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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 %
VFA
301
Valeo Financial Advisors
Indiana
$38K -$33.8K -316 -47%
EWM
302
Elmwood Wealth Management
California
$37.1K +$37.1K +350 New
AIS
303
Accurate Investment Solutions
Pennsylvania
$36K +$36K +339 New
RCAG
304
Rehmann Capital Advisory Group
Michigan
$33K +$33K +311 New
WC
305
Whitney & Co
New York
$32K +$32K +305 New
BWM
306
Baystate Wealth Management
Massachusetts
$23K -$7.35K -69 -24%
CCA
307
Clearwater Capital Advisors
Illinois
$20K +$20K +186 New
RAM
308
Riggs Asset Management
Pennsylvania
$20K +$20K +187 New
MPPLM
309
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$19K +$10.8K +101 +133%
PVH
310
Psagot Value Holdings
Israel
$16K +$16K +155 New
NR
311
Newfound Research
Massachusetts
$13K -$5.03K -46 -28%
Deutsche Bank
312
Deutsche Bank
Germany
$13K +$13K +127 New
GI
313
Gradient Investments
Minnesota
$11K +$11K +102 New
WP
314
WealthShield Partners
North Carolina
$10K -$24.8K -236 -71%
FANJ
315
Financial Architects (New Jersey)
New Jersey
$7K +$7K +70 New
HS
316
Horan Securities
United States
$5K – – –
BWL
317
Bogart Wealth LLC
Virginia
$5K +$5K +49 New
CBT
318
Central Bank & Trust
Kentucky
$5K +$5K +50 New
Nomura Holdings
319
Nomura Holdings
Japan
$4.02K +$4.02K +38,000 New
APSP
320
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K -$2.16K -18 -42%
AF
321
Advisornet Financial
Minnesota
$3K – – –
AFNAS
322
American Financial Network Advisory Services
California
$2.21K -$366K -25,985 -99%
NC
323
NewSquare Capital
Pennsylvania
$2K – – –
BRC
324
Bell Rock Capital
Delaware
$2K +$2K +16 New
CIM
325
Contravisory Investment Management
Massachusetts
$2K +$2K +17 New
11 12
13
14 15