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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$437K +$19.1K +180 +5%
PFS
227
Prospera Financial Services
Texas
$435K -$49.8K -477 -10%
CCT
228
Country Club Trust
Missouri
$430K +$430K +4,055 New
PWS
229
Paragon Wealth Strategies
Florida
$430K +$430K +4,057 New
OPCM
230
Osborne Partners Capital Management
California
$429K +$124K +1,170 +41%
BHB
231
Bank Hapoalim BM
Israel
$424K -$43.8K -413 -9%
IFS
232
Ifrah Financial Services
Arkansas
$413K +$188K +1,777 +84%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$411K +$411K +3,882 New
WB
234
WesBanco Bank
West Virginia
$396K – – –
SG
235
StoneX Group
New York
$383K +$383K +3,619 New
PS
236
Portfolio Strategies
New York
$380K +$375K +3,537 +7,074%
NFG
237
Noven Financial Group
Colorado
$378K +$21.6K +204 +6%
WAM
238
Watermark Asset Management
California
$376K -$28.5K -269 -7%
Citadel Advisors
239
Citadel Advisors
Florida
$368K +$368K +3,478 New
BBA
240
Braun-Bostich & Associates
Pennsylvania
$359K +$69.8K +659 +24%
WB
241
Webster Bank
Connecticut
$349K – – –
AIP
242
Almanack Investment Partners
Pennsylvania
$344K +$344K +3,251 New
WP
243
WealthPLAN Partners
Nebraska
$342K -$350K -3,303 -51%
PA
244
Parallel Advisors
California
$342K +$106 +1 +0%
CA
245
Continuum Advisory
Idaho
$335K +$335K +3,160 New
CAL
246
Capital Advisors Ltd
Ohio
$334K +$298K +2,814 +838%
PA
247
PFG Advisors
Arizona
$331K +$54.2K +511 +20%
TSS
248
Two Sigma Securities
New York
$328K +$328K +3,100 New
SFA
249
Sequoia Financial Advisors
Ohio
$324K +$324K +3,055 New
SPIA
250
Steward Partners Investment Advisory
New York
$319K +$319K +3,016 New
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