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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 %
SCP
201
Syntal Capital Partners
Texas
$1.97M +$1.97M +16,607 New
S
202
Surevest
California
$1.94M -$838K -7,067 -30%
VIM
203
Vista Investment Management
Pennsylvania
$1.92M +$206K +1,734 +12%
DWM
204
Dakota Wealth Management
Florida
$1.9M +$264K +2,223 +16%
NEPWA
205
New England Private Wealth Advisors
Massachusetts
$1.88M +$199K +1,682 +12%
NIPH
206
NN Investment Partners Holdings
Netherlands
$1.84M +$1.84M +15,504 New
MIFH
207
Migdal Insurance & Financial Holdings
Israel
$1.78M -$2.38M -20,038 -57%
PAM
208
Peak Asset Management
Colorado
$1.78M +$81.9K +691 +5%
NFG
209
Nations Financial Group
Iowa
$1.77M -$91.9K -775 -5%
RWMH
210
Riverpoint Wealth Management Holdings
Illinois
$1.75M -$154K -1,302 -8%
AFP
211
Ausdal Financial Partners
Iowa
$1.75M +$1.75M +14,261 New
TF
212
Trek Financial
Arizona
$1.71M -$1.67M -14,085 -49%
GRP
213
Global Retirement Partners
California
$1.68M +$628K +5,297 +60%
VHAM
214
Van Hulzen Asset Management
California
$1.67M +$613K +5,165 +58%
RFN
215
RDA Financial Network
Iowa
$1.64M +$304K +2,514 +23%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$1.62M +$964K +8,130 +148%
SC
217
Scotia Capital
Ontario, Canada
$1.59M -$4.1M -34,578 -72%
HPC
218
Hobart Private Capital
North Carolina
$1.53M +$1.53M +12,915 New
FHC
219
First Heartland Consultants
Missouri
$1.52M -$87.3K -736 -5%
BCA
220
Bay Colony Advisors
Massachusetts
$1.44M +$91.4K +771 +7%
Brown Advisory
221
Brown Advisory
Maryland
$1.4M +$79K +666 +6%
PA
222
PFG Advisors
Arizona
$1.4M -$29.2K -237 -2%
MA
223
Mutual Advisors
Nebraska
$1.34M +$702K +5,924 +110%
M&T Bank
224
M&T Bank
New York
$1.32M – – –
SXL
225
Summit X LLC
Missouri
$1.32M +$263K +2,208 +25%
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