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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 %
GCMG
201
Gyroscope Capital Management Group
Florida
$1.22M -$228K -1,956 -16%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$1.21M +$538K +4,500 +80%
BWL
203
Bogart Wealth LLC
Virginia
$1.2M +$1.19M +10,037 +20,484%
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$1.19M -$523K -4,395 -30%
NFG
205
NewFocus Financial Group
Washington
$1.17M – – –
MC
206
Moors & Cabot
Massachusetts
$1.14M -$160K -1,350 -12%
HCA
207
Heck Capital Advisors
Wisconsin
$1.09M – – –
JCM
208
Janney Capital Management
Pennsylvania
$1.09M -$129K -1,086 -11%
WAM
209
Watermark Asset Management
California
$1.08M -$44K -370 -4%
ICM
210
Ionic Capital Management
New York
$1.08M – – –
ACP
211
Arcus Capital Partners
Georgia
$1.06M +$1.06M +8,886 New
AIM
212
Advantage Investment Management
Iowa
$995K +$163K +1,372 +20%
FWP
213
FAS Wealth Partners
Kansas
$987K -$833 -7 -0.1%
AWM
214
AE Wealth Management
Kansas
$956K +$956K +8,036 New
PA
215
PFG Advisors
Arizona
$952K +$236K +2,182 +33%
RCG
216
Ruggie Capital Group
Florida
$946K +$288K +2,421 +44%
CI
217
CX Institutional
Indiana
$938K +$227K +1,905 +32%
FC
218
Ferris Capital
Massachusetts
$937K +$937K +7,877 New
VIM
219
Vista Investment Management
Pennsylvania
$926K +$128K +1,072 +16%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$915K -$35.4K -297 -4%
BCA
221
Bay Colony Advisors
Massachusetts
$893K +$78.1K +656 +10%
PFS
222
Prospera Financial Services
Texas
$892K +$279K +2,396 +46%
AWS
223
AJ Wealth Strategies
New York
$863K -$9.11M -76,499 -91%
EWF
224
Epstein & White Financial
California
$829K -$1.26M -10,571 -60%
PWS
225
Paragon Wealth Strategies
Florida
$808K +$244K +2,049 +43%
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