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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

471 hedge funds and large institutions have $7B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+33
Holders Change %
+7.53%
% of All Funds
10.34%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
1.47%
New
68
Increased
200
Reduced
158
Closed
32
Calls
$2.3M
Puts
$1.95M
Net Calls
+$358K
Net Calls Change
+$11.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$391M
2
BlackRock
BlackRock
New York
$280M
3
Bank of America
Bank of America
North Carolina
$358M
4
WCG
Wall Capital Group
Arizona
$43.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$162M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$515M
2
HI
Horizon Investments
North Carolina
$0
3
PI
PFS Investments
Georgia
$47.4M
4
AG
Advisor Group
Arizona
$65.5M
5
Jane Street
Jane Street
New York
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$515M -$118M -990,636 -19%
Morgan Stanley
2
Morgan Stanley
New York
$391M +$99.7M +836,110 +34%
Bank of America
3
Bank of America
North Carolina
$358M +$51.8M +434,417 +17%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$311M – – –
BlackRock
5
BlackRock
New York
$280M +$55.6M +466,608 +25%
UBS Group
6
UBS Group
Switzerland
$276M +$34.8M +291,600 +14%
Ameriprise
7
Ameriprise
Minnesota
$275M +$36M +301,532 +15%
Wells Fargo
8
Wells Fargo
California
$201M +$23.7M +198,331 +13%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$198M -$11.3M -94,963 -5%
KeyBank National Association
10
KeyBank National Association
Ohio
$175M -$1.27M -10,686 -0.7%
LPL Financial
11
LPL Financial
California
$175M +$14.5M +121,193 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$162M +$40.3M +338,308 +33%
EMPI
13
Elo Mutual Pension Insurance
Finland
$162M – – –
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$133M +$12.1M +101,722 +10%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$128M +$25.9M +217,206 +25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$99.6M -$2.15M -18,021 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$86.5M +$11.4M +95,971 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$83M +$7.54M +63,249 +10%
CPO
19
Cerity Partners OCIO
New York
$80.6M +$2.29M +19,174 +3%
OFG
20
Oxford Financial Group
Indiana
$76.9M +$900K +7,549 +1%
BDF
21
Balasa Dinverno & Foltz
$74.4M -$3.67M -30,750 -5%
Victory Capital Management
22
Victory Capital Management
Texas
$72.9M +$16.4M +137,812 +29%
RJA
23
Raymond James & Associates
Florida
$69.5M +$7.26M +60,853 +12%
MML Investors Services
24
MML Investors Services
Massachusetts
$65.6M +$3.4M +28,485 +5%
AG
25
Advisor Group
Arizona
$65.5M -$44.5M -373,030 -40%
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