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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 %
PCG
276
Private Capital Group
Connecticut
$86 +$86 +39,450 New
Jane Street
277
Jane Street
New York
– -$10.3M -107,438 Closed
TSS
278
Two Sigma Securities
New York
– -$6.28M -65,601 Closed
NSLI
279
Nan Shan Life Insurance
Taiwan
– -$2.39M -25,000 Closed
GFPC
280
Global Financial Private Capital
Florida
– -$1.73M -18,050 Closed
ICOA
281
Investment Centers of America
North Dakota
– -$1.64M -17,148 Closed
AGM
282
Alpine Global Management
New York
– -$720K -7,530 Closed
AIA
283
Allegis Investment Advisors
Idaho
– -$539K -5,638 Closed
VF
284
Virtu Financial
New York
– -$396K -4,135 Closed
MHS
285
M Holdings Securities
Oregon
– -$263K -2,753 Closed
YWP
286
YorkBridge Wealth Partners
New York
– -$57K -600 Closed
BF
287
BOK Financial
Oklahoma
– -$30K -310 Closed
LWM
288
Lenox Wealth Management
Ohio
– -$13K -143 Closed
BONST
289
Bank of Nova Scotia Trust
Ontario, Canada
– -$7K -70 Closed
8 9 10 11
12