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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 %
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$2.1M +$1.52M +12,794 +262%
NFG
177
Nations Financial Group
Iowa
$2.09M +$72.3K +608 +4%
CAM
178
Concorde Asset Management
Michigan
$2.07M -$13.5K -114 -0.6%
Parallax Volatility Advisers
179
Parallax Volatility Advisers
California
$2.07M +$2.07M +17,387 +1,738,700%
VF
180
Virtu Financial
New York
$2.03M -$1.28M -10,746 -39%
WCG
181
Wall Capital Group
Arizona
$2.03M +$40K +336 +2%
FA
182
FDx Advisors
Illinois
$1.96M -$438K -3,680 -18%
LFAS
183
Level Four Advisory Services
Texas
$1.95M +$385K +3,239 +25%
WP
184
WealthShield Partners
North Carolina
$1.88M +$1.86M +15,640 +10,358%
RJT
185
Raymond James Trust
Florida
$1.86M +$1.47M +12,322 +368%
LMIM
186
Lockheed Martin Investment Management
Maryland
$1.79M -$9.28M -78,000 -84%
SPIA
187
Steward Partners Investment Advisory
New York
$1.79M +$252K +2,122 +16%
FEG
188
Financial Enhancement Group
Indiana
$1.74M -$68.9K -579 -4%
WLIM
189
White Lighthouse Investment Management
Massachusetts
$1.71M +$371K +3,115 +28%
FF
190
Fluent Financial
Texas
$1.65M +$1.65M +13,860 New
WSCM
191
Wellington Shields Capital Management
New York
$1.65M +$1.65M +13,830 New
IWM
192
IHT Wealth Management
Illinois
$1.62M +$221K +1,858 +16%
PAM
193
Peak Asset Management
Colorado
$1.55M +$245K +2,057 +19%
SWA
194
SFMG Wealth Advisors
Texas
$1.49M -$33.2K -306 -2%
SBIA
195
Sheaff Brock Investment Advisors
Indiana
$1.42M +$152K +1,279 +12%
JIP
196
Jaffetilchin Investment Partners
Florida
$1.34M -$90.8K -763 -6%
PP
197
PagnatoKarp Partners
Virginia
$1.34M +$37K +310 +3%
Creative Planning
198
Creative Planning
Kansas
$1.32M -$554K -4,658 -30%
BBA
199
Braun-Bostich & Associates
Pennsylvania
$1.24M +$284K +2,384 +30%
Brown Advisory
200
Brown Advisory
Maryland
$1.24M +$15.2K +128 +1%
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