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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 %
AEPG
176
American Economic Planning Group
New Jersey
$2.04M -$139K -1,384 -6%
Millennium Management
177
Millennium Management
New York
$2.01M +$2.01M +20,000 New
IC
178
Inscription Capital
Texas
$1.97M +$1.97M +19,692 New
NFG
179
Next Financial Group
Texas
$1.9M +$1.81M +18,080 +2,062%
CAM
180
Concorde Asset Management
Michigan
$1.87M +$124K +1,241 +7%
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$1.82M +$1.82M +18,154 New
3AM
182
3D Asset Management
Connecticut
$1.82M -$28.3M -281,956 -94%
PAMG
183
Patton Albertson Miller Group
Tennessee
$1.81M -$801K -7,461 -31%
SI
184
Stephens Inc
Arkansas
$1.8M +$1.8M +17,929 New
LNC
185
Lincoln National Corp
Pennsylvania
$1.79M -$2.1M -20,956 -54%
Wolverine Trading
186
Wolverine Trading
Illinois
$1.79M +$1.79M +18,139 New
PMG
187
ProVise Management Group
Florida
$1.78M -$137K -1,366 -7%
PWMG
188
Prestige Wealth Management Group
New Jersey
$1.75M +$1.75M +17,435 New
FEG
189
Financial Enhancement Group
Indiana
$1.74M – – –
AFP
190
Ausdal Financial Partners
Iowa
$1.74M -$361K -3,603 -17%
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$1.73M -$39.7K -396 -2%
NFG
192
Nations Financial Group
Iowa
$1.72M -$33.8K -337 -2%
SMC
193
Smith, Moore & Co
Missouri
$1.72M -$93.3K -931 -5%
LFAS
194
Level Four Advisory Services
Texas
$1.71M +$65.9K +657 +4%
EPA
195
Element Pointe Advisors
Florida
$1.67M +$1.67M +16,620 New
AFNAS
196
American Financial Network Advisory Services
California
$1.65M -$508K -5,065 -23%
RWMH
197
Riverpoint Wealth Management Holdings
Illinois
$1.61M -$825K -8,227 -34%
KFGK
198
Keystone Financial Group (Kentucky)
Kentucky
$1.53M +$516K +5,149 +51%
FHC
199
First Heartland Consultants
Missouri
$1.52M +$1.17M +11,699 +341%
Invesco
200
Invesco
Georgia
$1.47M -$450K -4,490 -23%
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