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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 %
SHJ
326
Sharkey, Howes & Javer
Colorado
$1K +$1K +6 New
DWM
327
Destination Wealth Management
California
$1K +$1K +56 New
SCA
328
Stuart Chaussee & Associates
California
– -$42M -405,319 Closed
XS
329
XR Securities
Illinois
– -$5.24M -50,799 Closed
TH
330
Timber Hill
Connecticut
– -$5.14M -49,866 Closed
PCM
331
Price Capital Management
Louisiana
– -$3.54M -34,332 Closed
WMSA
332
Weiss Multi-Strategy Advisers
New York
– -$2.74M -26,535 Closed
CCB
333
Cutter & Co Brokerage
Missouri
– -$1.96M -18,966 Closed
SI
334
SII Investments
Wisconsin
– -$1.77M -16,968 Closed
IH
335
IFC Holdings
Florida
– -$1.46M -13,985 Closed
WC
336
Wexford Capital
Florida
– -$1.02M -9,855 Closed
KA
337
Kovack Advisors
Florida
– -$581K -5,633 Closed
BAM
338
Belpointe Asset Management
Nevada
– -$430K -4,170 Closed
AMCA
339
Arthur M. Cohen & Associates
Illinois
– -$373 -3,718 Closed
TDC
340
Thompson Davis & Co
Virginia
– -$362K -3,512 Closed
OCM
341
Orser Capital Management
Texas
– -$252K -2,300 Closed
AB
342
Atlas Brown
Kentucky
– -$248K -2,221 Closed
KWM
343
Kingsview Wealth Management
Oregon
– -$221K -2,142 Closed
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
– -$122K -1,184 Closed
NPC
345
National Planning Corporation
California
– -$24.7K -239 Closed
MA
346
MCF Advisors
Kentucky
– -$21K -206 Closed
RFA
347
Reilly Financial Advisors
California
– -$13K -125 Closed
FFG
348
Ford Financial Group
California
– -$11K -106 Closed
CA
349
Calton & Associates
Florida
– -$11K -100 Closed
WOC
350
West Oak Capital
California
– -$10.3K -100 Closed
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