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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$42M
2
LPL Financial
LPL Financial
California
$85.7M
3
KeyBank National Association
KeyBank National Association
Ohio
$171M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
QA
Quantitative Advantage
Minnesota
$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$49.3M
2
QI
QS Investors
New York
$38.3M
3
Goldman Sachs
Goldman Sachs
New York
$5.44M
4
Jane Street
Jane Street
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$34.1M -$3.8M -36,876 -10%
3AM
27
3D Asset Management
Connecticut
$33.4M -$1.46M -14,155 -4%
RJA
28
Raymond James & Associates
Florida
$31.5M +$2.37M +23,005 +8%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$29.1M +$2.65M +25,661 +10%
WDL
30
Well Done LLC
Michigan
$27.5M -$3.07M -29,783 -10%
MML Investors Services
31
MML Investors Services
Massachusetts
$25.9M -$7M -67,886 -21%
PC
32
Permanens Capital
New York
$25.6M -$84.9K -823 -0.3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$25.4M +$699K +6,779 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$24.8M +$10.2M +98,802 +70%
QA
35
Quantitative Advantage
Minnesota
$24.7M +$24.7M +239,075 New
FDCC
36
Foster Dykema Cabot & Co
Massachusetts
$23.7M -$222K -2,150 -0.9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$22.6M +$8.61M +83,523 +61%
NCM
38
Niemann Capital Management
Nevada
$22.4M +$4.47M +43,353 +25%
AIA
39
Arrow Investment Advisors
Maryland
$21.5M -$798K -7,741 -4%
AssetMark Inc
40
AssetMark Inc
California
$21.1M +$451K +4,375 +2%
OFG
41
Oxford Financial Group
Indiana
$20.6M +$6.69M +64,878 +48%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$20.2M +$8.21M +79,650 +69%
PIM
43
Parker Investment Management
California
$19.6M +$19.6M +189,652 New
CFA
44
Carroll Financial Associates
North Carolina
$19.4M -$160K -1,553 -0.8%
SWP
45
Stratos Wealth Partners
Ohio
$18.1M -$2.39M -23,146 -12%
CCP
46
Cardan Capital Partners
Colorado
$17.2M +$119K +1,155 +0.7%
PAS
47
Park Avenue Securities
New York
$17M +$1.76M +16,959 +12%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$16.2M +$6.95M +67,368 +75%
AI
49
Atria Investments
North Carolina
$16.2M +$3.46M +33,543 +27%
OC
50
Oppenheimer & Co
New York
$15.8M -$1.83M -17,746 -10%
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