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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
$183M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$495M
3
Bank of America
Bank of America
North Carolina
$326M
4
LPL Financial
LPL Financial
California
$182M
5
Wells Fargo
Wells Fargo
California
$132M

Top Sellers

1
PIM
Parker Investment Management
California
$25.3M
2
CAN
Cetera Advisor Networks
California
$11.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$34.1M
4
BCI
Brinker Capital Investments
Pennsylvania
$46M
5
NCM
Niemann Capital Management
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M +$97.2M +886,062 +24%
Bank of America
2
Bank of America
North Carolina
$326M +$59.1M +539,022 +22%
Morgan Stanley
3
Morgan Stanley
New York
$250M +$49.1M +447,848 +24%
HI
4
Horizon Investments
North Carolina
$249M +$20.1M +182,793 +9%
Ameriprise
5
Ameriprise
Minnesota
$228M +$39.5M +360,135 +21%
KeyBank National Association
6
KeyBank National Association
Ohio
$223M +$15.5M +141,155 +7%
UBS Group
7
UBS Group
Switzerland
$223M +$37.8M +344,620 +20%
EMPI
8
Elo Mutual Pension Insurance
Finland
$217M -$12.1M -110,000 -5%
BlackRock
9
BlackRock
New York
$183M +$135M +1,226,903 +279%
LPL Financial
10
LPL Financial
California
$182M +$58.2M +530,896 +47%
Wells Fargo
11
Wells Fargo
California
$132M +$50.9M +464,177 +63%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$132M +$8.04M +73,294 +6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$91.2M +$48.8M +444,727 +115%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$89.4M – – –
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$82.9M +$5.65M +50,089 +7%
Allianz Asset Management
16
Allianz Asset Management
Germany
$70.6M -$821K -7,486 -1%
PAS
17
Park Avenue Securities
New York
$70M +$35.3M +320,333 +102%
BDF
18
Balasa Dinverno & Foltz
$70M +$194K +1,771 +0.3%
PI
19
PFS Investments
Georgia
$67.7M +$21.9M +194,774 +48%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$67.1M +$19.9M +181,727 +42%
AG
21
Advisor Group
Arizona
$64.4M -$13.6M -124,289 -17%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$64.3M +$22.2M +202,084 +53%
FIG
23
FundX Investment Group
California
$63.7M -$1.48M -13,491 -2%
CPO
24
Cerity Partners OCIO
New York
$58.2M +$1.82M +16,613 +3%
DT
25
Diversified Trust
Tennessee
$54.5M -$74.3K -677 -0.1%
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