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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

27 hedge funds and large institutions have $251M invested in iShares MSCI USA Momentum Factor ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
7
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LMIM
Lockheed Martin Investment Management
Maryland
+$8.19M
2
Bank of America
Bank of America
North Carolina
+$6.61M
3
Ameriprise
Ameriprise
Minnesota
+$6.57M
4
Stifel Financial
Stifel Financial
Missouri
+$5.16M
5
SIM
Sigma Investment Management
Oregon
+$3.99M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$930K
3
LPL Financial
LPL Financial
California
-$566K
4
VKH
Virtu KCG Holdings
New York
-$254K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$77.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$22K – – –
MFS
27
MSI Financial Services
Massachusetts
$16K +$2.59K +42 +19%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
– -$930K -15,410 Closed
VKH
29
Virtu KCG Holdings
New York
– -$254K -4,207 Closed
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