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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

134 hedge funds and large institutions have $1.22B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
3.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
27
Increased
72
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$76.8M
2
Stifel Financial
Stifel Financial
Missouri
+$34.5M
3
DT
Diversified Trust
Tennessee
+$32.3M
4
UBS Group
UBS Group
Switzerland
+$23M
5
BA
BlackRock Advisors
Delaware
+$18.2M

Top Sellers

1
ASRS
Arizona State Retirement System
Arizona
-$124M
2
FIG
FundX Investment Group
California
-$29.4M
3
Jane Street
Jane Street
New York
-$5.83M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$5.14M
5
TCM
Tuttle Capital Management
Connecticut
-$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
76
WFG Advisors
Texas
$1.45M +$1.45M +18,726 New
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$1.35M +$1.35M +17,497 New
CIM
78
Cambria Investment Management
California
$1.3M +$56.6K +731 +5%
PAMG
79
Patton Albertson Miller Group
Tennessee
$1.3M +$915K +11,832 +239%
UCFA
80
United Capital Financial Advisors
Texas
$1.18M -$3.67M -47,505 -76%
MIAN
81
Mariner Independent Advisor Network
Kansas
$1.15M +$1.15M +14,865 New
Lido Advisors
82
Lido Advisors
California
$1.09M +$164K +2,120 +18%
MYLI
83
Meiji Yasuda Life Insurance
Japan
$1.08M +$1.08M +13,900 New
SCA
84
Snowden Capital Advisors
New York
$1.07M +$272K +3,518 +34%
CA
85
Cetera Advisors
Colorado
$1.04M +$373K +4,814 +56%
HWP
86
Hefty Wealth Partners
Indiana
$1.03M +$689K +8,907 +201%
CWM
87
Concert Wealth Management
California
$1.03M +$1.03M +13,263 New
SAM
88
Shamrock Asset Management
Texas
$1.02M +$156K +2,018 +18%
DC
89
Davenport & Co
Virginia
$937K +$937K +12,105 New
PAM
90
Peak Asset Management
Colorado
$882K -$48.3K -624 -5%
EC
91
Estate Counselors
Wisconsin
$876K -$1.26M -16,220 -59%
TCM
92
Tuttle Capital Management
Connecticut
$874K -$4.33M -55,960 -83%
REMPR
93
Roof Eidam Maycock Peralta (REMP)
California
$752K +$315K +4,065 +72%
TRCT
94
Tower Research Capital (TRC)
New York
$747K +$747K +9,653 New
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$693K – – –
BFPW
96
BOK Financial Private Wealth
Colorado
$679K -$15.8K -204 -2%
LNC
97
Lincoln National Corp
Pennsylvania
$670K +$109K +1,409 +19%
TH
98
Timber Hill
Connecticut
$655K +$655K +8,472 New
BRWA
99
B. Riley Wealth Advisors
Florida
$653K +$56K +724 +9%
Brown Advisory
100
Brown Advisory
Maryland
$647K – – –
2 3
4
5 6