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iShares MSCI USA Momentum Factor ETF
MTUM

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$120M +$8.21M +94,807 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M +$77.9M +900,156 +255%
Bank of America
3
Bank of America
North Carolina
$106M +$14.9M +171,814 +17%
KeyBank National Association
4
KeyBank National Association
Ohio
$97.6M +$30.6M +353,034 +47%
Morgan Stanley
5
Morgan Stanley
New York
$79.5M +$18.3M +211,142 +31%
UBS Group
6
UBS Group
Switzerland
$69.4M +$5.93M +68,505 +10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$69.4M +$11M +127,475 +20%
USAA
8
United Services Automobile Association
Texas
$57M – – –
BDF
9
Balasa Dinverno & Foltz
$56.2M +$486K +5,612 +0.9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$54.1M +$47.3M +546,840 +884%
DT
11
Diversified Trust
Tennessee
$48M – – –
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$47.7M +$4.96M +57,316 +12%
FIG
13
FundX Investment Group
California
$47.1M +$45.9M +529,759 New
CCMG
14
Clark Capital Management Group
Pennsylvania
$37.8M +$33.8M +390,482 +1,106%
Allianz Asset Management
15
Allianz Asset Management
Germany
$37.2M -$143K -1,648 -0.4%
BCI
16
Brinker Capital Investments
Pennsylvania
$36.4M +$287K +3,317 +0.8%
CPO
17
Cerity Partners OCIO
New York
$35M +$1.56M +18,045 +5%
QI
18
QS Investors
New York
$33.4M +$31.8M +366,901 +4,402%
ACM
19
Armbruster Capital Management
New York
$32.7M -$530K -6,120 -2%
BlackRock
20
BlackRock
New York
$31.3M +$4.03M +46,516 +15%
CFA
21
Carroll Financial Associates
North Carolina
$31.1M +$367K +4,238 +1%
3AM
22
3D Asset Management
Connecticut
$29.7M -$896K -10,355 -3%
AG
23
Advisor Group
Arizona
$28.7M +$26.2M +302,319 +1,507%
Wells Fargo
24
Wells Fargo
California
$27.4M +$20.2M +233,857 +315%
LPL Financial
25
LPL Financial
California
$26.7M -$2.77M -32,051 -10%
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