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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

405 hedge funds and large institutions have $5.23B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+32
Holders Change %
+8.58%
% of All Funds
9.04%
Holding in Top 10
57
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.06%
% of All Funds
1.27%
New
104
Increased
122
Reduced
145
Closed
64
Calls
$4.51M
Puts
$6.85M
Net Calls
-$2.34M
Net Calls Change
+$3.89M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$92.8M
3
BlackRock
BlackRock
New York
+$85.4M
4
Goldman Sachs
Goldman Sachs
New York
+$54.7M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$35.3M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$150M
2
Bank of America
Bank of America
North Carolina
-$83.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$82.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$76.6M
5
Ameriprise
Ameriprise
Minnesota
-$69.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
151
Biltmore Capital Advisors
New Jersey
$2.9M +$2.9M +28,610 New
LFG
152
LifePlan Financial Group
Ohio
$2.85M +$91.7K +915 +3%
S
153
Surevest
California
$2.83M +$2.83M +28,250 New
FHA
154
First Horizon Advisors
Tennessee
$2.77M -$132K -1,315 -5%
BWP
155
Bernardo Wealth Planning
Pennsylvania
$2.75M +$2.75M +27,446 New
FMBTD
156
First Midwest Bank Trust Division
Illinois
$2.74M -$5.81M -57,983 -68%
TFA
157
Transamerica Financial Advisors
Florida
$2.72M -$249K -2,481 -8%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$2.7M -$2.09M -20,880 -44%
IWM
159
IHT Wealth Management
Illinois
$2.66M +$1.29M +12,889 +95%
CFD
160
Creative Financial Designs
Indiana
$2.58M +$6.72K +67 +0.3%
CS
161
Comerica Securities
Michigan
$2.56M +$77.1K +769 +3%
WWM
162
Western Wealth Management
Colorado
$2.54M +$2.54M +25,344 New
TF
163
Trek Financial
Arizona
$2.49M +$2.49M +24,878 New
VWM
164
Venturi Wealth Management
Texas
$2.49M -$5.67M -58,600 -69%
HH
165
Hilltop Holdings
Texas
$2.49M -$499K -4,979 -17%
CIM
166
Cambria Investment Management
California
$2.41M -$227K -2,261 -9%
DADC
167
D.A. Davidson & Co
Montana
$2.38M +$91.8K +916 +4%
RFM
168
Royal Fund Management
Florida
$2.37M +$187K +1,862 +9%
APA
169
American Portfolios Advisors
New York
$2.33M +$335K +3,345 +17%
MIAN
170
Mariner Independent Advisor Network
Kansas
$2.21M +$2.21M +21,702 New
GWM
171
Geneos Wealth Management
Colorado
$2.17M +$79.6K +805 +4%
QAM
172
Questar Asset Management
Minnesota
$2.16M +$2.16M +21,519 New
EFL
173
ERn Financial LLC
Wisconsin
$2.12M +$2.12M +21,117 New
VF
174
Virtu Financial
New York
$2.1M +$390K +3,890 +23%
CWM
175
Cornerstone Wealth Management
Missouri
$2.06M -$82.1M -819,812 -98%
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