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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 %
GRP
251
Global Retirement Partners
California
$43K +$14.6K +141 +51%
CHP
252
Cable Hill Partners
Oregon
$42K – – –
CAC
253
Certified Advisory Corp
Florida
$41K +$41K +400 New
Simplex Trading
254
Simplex Trading
Illinois
$37K +$37K +359 New
CAL
255
Capital Advisors Ltd
Ohio
$35K – – –
WP
256
WealthShield Partners
North Carolina
$34K +$34K +331 New
W
257
WealthShield
North Carolina
$34K +$34K +331 New
BWM
258
Baystate Wealth Management
Massachusetts
$32K +$32K +285 New
AIM
259
Advantage Investment Management
Iowa
$25K +$6.58K +64 +36%
NPC
260
National Planning Corporation
California
$24.7K -$2.7M -26,200 -99%
MA
261
MCF Advisors
Kentucky
$21K +$21K +206 New
NR
262
Newfound Research
Massachusetts
$17K +$103 +1 +0.6%
RFA
263
Reilly Financial Advisors
California
$13K +$13K +125 New
CA
264
Calton & Associates
Florida
$11K +$11K +100 New
FFG
265
Ford Financial Group
California
$11K +$11K +106 New
WOC
266
West Oak Capital
California
$10.3K +$10.3K +100 New
MPPLM
267
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K +$8K +76 New
HS
268
Horan Securities
United States
$6K – – –
PS
269
Portfolio Strategies
New York
$5K +$5K +50 New
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$3.54K +38 +760%
NC
271
NewSquare Capital
Pennsylvania
$2K +$2K +22 New
AF
272
Advisornet Financial
Minnesota
$2K +$2K +24 New
VCM
273
Virtue Capital Management
Tennessee
$1K +$1K +12 New
BHB
274
Bank Hapoalim BM
Israel
$455 +$11 +110 +3%
AMCA
275
Arthur M. Cohen & Associates
Illinois
$373 +$373 +3,718 New
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