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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

438 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+33
Holders Change %
+8.15%
% of All Funds
9.53%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
1.31%
New
70
Increased
181
Reduced
144
Closed
31
Calls
$1.57M
Puts
$12.7M
Net Calls
-$11.1M
Net Calls Change
-$9.65M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$244M
2
HI
Horizon Investments
North Carolina
+$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$67.1M
4
Victory Capital Management
Victory Capital Management
Texas
+$56.2M
5
PI
PFS Investments
Georgia
+$55.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42.6M
2
AIC
Ameritas Investment Company
Nebraska
-$23M
3
BCI
Brinker Capital Investments
Pennsylvania
-$22.4M
4
UBS Group
UBS Group
Switzerland
-$19.5M
5
CS
Credit Suisse
Switzerland
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
Shilanski & Associates
Alaska
$3.82M +$3.82M +32,233 New
FHA
152
First Horizon Advisors
Tennessee
$3.81M +$147K +1,241 +4%
IWP
153
Icon Wealth Partners
Texas
$3.77M +$371K +3,125 +11%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$3.7M -$302K -2,545 -8%
GFPC
155
Global Financial Private Capital
Florida
$3.68M +$3.68M +31,022 New
MFS
156
Madrona Financial Services
Washington
$3.67M +$3.42M +28,825 +1,357%
BFA
157
Beaumont Financial Advisors
Massachusetts
$3.59M +$868K +7,317 +32%
JIP
158
Jaffetilchin Investment Partners
Florida
$3.58M +$3.58M +30,171 New
NA
159
NewEdge Advisors
Louisiana
$3.53M -$149K -1,258 -4%
AAS
160
Avantax Advisory Services
Texas
$3.51M -$363K -3,060 -9%
PAG
161
Private Advisory Group
Washington
$3.47M +$2.9M +24,425 +502%
F
162
F3Logic
Minnesota
$3.41M -$233K -1,961 -6%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$3.41M +$329K +2,777 +11%
BWP
164
Bernardo Wealth Planning
Pennsylvania
$3.36M +$75.4K +636 +2%
RFM
165
Royal Fund Management
Florida
$3.18M +$84.2K +710 +3%
SCA
166
Snowden Capital Advisors
New York
$3.13M -$277K -2,332 -8%
CWM
167
CCG Wealth Management
California
$3.12M +$3.68K +31 +0.1%
Citadel Advisors
168
Citadel Advisors
Florida
$3.09M -$3.37M -28,447 -52%
WCG
169
Wall Capital Group
Arizona
$2.93M +$683K +5,754 +30%
DADC
170
D.A. Davidson & Co
Montana
$2.93M +$70.9K +598 +2%
CCA
171
Clearwater Capital Advisors
Illinois
$2.9M -$25K -211 -0.9%
VF
172
Virtu Financial
New York
$2.86M +$1.37M +11,514 +92%
CIM
173
Cambria Investment Management
California
$2.85M -$60.7K -512 -2%
PWAG
174
Polaris Wealth Advisory Group
California
$2.81M -$2.7M -22,504 -49%
AEPG
175
American Economic Planning Group
New Jersey
$2.71M +$31.5K +266 +1%
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