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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

134 hedge funds and large institutions have $1.22B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
3.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
27
Increased
72
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.8M
2
Stifel Financial
Stifel Financial
Missouri
+$34.5M
3
DT
Diversified Trust
Tennessee
+$32.3M
4
UBS Group
UBS Group
Switzerland
+$23M
5
BA
BlackRock Advisors
Delaware
+$18.2M

Top Sellers

1
ASRS
Arizona State Retirement System
Arizona
-$124M
2
FIG
FundX Investment Group
California
-$29.4M
3
Jane Street
Jane Street
New York
-$5.83M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$5.14M
5
TCM
Tuttle Capital Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$15.8M +$448K +5,791 +3%
CCP
27
Cardan Capital Partners
Colorado
$15.2M +$102K +1,320 +0.7%
AG
28
Advisor Group
Arizona
$14.1M +$8.69M +112,334 +162%
KeyBank National Association
29
KeyBank National Association
Ohio
$13.5M +$3.09M +39,990 +30%
CFGF
30
Compass Financial Group (Florida)
Florida
$13.2M +$13.2M +171,154 New
BIT
31
BlackRock Institutional Trust
California
$11.8M – – –
BOH
32
Bank of Hawaii
Hawaii
$11.6M +$11.6M +149,504 New
SIM
33
Sigma Investment Management
Oregon
$11.3M -$261K -3,371 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$10.1M +$10.1M +130,586 New
CCA
35
Cobblestone Capital Advisors
New York
$10M +$43.6K +564 +0.4%
OC
36
Oppenheimer & Co
New York
$9.41M -$400K -5,167 -4%
SFA
37
Stewardship Financial Advisors
Georgia
$8.65M +$458K +5,926 +6%
BAAM
38
Baker Avenue Asset Management
California
$7.83M +$607K +7,846 +8%
AIM
39
Advantage Investment Management
Iowa
$7.81M +$5.48M +70,850 +235%
SAM
40
Stringer Asset Management
Tennessee
$7.81M -$509K -6,576 -6%
PAS
41
Park Avenue Securities
New York
$7.77M +$1.04M +13,537 +16%
CS
42
Credit Suisse
Switzerland
$7.74M +$7.74M +100,000 New
US Bancorp
43
US Bancorp
Minnesota
$6.52M +$2.97M +38,378 +84%
LMIM
44
Lockheed Martin Investment Management
Maryland
$6.49M – – –
Wells Fargo
45
Wells Fargo
California
$5.96M +$2.52M +32,585 +73%
PAG
46
Private Advisor Group
New Jersey
$5.92M +$4.17M +54,623 +239%
KSA
47
Ken Stern & Associates
California
$5.71M -$82K -1,060 -1%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$5.6M +$5.6M +72,343 New
BIM
49
BlackRock Investment Management
Delaware
$5.6M +$3.37M +43,605 +152%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$5.58M +$64.8K +837 +1%
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