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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$42M
2
LPL Financial
LPL Financial
California
$85.7M
3
KeyBank National Association
KeyBank National Association
Ohio
$171M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
QA
Quantitative Advantage
Minnesota
$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$49.3M
2
QI
QS Investors
New York
$38.3M
3
Goldman Sachs
Goldman Sachs
New York
$5.44M
4
Jane Street
Jane Street
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$15.4M +$15.4M +148,987 New
SIM
52
Sigma Investment Management
Oregon
$15.1M -$98.3K -953 -0.6%
SFA
53
Stewardship Financial Advisors
Georgia
$13.9M +$326K +3,163 +2%
CCA
54
Cobblestone Capital Advisors
New York
$13.6M +$395K +3,835 +3%
EC
55
Estate Counselors
Wisconsin
$13.5M -$1.92M -18,580 -12%
SAM
56
Stringer Asset Management
Tennessee
$12.9M +$12.9M +124,811 New
BAAM
57
Baker Avenue Asset Management
California
$12.6M +$82.3K +798 +0.7%
BTS
58
BB&T Securities
Virginia
$12.2M +$1.61M +15,579 +15%
TWA
59
Tillar-Wenstrup Advisors
Ohio
$12.2M -$410K -3,980 -3%
ACA
60
Ackerman Capital Advisors
Texas
$12.1M +$12.1M +126,503 New
UCFA
61
United Capital Financial Advisors
Texas
$11.5M +$420K +4,074 +4%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$11.3M +$209K +2,030 +2%
SP
63
Symmetry Partners
Connecticut
$11.1M +$1.28M +12,393 +13%
HighTower Advisors
64
HighTower Advisors
Illinois
$10.9M +$56.3K +546 +0.5%
FA
65
Fortis Advisors
Pennsylvania
$10.9M +$834K +8,091 +8%
US Bancorp
66
US Bancorp
Minnesota
$10.7M +$536K +5,197 +5%
LPT
67
Legacy Private Trust
Wisconsin
$10.6M -$406K -3,934 -4%
CG
68
CFO4Life Group
Texas
$10.5M +$151K +1,468 +1%
BCM
69
Brookstone Capital Management
Illinois
$10M +$2.05M +19,914 +26%
EIA
70
Eldridge Investment Advisors
New Hampshire
$9.36M +$9.36M +90,283 New
LNC
71
Lincoln National Corp
Pennsylvania
$8.71M +$4.4M +42,659 +102%
Stifel Financial
72
Stifel Financial
Missouri
$8.36M +$990K +9,585 +13%
CAN
73
Cetera Advisor Networks
California
$8.36M +$613K +5,939 +8%
MCWS
74
McKinley Carter Wealth Services
West Virginia
$8.26M +$418K +4,053 +5%
PCM
75
Peak Capital Management
Colorado
$8.14M -$191K -1,995 -2%
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