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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
4.12%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.6%
New
34
Increased
83
Reduced
30
Closed
10
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$213K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$54.1M
3
FIG
FundX Investment Group
California
$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
$37.8M
5
QI
QS Investors
New York
$33.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403K
2
CFGF
Compass Financial Group (Florida)
Florida
$0
3
LPL Financial
LPL Financial
California
$26.7M
4
MCM
Moore Capital Management
New York
$0
5
Jane Street
Jane Street
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Fortis Advisors
Pennsylvania
$7.68M +$1.2M +13,529 +19%
LMIM
52
Lockheed Martin Investment Management
Maryland
$7.54M +$2.15M +24,182 +40%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$7.49M -$1.46M -16,439 -16%
KSA
54
Ken Stern & Associates
California
$6.74M +$11.4K +128 +0.2%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.55M +$606K +6,813 +10%
MCWS
56
McKinley Carter Wealth Services
West Virginia
$6.54M +$36K +405 +0.6%
BMM
57
Berkshire Money Management
Massachusetts
$6.53M +$6.53M +73,405 New
SP
58
Symmetry Partners
Connecticut
$6.39M +$345K +3,881 +6%
AssetMark Inc
59
AssetMark Inc
California
$5.55M +$971K +10,919 +21%
DWA
60
Dorsey Wright & Associates
California
$5.12M +$5.12M +57,642 New
Stifel Financial
61
Stifel Financial
Missouri
$4.84M -$658K -7,411 -12%
PAG
62
Private Advisor Group
New Jersey
$4.64M +$405K +4,485 +10%
AI
63
Atria Investments
North Carolina
$4.36M +$414K +4,654 +10%
NFG
64
NewFocus Financial Group
Washington
$4.16M +$351K +3,945 +9%
AWS
65
AJ Wealth Strategies
New York
$4.1M +$4.1M +46,133 New
PWAG
66
Polaris Wealth Advisory Group
California
$3.76M +$113K +1,273 +3%
LNC
67
Lincoln National Corp
Pennsylvania
$3.72M +$2.68M +30,124 +258%
VF
68
Virtu Financial
New York
$3.7M +$3.7M +41,633 New
FTIOP
69
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.55M +$1.16M +13,097 +49%
Jane Street
70
Jane Street
New York
$3.35M -$2.56M -28,763 -43%
WP
71
WealthSource Partners
California
$3.28M +$296K +3,325 +10%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$3.15M +$67.2K +756 +2%
Lido Advisors
73
Lido Advisors
California
$3.12M +$346K +3,892 +12%
LPT
74
Legacy Private Trust
Wisconsin
$3.08M +$3.08M +34,676 New
IA
75
IFP Advisors
Florida
$3.03M +$2.65M +29,817 +696%
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3
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