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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
51
Tillar-Wenstrup Advisors
Ohio
$11.7M -$260K -2,722 -2%
BAAM
52
Baker Avenue Asset Management
California
$11.6M +$785K +8,209 +7%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$11M +115,406 +13,609%
REMPR
54
Roof Eidam Maycock Peralta (REMP)
California
$10.3M +$172K +1,795 +2%
UCFA
55
United Capital Financial Advisors
Texas
$10.3M +$8.34M +87,162 +424%
Jane Street
56
Jane Street
New York
$10.3M +$6.68M +69,782 +185%
LPT
57
Legacy Private Trust
Wisconsin
$10.2M +$6.92M +72,298 +208%
HighTower Advisors
58
HighTower Advisors
Illinois
$10.1M -$751K -7,863 -7%
BTS
59
BB&T Securities
Virginia
$9.83M +$1.27M +13,242 +15%
CG
60
CFO4Life Group
Texas
$9.6M +$276K +2,884 +3%
US Bancorp
61
US Bancorp
Minnesota
$9.47M +$1.01M +10,506 +12%
FA
62
Fortis Advisors
Pennsylvania
$9.35M +$1.08M +11,330 +13%
SP
63
Symmetry Partners
Connecticut
$9.15M +$2.27M +23,703 +33%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$8.63M +$1.57M +16,445 +22%
PCM
65
Peak Capital Management
Colorado
$8.33M -$1.1M -11,541 -12%
BMM
66
Berkshire Money Management
Massachusetts
$7.42M +$43K +428 +0.6%
BCM
67
Brookstone Capital Management
Illinois
$7.38M +$7.38M +77,155 New
MCWS
68
McKinley Carter Wealth Services
West Virginia
$7.28M +$236K +2,466 +3%
KSA
69
Ken Stern & Associates
California
$7.21M -$47.9K -501 -0.7%
CAN
70
Cetera Advisor Networks
California
$7.18M -$7.83M -81,821 -52%
PAG
71
Private Advisor Group
New Jersey
$6.85M +$1.87M +19,318 +38%
Stifel Financial
72
Stifel Financial
Missouri
$6.84M +$1.61M +16,832 +31%
TSS
73
Two Sigma Securities
New York
$6.28M +$6.28M +65,601 New
BRWA
74
B. Riley Wealth Advisors
Florida
$5.49M +$2.82M +29,452 +105%
DWA
75
Dorsey Wright & Associates
California
$5.33M -$181K -1,893 -3%
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