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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
3.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
22
Increased
63
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
CFA
Carroll Financial Associates
North Carolina
+$12.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$10.2M
4
SWP
Stratos Wealth Partners
Ohio
+$8.5M
5
UBS Group
UBS Group
Switzerland
+$8.24M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$34M
2
USAA
United Services Automobile Association
Texas
-$28M
3
LPL Financial
LPL Financial
California
-$9.67M
4
Jane Street
Jane Street
New York
-$5.28M
5
LA
LVW Advisors
New York
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
76
Ronald Blue & Co
Georgia
$979K +$533K +6,978 +120%
VWA
77
V Wealth Advisors
Kansas
$933K -$425K -5,573 -31%
PAM
78
Peak Asset Management
Colorado
$918K +$5.35K +70 +0.6%
Lido Advisors
79
Lido Advisors
California
$910K +$910K +11,914 New
SAM
80
Shamrock Asset Management
Texas
$855K +$661K +8,651 +341%
SCA
81
Snowden Capital Advisors
New York
$785K +$500K +6,550 +176%
JIP
82
Jaffetilchin Investment Partners
Florida
$709K +$114K +1,485 +19%
BFPW
83
BOK Financial Private Wealth
Colorado
$686K +$686K +8,974 New
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$685K -$541K -7,070 -44%
CA
85
Cetera Advisors
Colorado
$657K +$154K +2,006 +31%
Brown Advisory
86
Brown Advisory
Maryland
$639K – – –
ASN
87
Advisory Services Network
Georgia
$601K -$82.6K -1,081 -12%
BRWA
88
B. Riley Wealth Advisors
Florida
$590K +$192K +2,507 +48%
NPC
89
National Planning Corporation
California
$581K -$1.95M -24,895 -77%
LNC
90
Lincoln National Corp
Pennsylvania
$554K +$220K +2,877 +66%
IHL
91
Investment House LLC
California
$552K +$552K +7,220 New
FAAS
92
First Allied Advisory Services
California
$501K +$39.2K +512 +8%
FWP
93
FAS Wealth Partners
Kansas
$479K +$479K +6,264 New
REMPR
94
Roof Eidam Maycock Peralta (REMP)
California
$432K -$382 -5 -0.1%
SPWA
95
SteelBridge Private Wealth Advisors
Florida
$429K -$783K -10,040 -65%
SG
96
Societe Generale
$421K +$421K +5,512 New
SG Americas Securities
97
SG Americas Securities
New York
$421K +$421K +5,512 New
ICAS
98
Investors Capital Advisory Services
Massachusetts
$398K -$40.5K -531 -9%
PMG
99
ProVise Management Group
Florida
$385K -$251K -3,280 -39%
PAMG
100
Patton Albertson Miller Group
Tennessee
$379K +$379K +4,960 New
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