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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

105 hedge funds and large institutions have $938M invested in iShares MSCI USA Momentum Factor ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.8%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
20
Increased
51
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$36.6M
2
WDL
Well Done LLC
Michigan
+$33.1M
3
FIG
FundX Investment Group
California
+$28.4M
4
UBS Group
UBS Group
Switzerland
+$22.6M
5
Ameriprise
Ameriprise
Minnesota
+$18.5M

Top Sellers

1
QI
QS Investors
New York
-$30.9M
2
ASRS
Arizona State Retirement System
Arizona
-$28.3M
3
US Bancorp
US Bancorp
Minnesota
-$23.2M
4
USAA
United Services Automobile Association
Texas
-$16.8M
5
Morgan Stanley
Morgan Stanley
New York
-$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
76
ProVise Management Group
Florida
$608K -$216K -2,950 -26%
JIP
77
Jaffetilchin Investment Partners
Florida
$569K +$130K +1,778 +30%
CCFCSB
78
Cape Cod Five Cents Savings Bank
Massachusetts
$519K +$62.9K +860 +14%
CA
79
Cetera Advisors
Colorado
$479K +$27.7K +379 +6%
BIM
80
BlackRock Investment Management
Delaware
$473K +$204K +2,794 +76%
LPT
81
Legacy Private Trust
Wisconsin
$443K +$443K +6,060 New
FAAS
82
First Allied Advisory Services
California
$440K -$39.7K -545 -8%
SHA
83
Smith Hayes Advisers
Nebraska
$427K +$198K +2,708 +87%
RBC
84
Ronald Blue & Co
Georgia
$427K +$427K +5,837 New
ICAS
85
Investors Capital Advisory Services
Massachusetts
$419K – – –
REMPR
86
Roof Eidam Maycock Peralta (REMP)
California
$413K +$62.1K +850 +18%
BRWA
87
B. Riley Wealth Advisors
Florida
$381K +$148K +2,030 +64%
BHB
88
Bank Hapoalim BM
Israel
$323K – – –
LNC
89
Lincoln National Corp
Pennsylvania
$320K +$320K +4,372 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$319K -$485K -6,627 -60%
ATC
91
Argent Trust Co
Tennessee
$281K +$281K +3,844 New
SCA
92
Snowden Capital Advisors
New York
$273K +$273K +3,730 New
TCM
93
Tuttle Capital Management
Connecticut
$261K +$4.44K +60 +2%
KSA
94
Ken Stern & Associates
California
$244K +$244K +3,337 New
NFG
95
Noven Financial Group
Colorado
$233K – – –
SAM
96
Shamrock Asset Management
Texas
$185K +$185K +2,537 New
JGIA
97
Jackson Grant Investment Advisers
Connecticut
$119K – – –
GWM
98
Geneos Wealth Management
Colorado
$86K +$86K +1,175 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$26K +$16K +215 +159%
NR
100
Newfound Research
Massachusetts
$16K -$9.35K -125 -37%
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