MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$30.5M +$27.7M +289,045 +972%
WDL
27
Well Done LLC
Michigan
$28.4M +$2.37M +24,786 +9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$27.9M +$8.59M +89,762 +45%
RJA
29
Raymond James & Associates
Florida
$27M +$3.95M +41,330 +17%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$24.6M +$23.8M +248,622 +3,024%
PC
31
Permanens Capital
New York
$23.8M +$323K +3,375 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$23M +$10.1M +105,960 +79%
FDCC
33
Foster Dykema Cabot & Co
Massachusetts
$22.1M +$34.2K +357 +0.2%
AIA
34
Arrow Investment Advisors
Maryland
$20.7M -$1.07M -11,194 -5%
AssetMark Inc
35
AssetMark Inc
California
$19.2M +$13.2M +137,864 +221%
SWP
36
Stratos Wealth Partners
Ohio
$19M -$2.49M -25,998 -12%
CFA
37
Carroll Financial Associates
North Carolina
$18.4M -$15.6M -160,607 -46%
NCM
38
Niemann Capital Management
Nevada
$16.6M +$16.6M +173,856 New
OC
39
Oppenheimer & Co
New York
$16.4M +$3.24M +33,862 +25%
CCP
40
Cardan Capital Partners
Colorado
$15.9M -$261K -2,728 -2%
Goldman Sachs
41
Goldman Sachs
New York
$15.8M -$885K -9,252 -5%
EC
42
Estate Counselors
Wisconsin
$14.3M +$1.59M +16,600 +12%
SIM
43
Sigma Investment Management
Oregon
$14.1M +$55.6K +581 +0.4%
PAS
44
Park Avenue Securities
New York
$14.1M +$13.8M +143,964 +6,213%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$13.6M +$11M +114,630 +417%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$13M +$4.96M +51,822 +62%
OFG
47
Oxford Financial Group
Indiana
$12.9M +$12.9M +134,465 New
SFA
48
Stewardship Financial Advisors
Georgia
$12.6M +$762K +7,964 +6%
CCA
49
Cobblestone Capital Advisors
New York
$12.3M -$548K -5,731 -4%
AI
50
Atria Investments
North Carolina
$11.8M +$7.11M +74,319 +151%
1
2
3 4 5