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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 %
SFM
276
Signet Financial Management
New Jersey
$174K +$174K +1,640 New
DRS
277
Deane Retirement Strategies
Louisiana
$170K -$200K -1,888 -54%
FPF
278
FNY Partners Fund
New York
$165K +$165K +1,560 New
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$139K +$56K +530 +68%
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$20.5K +199 +18%
MWM
281
MinichMacGregor Wealth Management
New York
$126K +$126K +1,191 New
JCM
282
Jacobi Capital Management
Pennsylvania
$122K +$34.9K +340 +40%
Barclays
283
Barclays
United Kingdom
$117K -$10.6K -100 -8%
LFG
284
LifePlan Financial Group
Ohio
$112K +$112K +1,058 New
WA
285
WealthTrust-Arizona
Arizona
$109K +$34.9K +331 +47%
GT
286
Glenmede Trust
Pennsylvania
$101K – – –
FPB
287
First PREMIER Bank
South Dakota
$88K – – –
GRP
288
Global Retirement Partners
California
$88K +$43.8K +411 +99%
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$77K +$22.8K +215 +42%
IFAM
290
Institutional & Family Asset Management
Colorado
$75K +$75K +707 New
WEC
291
Winslow Evans & Crocker
Massachusetts
$74.7K +$10.6K +100 +17%
HWP
292
Hefty Wealth Partners
Indiana
$65K -$14.8K -140 -19%
Simplex Trading
293
Simplex Trading
Illinois
$63K +$25K +236 +66%
EWM
294
Endurance Wealth Management
Rhode Island
$48K +$48K +449 New
CAC
295
Certified Advisory Corp
Florida
$44K +$1.69K +16 +4%
RFC
296
Regions Financial Corp
Alabama
$43K +$43K +404 New
William Blair & Company
297
William Blair & Company
Illinois
$43K +$43K +409 New
FCAG
298
First Capital Advisors Group
New Jersey
$42K +$42K +400 New
CHP
299
Cable Hill Partners
Oregon
$41K – – –
SIS
300
Sound Income Strategies
Florida
$40K +$40K +382 New
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12
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