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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
$972M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$260M
3
USAA
United Services Automobile Association
Texas
$154M
4
Bank of America
Bank of America
North Carolina
$443M
5
Morgan Stanley
Morgan Stanley
New York
$336M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$412M
2
HI
Horizon Investments
North Carolina
$150M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$40.4M
4
Citigroup
Citigroup
New York
$3.61M
5
CCMG
Clark Capital Management Group
Pennsylvania
$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$972M +$172M +448,948 +22%
Bank of America
2
Bank of America
North Carolina
$443M +$89M +748,085 +25%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$412M -$125M -1,053,277 -23%
Morgan Stanley
4
Morgan Stanley
New York
$336M +$64.5M +541,958 +24%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$260M +$116M +976,443 +81%
KeyBank National Association
6
KeyBank National Association
Ohio
$255M +$12.3M +103,756 +5%
UBS Group
7
UBS Group
Switzerland
$249M +$7.79M +65,439 +3%
EMPI
8
Elo Mutual Pension Insurance
Finland
$226M -$8.93M -75,000 -4%
BlackRock
9
BlackRock
New York
$201M +$3.14M +26,355 +2%
LPL Financial
10
LPL Financial
California
$183M -$14.4M -120,632 -7%
USAA
11
United Services Automobile Association
Texas
$154M +$95.7M +804,340 +166%
Wells Fargo
12
Wells Fargo
California
$150M +$6.51M +54,667 +5%
HI
13
Horizon Investments
North Carolina
$150M -$121M -1,013,357 -45%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$136M +$37.3M +313,547 +38%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$78.3M +$1.18M +11,266 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$76.6M +$14.3K +120 +0%
BDF
17
Balasa Dinverno & Foltz
$75.9M +$119 +1 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$74.4M +$1.59M +13,330 +2%
BCI
19
Brinker Capital Investments
Pennsylvania
$72.9M +$23M +193,285 +46%
AG
20
Advisor Group
Arizona
$69.4M -$465K -3,907 -0.7%
CPO
21
Cerity Partners OCIO
New York
$66.7M +$3.61M +30,324 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$65.1M -$4.58M -38,489 -7%
FIG
23
FundX Investment Group
California
$62.4M -$6.69M -56,234 -10%
RJA
24
Raymond James & Associates
Florida
$62.4M +$7.61M +63,917 +14%
PAS
25
Park Avenue Securities
New York
$60.7M -$15.3M -127,732 -20%
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