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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
1
Arizona State Retirement System
Arizona
$128M +$975K +16,000 +0.8%
3AM
2
3D Asset Management
Connecticut
$28.5M +$767K +12,587 +3%
Stifel Financial
3
Stifel Financial
Missouri
$20.7M +$4.97M +81,611 +33%
Bank of America
4
Bank of America
North Carolina
$12M +$6.37M +104,490 +124%
CFA
5
Carroll Financial Associates
North Carolina
$10.8M +$1.03M +16,960 +11%
CAN
6
Cetera Advisor Networks
California
$8.54M -$23.9K -392 -0.3%
LMIM
7
Lockheed Martin Investment Management
Maryland
$8.19M +$7.89M +129,446 New
Ameriprise
8
Ameriprise
Minnesota
$6.64M +$6.33M +103,872 +9,600%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.6M +$311K +5,103 +5%
SIM
10
Sigma Investment Management
Oregon
$4.7M +$3.85M +63,114 +566%
Morgan Stanley
11
Morgan Stanley
New York
$4.46M -$1.04M -17,134 -20%
BCI
12
Brinker Capital Investments
Pennsylvania
$3.86M – – –
BTS
13
BB&T Securities
Virginia
$2.29M +$221K +3,628 New
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$1.09M – – –
Allianz Asset Management
15
Allianz Asset Management
Germany
$949K +$914K +15,000 New
NPC
16
National Planning Corporation
California
$865K +$240K +3,943 +41%
LPL Financial
17
LPL Financial
California
$771K -$546K -8,949 -42%
ACM
18
Avalon Capital Management
California
$620K +$597K +9,797 New
CPO
19
Cerity Partners OCIO
New York
$427K +$412K +6,762 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$286K -$74.4K -1,221 -21%
Goldman Sachs
21
Goldman Sachs
New York
$251K – – –
AI
22
Atria Investments
North Carolina
$246K +$237K +3,885 New
AIG
23
American International Group
New York
$135K – – –
US Bancorp
24
US Bancorp
Minnesota
$81K – – –
PVH
25
Psagot Value Holdings
Israel
$25K +$24.4K +400 New
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