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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 %
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301K -$37.1K -350 -11%
BFA
252
Beaumont Financial Advisors
Massachusetts
$294K -$53.2K -503 -15%
IWM
253
IHT Wealth Management
Illinois
$293K +$227K +2,218 +345%
EF
254
Empirical Finance
Pennsylvania
$292K +$292K +2,599 New
CT
255
CPF Texas
Texas
$287K +$1.48K +14 +0.5%
VWA
256
V Wealth Advisors
Kansas
$281K +$13.8K +134 +5%
CWA
257
Clarus Wealth Advisors
Arizona
$270K +$270K +2,550 New
AIM
258
Advantage Investment Management
Iowa
$266K +$240K +2,270 +934%
FFWA
259
FRG Family Wealth Advisors
Washington
$263K +$263K +2,483 New
Koshinski Asset Management
260
Koshinski Asset Management
Illinois
$261K +$261K +2,465 New
OFG
261
OmniStar Financial Group
North Carolina
$256K +$256K +2,425 New
I
262
INVST
Indiana
$255K +$255K +2,481 New
AW
263
ACG Wealth
Georgia
$251K +$30.6K +289 +14%
PCG
264
Private Capital Group
Connecticut
$242K -$3.93M -37,162 -94%
SBL
265
Sargent Bickham Lagudis
Colorado
$240K -$98.7K -931 -29%
W
266
Wealthfront
California
$240K +$4.77K +45 +2%
MCM
267
Mengis Capital Management
Oregon
$238K +$238K +2,250 New
WAM
268
Weatherly Asset Management
California
$224K – – –
DAS
269
Dynamic Advisor Solutions
Arizona
$222K +$222K +2,093 New
FTS
270
Fifth Third Securities
Ohio
$220K +$220K +2,081 New
WA
271
WBH Advisory
Maryland
$211K -$11.9K -112 -5%
F
272
F3Logic
Minnesota
$207K +$207K +1,946 New
JG
273
Jefferies Group
New York
$201K +$201K +1,900 New
MFW
274
Mosaic Family Wealth
Missouri
$197K – – –
JGIA
275
Jackson Grant Investment Advisers
Connecticut
$177K +$37.2K +351 +27%
9 10
11
12 13