.3K +255 +1%
ALIONA
173
Allianz Life Insurance of North America
Minnesota
$2.19M +$997K +8,382 +84%
NEPWA
174
New England Private Wealth Advisors
Massachusetts
$2.15M +$39.9K +335 +2%
SMC
175
Smith, Moore & Co
Missouri
$2.15M +$2.15M +18,056 New
5 6
7
8 9