MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

30 hedge funds and large institutions have $295M invested in iShares MSCI USA Momentum Factor ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
7
Increased
14
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BDF
Balasa Dinverno & Foltz
$26.6M
2
USAA
United Services Automobile Association
Texas
$23.8M
3
Ameriprise
Ameriprise
Minnesota
$11.4M
4
LMIM
Lockheed Martin Investment Management
Maryland
$12.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.12M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$0
2
3AM
3D Asset Management
Connecticut
$24.7M
3
CAN
Cetera Advisor Networks
California
$7.49M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
26
Psagot Value Holdings
Israel
$39K +$13K +200 +50%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38K +$15.4K +237 +68%
MFS
28
MSI Financial Services
Massachusetts
$17K – – –
U
29
UBS
Switzerland
$15K +$15K +238 New
Creative Planning
30
Creative Planning
Kansas
$7K +$7K +108 New
Stifel Financial
31
Stifel Financial
Missouri
– -$20.7M -326,611 Closed
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
– -$1.09M -17,167 Closed
ACM
33
Avalon Capital Management
California
– -$620K -9,797 Closed
Goldman Sachs
34
Goldman Sachs
New York
– -$251K -3,972 Closed
1
2