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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$487M +$140M +1,398,591 +40%
Bank of America
2
Bank of America
North Carolina
$290M -$83.2M -830,026 -22%
Morgan Stanley
3
Morgan Stanley
New York
$273M -$9.11M -90,899 -3%
BlackRock
4
BlackRock
New York
$255M +$85.4M +852,266 +50%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$211M -$7.99M -79,740 -4%
UBS Group
6
UBS Group
Switzerland
$202M -$8.04M -80,244 -4%
EMPI
7
Elo Mutual Pension Insurance
Finland
$190M – – –
Ameriprise
8
Ameriprise
Minnesota
$184M -$69.5M -694,106 -27%
KeyBank National Association
9
KeyBank National Association
Ohio
$167M -$47.3M -472,368 -22%
LPL Financial
10
LPL Financial
California
$163M +$8.72M +87,029 +6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$150M +$35.3M +352,155 +31%
Wells Fargo
12
Wells Fargo
California
$124M -$2.23M -22,230 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$96.3M +$92.8M +925,636 +2,607%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$78.5M -$237K -2,248 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$76.3M +$54.7M +545,496 +253%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$72.7M +$10.1M +100,516 +16%
USAA
17
United Services Automobile Association
Texas
$66.1M -$63.2M -631,000 -49%
BDF
18
Balasa Dinverno & Foltz
$63.2M -$741K -7,396 -1%
PAS
19
Park Avenue Securities
New York
$62.6M +$10.2M +99,355 +20%
AG
20
Advisor Group
Arizona
$61.8M +$3.33M +33,208 +6%
CPO
21
Cerity Partners OCIO
New York
$55.7M -$462K -4,609 -0.8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$54.5M -$331K -3,298 -0.6%
MML Investors Services
23
MML Investors Services
Massachusetts
$54.4M +$14M +139,676 +35%
RJA
24
Raymond James & Associates
Florida
$54M +$1.41M +14,093 +3%
OFG
25
Oxford Financial Group
Indiana
$53M +$8.92M +89,027 +20%
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