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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 %
BBA
201
Braun-Bostich & Associates
Pennsylvania
$883K +$511K +4,661 +137%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$876K +$176K +1,602 +25%
Wolverine Trading
203
Wolverine Trading
Illinois
$860K – – –
NFG
204
Next Financial Group
Texas
$859K -$757K -6,905 -47%
AIM
205
Advantage Investment Management
Iowa
$767K +$491K +4,475 +178%
BCA
206
Bay Colony Advisors
Massachusetts
$751K +$751K +6,847 New
SHJ
207
Sharkey, Howes & Javer
Colorado
$747K +$746K +6,808 +113,467%
VIM
208
Vista Investment Management
Pennsylvania
$736K +$169K +1,537 +30%
PA
209
PFG Advisors
Arizona
$724K +$382K +3,481 +111%
SFS
210
Sowell Financial Services
Arkansas
$707K -$674K -5,949 -49%
FHA
211
Flagship Harbor Advisors
Massachusetts
$692K -$3.36M -30,651 -83%
VHAM
212
Van Hulzen Asset Management
California
$690K +$68.2K +622 +11%
PCM
213
Parsons Capital Management
Rhode Island
$664K +$59.4K +542 +10%
ACM
214
Alethea Capital Management
Washington
$658K +$20.9K +190 +3%
CI
215
CX Institutional
Indiana
$656K +$656K +5,980 New
VAM
216
Visionary Asset Management
Texas
$638K +$5.83K +53 +0.9%
WF
217
Welch & Forbes
Massachusetts
$634K +$41.7K +380 +7%
MSA
218
Marino Stram & Associates
Massachusetts
$632K +$64.9K +591 +11%
DMC
219
Drexel Morgan & Co
Pennsylvania
$625K – – –
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$623K +$623K +5,652 New
SWM
221
SeaCrest Wealth Management
New York
$618K -$2.19K -20 -0.4%
GTAM
222
Global Trust Asset Management
Florida
$617K -$38.7K -353 -6%
PAG
223
Private Advisory Group
Washington
$607K +$7.57K +69 +1%
RCG
224
Ruggie Capital Group
Florida
$607K +$607K +5,529 New
MSAM
225
Moloney Securities Asset Management
Missouri
$606K -$948K -8,649 -61%
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