iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
35 hedge funds and large institutions have $373M invested in iShares MSCI USA Momentum Factor ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
9
Increased
14
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$40.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$6.67M |
| 3 |
Morgan Stanley
New York
|
+$6.33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $467K | +$467K | +6,864 | New |
|
27
LPL Financial
San Diego,
California
| $427K | -$395K | -5,803 | -48% |
|
|
RIA
28
Regal Investment Advisors
Kentwood,
Michigan
| $236K | +$236K | +3,468 | New |
|
|
CIM
29
Cambria Investment Management
Manhattan Beach,
California
| $199K | +$199K | +2,924 | New |
|
|
AIG
30
American International Group
New York
| $111K | -$34K | -500 | -23% |
|
31
US Bancorp
Minneapolis,
Minnesota
| $88K | – | – | – |
|
32
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $57K | +$57K | +850 | New |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
34
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
35
SG Americas Securities
New York
| – | -$1.05M | -16,200 | Closed |
|
36
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$469K | -7,234 | Closed |
|
|
PVH
37
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$39K | -600 | Closed |
|