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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
3.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
22
Increased
63
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
CFA
Carroll Financial Associates
North Carolina
+$12.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$10.2M
4
SWP
Stratos Wealth Partners
Ohio
+$8.5M
5
UBS Group
UBS Group
Switzerland
+$8.24M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$34M
2
USAA
United Services Automobile Association
Texas
-$28M
3
LPL Financial
LPL Financial
California
-$9.67M
4
Jane Street
Jane Street
New York
-$5.28M
5
LA
LVW Advisors
New York
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$10.7M +$7.32M +95,681 +219%
KeyBank National Association
27
KeyBank National Association
Ohio
$10.2M +$10.2M +134,012 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$9.88M +$5.92M +77,461 +149%
CCA
29
Cobblestone Capital Advisors
New York
$9.84M +$149K +1,948 +2%
SWP
30
Stratos Wealth Partners
Ohio
$9.69M +$8.5M +111,212 +714%
OC
31
Oppenheimer & Co
New York
$9.68M +$37.4K +490 +0.4%
SAM
32
Stringer Asset Management
Tennessee
$8.21M -$987K -12,914 -11%
MIFH
33
Migdal Insurance & Financial Holdings
Israel
$8.1M +$8.1M +106,000 New
SFA
34
Stewardship Financial Advisors
Georgia
$8.09M +$73K +955 +0.9%
BAAM
35
Baker Avenue Asset Management
California
$7.13M -$3.9M -51,065 -35%
Stifel Financial
36
Stifel Financial
Missouri
$7.03M -$34M -445,510 -83%
PAS
37
Park Avenue Securities
New York
$6.67M +$1.06M +13,896 +19%
LMIM
38
Lockheed Martin Investment Management
Maryland
$6.41M +$57.6K +754 +0.9%
Jane Street
39
Jane Street
New York
$5.96M -$5.28M -69,135 -47%
KSA
40
Ken Stern & Associates
California
$5.72M +$5.46M +71,464 +2,142%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.69M +$728K +9,526 +15%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$5.45M +$5.12M +66,973 +1,535%
AG
43
Advisor Group
Arizona
$5.29M +$5.29M +69,311 New
TCM
44
Tuttle Capital Management
Connecticut
$5.15M +$4.88M +63,726 +1,806%
MFS
45
Madrona Financial Services
Washington
$4.77M +$106K +1,384 +2%
UCFA
46
United Capital Financial Advisors
Texas
$4.77M +$131K +1,724 +3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$4.37M +$1.91M +24,972 +78%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$1.92M +25,067 +85%
BCI
49
Brinker Capital Investments
Pennsylvania
$4M +$7.03K +92 +0.2%
Goldman Sachs
50
Goldman Sachs
New York
$3.82M -$833K -10,902 -18%
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