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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

100 hedge funds and large institutions have $828M invested in iShares MSCI USA Momentum Factor ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+26
Holders Change %
+35.14%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
35
Increased
45
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$22.3M
2
Morgan Stanley
Morgan Stanley
New York
+$14.4M
3
LPL Financial
LPL Financial
California
+$13.8M
4
BAAM
Baker Avenue Asset Management
California
+$12M
5
QI
QS Investors
New York
+$9.52M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
USAA
United Services Automobile Association
Texas
-$11.8M
3
BCI
Brinker Capital Investments
Pennsylvania
-$3.67M
4
TCM
Tuttle Capital Management
Connecticut
-$3.22M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
51
Estate Counselors
Wisconsin
$1.69M – – –
SPC
52
Sigma Planning Corp
Michigan
$1.6M -$249K -3,401 -13%
CIM
53
Cambria Investment Management
California
$1.5M – – –
WDL
54
Well Done LLC
Michigan
$1.35M +$1.35M +18,401 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.32M +$862K +11,759 +187%
SCM
56
Stonehearth Capital Management
Massachusetts
$1.28M +$1.28M +17,410 New
FSA
57
Financial Sense Advisors
California
$919K +$919K +12,535 New
PMG
58
ProVise Management Group
Florida
$826K +$198K +2,700 +32%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$805K – – –
PAG
60
Private Advisor Group
New Jersey
$789K +$218K +2,975 +38%
PAM
61
Peak Asset Management
Colorado
$766K +$431K +5,875 +128%
TRCT
62
Tower Research Capital (TRC)
New York
$743K +$743K +10,143 New
MIAN
63
Mariner Independent Advisor Network
Kansas
$706K +$706K +9,633 New
ICM
64
Ionic Capital Management
New York
$623K +$233K +3,184 +60%
MFS
65
MSI Financial Services
Massachusetts
$527K +$463K +6,313 +717%
FAAS
66
First Allied Advisory Services
California
$482K +$482K +6,582 New
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$457K +$42.1K +575 +10%
CA
68
Cetera Advisors
Colorado
$454K +$239K +3,256 +111%
JIP
69
Jaffetilchin Investment Partners
Florida
$441K +$441K +6,011 New
SG Americas Securities
70
SG Americas Securities
New York
$435K +$435K +5,936 New
Brown Advisory
71
Brown Advisory
Maryland
$428K – – –
ICAS
72
Investors Capital Advisory Services
Massachusetts
$420K +$146K +2,000 +53%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$409K -$60.7K -829 -13%
Wells Fargo
74
Wells Fargo
California
$394K -$366K -4,998 -48%
VFS
75
VSR Financial Services
Kansas
$380K +$380K +5,180 New
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