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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 %
CI
176
CX Institutional
Indiana
$2.71M +$590K +4,975 +28%
TFA
177
Transamerica Financial Advisors
Florida
$2.71M +$2.71M +22,826 New
FA
178
FDx Advisors
Illinois
$2.66M +$1.25M +10,509 +88%
Prudential Financial
179
Prudential Financial
New Jersey
$2.66M +$1.8M +15,210 +211%
IWM
180
IHT Wealth Management
Illinois
$2.64M -$280K -2,358 -10%
FAIM
181
Financial Advocates Investment Management
Washington
$2.59M +$73.3K +618 +3%
WLIM
182
White Lighthouse Investment Management
Massachusetts
$2.45M +$217K +1,830 +10%
MIAN
183
Mariner Independent Advisor Network
Kansas
$2.43M +$170K +1,428 +8%
SFWA
184
Summit Financial Wealth Advisors
Louisiana
$2.32M +$2.32M +19,566 New
LFAS
185
Level Four Advisory Services
Texas
$2.29M +$25.6K +215 +1%
SBIA
186
Sheaff Brock Investment Advisors
Indiana
$2.26M -$35.1K -296 -2%
NFG
187
Next Financial Group
Texas
$2.24M +$2.22M +18,753 +18,753%
LFG
188
LifePlan Financial Group
Ohio
$2.19M -$239K -2,015 -10%
GIA
189
Gladstone Institutional Advisory
Florida
$2.13M -$1.18M -9,944 -36%
SHJ
190
Sharkey, Howes & Javer
Colorado
$2.12M -$61.5K -519 -3%
PAMG
191
Patton Albertson Miller Group
Tennessee
$2.11M -$63.5K -529 -3%
KFGK
192
Keystone Financial Group (Kentucky)
Kentucky
$2.1M +$186K +1,567 +10%
RJT
193
Raymond James Trust
Florida
$2.07M +$1.46M +12,311 +239%
SMC
194
Smith, Moore & Co
Missouri
$2.07M -$5.58K -47 -0.3%
GLA
195
Good Life Advisors
Pennsylvania
$2.06M -$5.82K -49 -0.3%
HH
196
Hilltop Holdings
Texas
$2.05M -$87.4K -737 -4%
JGC
197
J. Goldman & Co
New York
$2.04M +$948K +7,996 +87%
3AM
198
3D Asset Management
Connecticut
$2M -$130K -1,093 -6%
DE
199
Day & Ennis
Georgia
$2M -$385K -3,243 -16%
SI
200
Stephens Inc
Arkansas
$1.98M -$274K -2,312 -12%
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