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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 %
SWA
176
SFMG Wealth Advisors
Texas
$1.54M +$12.1K +110 +0.8%
CFD
177
Creative Financial Designs
Indiana
$1.53M +$437K +3,980 +40%
AFP
178
Ausdal Financial Partners
Iowa
$1.52M +$240K +2,184 +19%
PP
179
Prudential plc
United Kingdom
$1.46M +$856K +7,800 +142%
LFAS
180
Level Four Advisory Services
Texas
$1.44M +$381K +3,487 +36%
SPIA
181
Steward Partners Investment Advisory
New York
$1.41M +$1.08M +9,864 +327%
GCMG
182
Gyroscope Capital Management Group
Florida
$1.37M +$35.3K +322 +3%
BRF
183
B. Riley Financial
California
$1.32M +$179K +1,593 +16%
JIP
184
Jaffetilchin Investment Partners
Florida
$1.32M -$134K -1,220 -9%
IWM
185
IHT Wealth Management
Illinois
$1.29M +$977K +8,907 +311%
WLIM
186
White Lighthouse Investment Management
Massachusetts
$1.24M +$178K +1,625 +17%
MC
187
Moors & Cabot
Massachusetts
$1.2M +$30.4K +277 +3%
PP
188
PagnatoKarp Partners
Virginia
$1.2M +$21.9K +199 +2%
PAM
189
Peak Asset Management
Colorado
$1.2M +$396K +3,605 +49%
CAG
190
Csenge Advisory Group
Florida
$1.2M -$1.01M -9,223 -46%
SBIA
191
Sheaff Brock Investment Advisors
Indiana
$1.17M +$222K +2,025 +23%
SEI Investments
192
SEI Investments
Pennsylvania
$1.14M +$449K +4,091 +65%
Brown Advisory
193
Brown Advisory
Maryland
$1.13M +$210K +1,916 +23%
JCM
194
Janney Capital Management
Pennsylvania
$1.12M -$80.3K -732 -7%
ALIONA
195
Allianz Life Insurance of North America
Minnesota
$1.1M +$232K +2,118 +27%
NFG
196
NewFocus Financial Group
Washington
$1.08M -$439 -4 -0%
WAM
197
Watermark Asset Management
California
$1.04M +$650K +5,925 +167%
HCA
198
Heck Capital Advisors
Wisconsin
$1.01M -$66.6K -607 -6%
ICM
199
Ionic Capital Management
New York
$991K -$1.31M -11,970 -57%
FWP
200
FAS Wealth Partners
Kansas
$911K -$17.8K -162 -2%
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