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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$45.5M +$9.62M +90,822 +27%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$44.5M +$14.6M +137,444 +49%
PI
28
PFS Investments
Georgia
$42.8M +$42.8M +406,248 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$40.9M +$20.2M +190,574 +97%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$40.7M +$14.5M +137,053 +56%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$40.2M +$16.9M +159,713 +73%
RJA
32
Raymond James & Associates
Florida
$39.5M +$7.19M +67,827 +22%
QI
33
QS Investors
New York
$37.1M -$2.22M -20,960 -6%
ACM
34
Armbruster Capital Management
New York
$33.2M -$1.86M -17,585 -5%
PAS
35
Park Avenue Securities
New York
$32.3M +$15.6M +151,837 +93%
3AM
36
3D Asset Management
Connecticut
$30.9M -$3.4M -32,141 -10%
OFG
37
Oxford Financial Group
Indiana
$29.3M +$8.18M +77,236 +39%
WDL
38
Well Done LLC
Michigan
$28.9M +$698K +6,590 +2%
AI
39
Atria Investments
North Carolina
$28.6M +$12M +113,057 +72%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$27.2M +$1.71M +16,179 +7%
CFA
41
Carroll Financial Associates
North Carolina
$26.1M +$6.15M +58,053 +31%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$26M -$8.95M -84,509 -26%
AssetMark Inc
43
AssetMark Inc
California
$25.1M +$3.45M +32,613 +16%
QA
44
Quantitative Advantage
Minnesota
$25M -$335K -3,165 -1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$24.8M +$24M +226,181 +2,899%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$24.6M +$7.9M +74,563 +47%
PC
47
Permanens Capital
New York
$24.5M -$1.72M -16,252 -7%
FDCC
48
Foster Dykema Cabot & Co
Massachusetts
$23.8M -$487K -4,602 -2%
NCM
49
Niemann Capital Management
Nevada
$22.7M -$293K -2,770 -1%
EWF
50
Epstein & White Financial
California
$21.9M +$20M +188,954 +1,043%
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