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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 %
AWM
201
Affinity Wealth Management
Delaware
$1.47M +$1.47M +14,632 New
WCG
202
Wall Capital Group
Arizona
$1.42M -$291K -2,901 -17%
NEPWA
203
New England Private Wealth Advisors
Massachusetts
$1.41M -$404K -4,037 -22%
TC
204
TownSquare Capital
Utah
$1.4M +$1.4M +12,999 New
WLIM
205
White Lighthouse Investment Management
Massachusetts
$1.39M -$50.6K -505 -4%
CWM
206
CCG Wealth Management
California
$1.35M +$1.35M +13,491 New
PAM
207
Peak Asset Management
Colorado
$1.34M +$38.9K +388 +3%
AIP
208
Ahrens Investment Partners
Louisiana
$1.29M -$632K -6,305 -33%
CIBC World Market
209
CIBC World Market
Ontario, Canada
$1.27M +$817K +8,154 +181%
TSS
210
Two Sigma Securities
New York
$1.26M +$1.26M +12,535 New
PA
211
Parallel Advisors
California
$1.25M +$928K +9,263 +287%
ACP
212
Arcus Capital Partners
Georgia
$1.22M +$325K +3,242 +36%
HFS
213
HL Financial Services
Kentucky
$1.21M +$1.21M +12,059 New
WCM
214
WealthBridge Capital Management
Ohio
$1.2M +$1.2M +11,965 New
GCMG
215
Gyroscope Capital Management Group
Florida
$1.19M +$134K +1,342 +13%
RCS
216
Retirement Capital Strategies
California
$1.17M +$1.17M +11,711 New
PA
217
PFG Advisors
Arizona
$1.15M +$198K +1,829 +21%
CI
218
CX Institutional
Indiana
$1.15M +$358K +3,569 +45%
MC
219
Moors & Cabot
Massachusetts
$1.11M +$143K +1,419 +15%
VIM
220
Vista Investment Management
Pennsylvania
$1.08M +$296K +2,953 +38%
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$1.07M -$127K -1,265 -11%
PPP
222
Private Portfolio Partners
New Jersey
$1.06M +$1.06M +10,618 New
LPWM
223
Lake Point Wealth Management
Texas
$1.06M +$1.06M +10,560 New
BBA
224
Braun-Bostich & Associates
Pennsylvania
$1.05M – – –
Brown Advisory
225
Brown Advisory
Maryland
$1.04M – – –
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9
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