MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Arrow Investment Advisors
Maryland
$21.5M -$556K -5,245 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$20.1M -$6.49M -61,263 -24%
OC
53
Oppenheimer & Co
New York
$19.8M +$3.49M +32,990 +21%
NSLI
54
Nan Shan Life Insurance
Taiwan
$19.4M +$19.4M +183,192 New
SWP
55
Stratos Wealth Partners
Ohio
$19.3M +$713K +6,728 +4%
CCP
56
Cardan Capital Partners
Colorado
$18.8M +$1.08M +10,196 +6%
SFA
57
Stewardship Financial Advisors
Georgia
$18.3M +$4.01M +37,856 +28%
ACA
58
Ackerman Capital Advisors
Texas
$18.1M +$5M +48,530 +38%
FFS
59
Founders Financial Securities
Maryland
$18M +$18M +170,213 New
TC
60
Trilogy Capital
California
$17.8M +$2.06M +19,455 +13%
BCM
61
Brookstone Capital Management
Illinois
$17.7M +$7.43M +70,111 +72%
SIM
62
Sigma Investment Management
Oregon
$15.2M -$236K -2,230 -2%
BTS
63
BB&T Securities
Virginia
$14.8M +$2.24M +21,147 +18%
CCA
64
Cobblestone Capital Advisors
New York
$14.6M +$591K +5,581 +4%
FA
65
Fortis Advisors
Pennsylvania
$14M +$2.77M +26,130 +25%
BAAM
66
Baker Avenue Asset Management
California
$13.9M +$962K +9,079 +7%
LPT
67
Legacy Private Trust
Wisconsin
$13.8M +$2.93M +27,703 +27%
SP
68
Symmetry Partners
Connecticut
$13.3M +$1.84M +17,386 +16%
HH
69
Hilltop Holdings
Texas
$13.2M +$10.3M +96,897 +344%
US Bancorp
70
US Bancorp
Minnesota
$13.1M +$2.08M +19,647 +19%
SWMG
71
Sanchez Wealth Management Group
Florida
$12.9M +$7.99M +77,916 +165%
EC
72
Estate Counselors
Wisconsin
$12.4M -$1.48M -13,990 -11%
SAM
73
Stringer Asset Management
Tennessee
$12.1M -$1.11M -10,496 -8%
HighTower Advisors
74
HighTower Advisors
Illinois
$11.3M +$124K +1,170 +1%
UCFA
75
United Capital Financial Advisors
Texas
$11M -$806K -7,608 -7%
1 2
3
4 5