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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

142 hedge funds and large institutions have $1.55B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
3.54%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
26
Increased
59
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
KeyBank National Association
KeyBank National Association
Ohio
+$47.1M
3
BlackRock
BlackRock
New York
+$25.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$24.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$13.2M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
CCP
Cardan Capital Partners
Colorado
-$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
Morgan Stanley
Morgan Stanley
New York
-$12.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$4.26M +$885K +10,708 +26%
PAG
52
Private Advisor Group
New Jersey
$3.87M -$455K -5,517 -11%
BTS
53
BB&T Securities
Virginia
$3.72M +$671K +8,115 +22%
AI
54
Atria Investments
North Carolina
$3.67M -$693K -8,385 -16%
NFG
55
NewFocus Financial Group
Washington
$3.54M +$680K +8,231 +24%
HighTower Advisors
56
HighTower Advisors
Illinois
$3.53M +$528K +6,397 +18%
PWAG
57
Polaris Wealth Advisory Group
California
$3.39M -$138K -1,675 -4%
VC
58
Vicus Capital
Pennsylvania
$3.23M +$2.87M +34,712 +790%
CCMG
59
Clark Capital Management Group
Pennsylvania
$2.92M -$252K -3,048 -8%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$2.87M -$19.4K -235 -0.7%
WP
61
WealthSource Partners
California
$2.78M -$156K -1,887 -5%
Lido Advisors
62
Lido Advisors
California
$2.66M +$981K +11,493 +58%
MCM
63
Moore Capital Management
New York
$2.58M -$2.15M -25,980 -45%
SIA
64
Spruce Investment Advisors
Connecticut
$2.52M +$2.52M +30,446 New
HH
65
Hilltop Holdings
Texas
$2.33M – – –
FTIOP
66
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.22M +$2.22M +26,807 New
EC
67
Estate Counselors
Wisconsin
$2.11M +$2.11M +25,580 New
SPC
68
Sigma Planning Corp
Michigan
$1.77M -$109K -1,313 -6%
AG
69
Advisor Group
Arizona
$1.66M -$2.21M -26,771 -57%
CIM
70
Cambria Investment Management
California
$1.63M +$242K +2,924 +17%
WC
71
Wexford Capital
Florida
$1.52M +$1.52M +18,400 New
PAG
72
Private Advisory Group
Washington
$1.43M -$1.1M -13,303 -43%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.36M +$123K +1,489 +10%
PP
74
PagnatoKarp Partners
Virginia
$1.31M -$222K -2,685 -15%
CA
75
Cetera Advisors
Colorado
$1.31M +$113K +1,365 +9%
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