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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
+$42M
2
LPL Financial
LPL Financial
California
+$37.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$26.8M
5
QA
Quantitative Advantage
Minnesota
+$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$16.9M
2
QI
QS Investors
New York
-$13.4M
3
Goldman Sachs
Goldman Sachs
New York
-$11.6M
4
Jane Street
Jane Street
New York
-$10.3M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
226
Ifrah Financial Services
Arkansas
$219K -$205K -1,987 -48%
WAM
227
Weatherly Asset Management
California
$218K -$2.78K -27 -1%
WA
228
WBH Advisory
Maryland
$216K +$719 +7 +0.3%
AW
229
ACG Wealth
Georgia
$215K +$215K +2,083 New
BRF
230
B. Riley Financial
California
$214K +$214K +2,077 New
SWA
231
SFMG Wealth Advisors
Texas
$204K +$204K +1,978 New
MFW
232
Mosaic Family Wealth
Missouri
$192K +$192K +1,859 New
JGIA
233
Jackson Grant Investment Advisers
Connecticut
$136K +$824 +8 +0.6%
Barclays
234
Barclays
United Kingdom
$124K +$20.7K +200 +20%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$122K +$122K +1,184 New
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$89.8K +833 +287%
GT
237
Glenmede Trust
Pennsylvania
$101K – – –
CG
238
Cutler Group
California
$92K +$92K +900 New
JCM
239
Jacobi Capital Management
Pennsylvania
$91K +$91K +850 New
FPB
240
First PREMIER Bank
South Dakota
$86K – – –
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$81K +$81K +785 New
HWP
242
Hefty Wealth Partners
Indiana
$78K -$5.18K -50 -6%
CPIG
243
Chicago Partners Investment Group
Illinois
$77K +$77K +743 New
WA
244
WealthTrust-Arizona
Arizona
$72K +$38.7K +377 +116%
BWA
245
Burt Wealth Advisors
Maryland
$72K +$72K +700 New
VFA
246
Valeo Financial Advisors
Indiana
$69K – – –
IWM
247
IHT Wealth Management
Illinois
$69K +$69K +643 New
RFM
248
Royal Fund Management
Florida
$63K +$63K +615 New
WEC
249
Winslow Evans & Crocker
Massachusetts
$62.4K +$20.6K +200 +49%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$53K +$53K +512 New
8 9
10
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