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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
4.12%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.6%
New
34
Increased
83
Reduced
30
Closed
10
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$213K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.6M
3
FIG
FundX Investment Group
California
+$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$34.7M
5
QI
QS Investors
New York
+$32.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$305M
2
CFGF
Compass Financial Group (Florida)
Florida
-$13.8M
3
LPL Financial
LPL Financial
California
-$2.85M
4
MCM
Moore Capital Management
New York
-$2.58M
5
Jane Street
Jane Street
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
26
Well Done LLC
Michigan
$24.2M -$246K -2,766 -1%
PC
27
Permanens Capital
New York
$21.8M +$9.96M +112,094 +84%
RJA
28
Raymond James & Associates
Florida
$21.4M +$1.72M +19,372 +9%
FDCC
29
Foster Dykema Cabot & Co
Massachusetts
$20.5M +$85.6K +963 +0.4%
AIA
30
Arrow Investment Advisors
Maryland
$20.2M +$20.2M +227,342 New
SWP
31
Stratos Wealth Partners
Ohio
$19.9M -$2.47M -27,808 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$17.9M +$4.92M +55,398 +38%
Goldman Sachs
33
Goldman Sachs
New York
$15.5M +$2.14M +24,048 +16%
CCP
34
Cardan Capital Partners
Colorado
$15M +$15M +168,803 New
CAN
35
Cetera Advisor Networks
California
$13.9M -$286K -3,222 -2%
SIM
36
Sigma Investment Management
Oregon
$13M +$586K +6,594 +5%
OC
37
Oppenheimer & Co
New York
$12.2M +$241K +2,715 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$11.9M +$1.82M +20,440 +18%
CCA
39
Cobblestone Capital Advisors
New York
$11.9M +$898K +10,099 +8%
EC
40
Estate Counselors
Wisconsin
$11.9M +$9.58M +107,780 +421%
TWA
41
Tillar-Wenstrup Advisors
Ohio
$11.1M +$2.16M +24,312 +24%
SFA
42
Stewardship Financial Advisors
Georgia
$11M -$1.37M -15,467 -11%
HighTower Advisors
43
HighTower Advisors
Illinois
$10.1M +$6.28M +70,549 +165%
BAAM
44
Baker Avenue Asset Management
California
$10M +$320K +3,603 +3%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$9.44M +$2.24M +25,195 +31%
PCM
46
Peak Capital Management
Colorado
$8.76M +$8.76M +98,574 New
CG
47
CFO4Life Group
Texas
$8.66M +$3.12M +35,063 +56%
ACA
48
Ackerman Capital Advisors
Texas
$8.11M +$8.11M +91,242 New
BTS
49
BB&T Securities
Virginia
$7.95M +$3.96M +44,505 +99%
US Bancorp
50
US Bancorp
Minnesota
$7.87M +$377K +4,236 +5%
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