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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
1
United Services Automobile Association
Texas
$79.6M +$11.9M +170,300 +18%
BDF
2
Balasa Dinverno & Foltz
$33.4M +$1.75M +25,120 +6%
Bank of America
3
Bank of America
North Carolina
$24.4M +$5.37M +76,941 +29%
3AM
4
3D Asset Management
Connecticut
$21.6M -$954K -13,674 -4%
Ameriprise
5
Ameriprise
Minnesota
$19.4M +$2.32M +33,272 +14%
Morgan Stanley
6
Morgan Stanley
New York
$19.2M +$7.12M +101,987 +60%
Allianz Asset Management
7
Allianz Asset Management
Germany
$11.1M – – –
CPO
8
Cerity Partners OCIO
New York
$10.7M +$6.64M +95,120 +167%
CAN
9
Cetera Advisor Networks
California
$8.26M -$287K -4,111 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.1M +$1.74M +24,885 +28%
BCI
11
Brinker Capital Investments
Pennsylvania
$8.01M – – –
LMIM
12
Lockheed Martin Investment Management
Maryland
$6.58M – – –
SAM
13
Stringer Asset Management
Tennessee
$5.74M +$5.7M +81,641 New
CFA
14
Carroll Financial Associates
North Carolina
$5.53M -$2.65K -38 -0%
SIM
15
Sigma Investment Management
Oregon
$5.4M +$64.6K +926 +1%
HP
16
HT Partners
Connecticut
$4.89M +$4.91M +70,367 New
BTS
17
BB&T Securities
Virginia
$3.2M +$30.3K +434 +11%
RJA
18
Raymond James & Associates
Florida
$2.13M +$2.11M +30,232 New
HH
19
Hilltop Holdings
Texas
$1.98M +$1.96M +28,129 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.96M -$626K -8,968 -24%
NPC
21
National Planning Corporation
California
$1.49M +$229K +3,278 +18%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.23M +$125K +1,786 +11%
UBS Group
23
UBS Group
Switzerland
$1.1M +$618K +8,857 +129%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$926K +$919K +13,175 New
JP Morgan Chase
25
JP Morgan Chase
New York
$773K +$767K +10,989 New
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