MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

142 hedge funds and large institutions have $1.55B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
3.54%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
26
Increased
59
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
KeyBank National Association
KeyBank National Association
Ohio
+$47.1M
3
BlackRock
BlackRock
New York
+$25.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$24.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$13.2M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
CCP
Cardan Capital Partners
Colorado
-$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
Morgan Stanley
Morgan Stanley
New York
-$12.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$13.2M +$426K +5,160 +3%
Goldman Sachs
27
Goldman Sachs
New York
$12.4M -$8.3M -100,372 -40%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$12.1M -$4.89M -59,166 -29%
SIM
29
Sigma Investment Management
Oregon
$11.6M +$562K +6,799 +5%
SFA
30
Stewardship Financial Advisors
Georgia
$11.5M +$2.33M +28,250 +25%
OC
31
Oppenheimer & Co
New York
$11.1M +$1.09M +13,204 +11%
PC
32
Permanens Capital
New York
$11M +$2.06M +24,928 +23%
CCA
33
Cobblestone Capital Advisors
New York
$10.2M -$827K -10,000 -7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$9.39M -$820K -9,927 -8%
BAAM
35
Baker Avenue Asset Management
California
$9.03M -$345K -4,174 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$8.32M +$3.16M +38,255 +61%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$8.31M +$3.37M +40,777 +68%
US Bancorp
38
US Bancorp
Minnesota
$6.96M +$600K +7,254 +9%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$6.7M +$5.49M +66,420 +455%
KSA
40
Ken Stern & Associates
California
$6.42M +$72.7K +858 +1%
Wells Fargo
41
Wells Fargo
California
$6.14M +$124K +1,497 +2%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$6.05M -$67.4K -815 -1%
FA
43
Fortis Advisors
Pennsylvania
$6.02M +$1.37M +16,533 +29%
SP
44
Symmetry Partners
Connecticut
$5.62M +$1.89M +22,836 +51%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$5.53M +$509K +6,163 +10%
Jane Street
46
Jane Street
New York
$5.49M +$5.49M +66,419 New
CG
47
CFO4Life Group
Texas
$5.15M +$5.15M +62,342 New
Stifel Financial
48
Stifel Financial
Missouri
$5.12M +$280K +3,385 +6%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$5.12M -$845K -10,220 -14%
LMIM
50
Lockheed Martin Investment Management
Maryland
$5.01M +$605K +7,319 +14%
1
2
3 4 5