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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
$630M
2
HI
Horizon Investments
North Carolina
$72.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$121M
4
Victory Capital Management
Victory Capital Management
Texas
$56.2M
5
PI
PFS Investments
Georgia
$105M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$208M
2
AIC
Ameritas Investment Company
Nebraska
$1.04M
3
BCI
Brinker Capital Investments
Pennsylvania
$12.5M
4
UBS Group
UBS Group
Switzerland
$240M
5
CS
Credit Suisse
Switzerland
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$630M +$244M +2,056,969 +63%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
Bank of America
3
Bank of America
North Carolina
$305M +$7.06M +59,509 +2%
Morgan Stanley
4
Morgan Stanley
New York
$289M +$389K +3,284 +0.1%
UBS Group
5
UBS Group
Switzerland
$240M -$19.5M -164,071 -7%
Ameriprise
6
Ameriprise
Minnesota
$237M +$29.2M +246,173 +14%
BlackRock
7
BlackRock
New York
$223M +$4.04M +34,057 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$208M -$42.6M -359,517 -17%
Wells Fargo
9
Wells Fargo
California
$176M +$4.05M +34,138 +2%
KeyBank National Association
10
KeyBank National Association
Ohio
$175M -$2.4M -20,233 -1%
EMPI
11
Elo Mutual Pension Insurance
Finland
$161M -$6.52M -55,000 -4%
LPL Financial
12
LPL Financial
California
$159M -$654K -5,517 -0.4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$125M +$25.1M +204,331 +25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$121M +$67.1M +565,696 +125%
AG
15
Advisor Group
Arizona
$109M +$55.2M +464,752 +102%
PI
16
PFS Investments
Georgia
$105M +$55.8M +459,794 +113%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$101M +$45.8M +386,308 +82%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$101M -$7.5M -63,233 -7%
USAA
19
United Services Automobile Association
Texas
$78.2M – – –
CPO
20
Cerity Partners OCIO
New York
$77.9M +$4.7M +39,671 +6%
BDF
21
Balasa Dinverno & Foltz
$77.6M +$674K +5,683 +0.9%
OFG
22
Oxford Financial Group
Indiana
$75.5M +$6.98M +58,860 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$75M -$4.31M -36,346 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$74.6M +$18.7M +158,037 +34%
HI
25
Horizon Investments
North Carolina
$72.7M +$72.7M +613,140 New
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