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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

142 hedge funds and large institutions have $1.55B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
3.54%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
26
Increased
59
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
KeyBank National Association
KeyBank National Association
Ohio
+$47.1M
3
BlackRock
BlackRock
New York
+$25.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$24.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$13.2M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
CCP
Cardan Capital Partners
Colorado
-$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
Morgan Stanley
Morgan Stanley
New York
-$12.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
76
Heck Capital Advisors
Wisconsin
$1.29M +$827 +10 +0.1%
UCFA
77
United Capital Financial Advisors
Texas
$1.27M +$83.6K +1,011 +7%
SPWA
78
SteelBridge Private Wealth Advisors
Florida
$1.18M – – –
TLIC
79
Thai Life Insurance Company
Thailand
$1.15M – – –
JIP
80
Jaffetilchin Investment Partners
Florida
$1.07M +$1.07M +12,962 New
DADC
81
D.A. Davidson & Co
Montana
$1.06M +$245K +2,962 +30%
WA
82
WFG Advisors
Texas
$994K -$652K -7,889 -40%
CFD
83
Creative Financial Designs
Indiana
$986K +$833K +10,075 +543%
LNC
84
Lincoln National Corp
Pennsylvania
$966K +$61.4K +743 +7%
BRWA
85
B. Riley Wealth Advisors
Florida
$929K +$51.5K +622 +6%
SFS
86
Sowell Financial Services
Arkansas
$882K -$19K -217 -2%
FAAS
87
First Allied Advisory Services
California
$832K -$418K -5,057 -33%
PAMG
88
Patton Albertson Miller Group
Tennessee
$815K -$630K -7,390 -44%
CWM
89
Concert Wealth Management
California
$815K +$815K +10,661 New
FWP
90
FAS Wealth Partners
Kansas
$770K +$30.3K +367 +4%
MIAN
91
Mariner Independent Advisor Network
Kansas
$743K +$743K +8,989 New
LFAS
92
Level Four Advisory Services
Texas
$716K -$4.46K -54 -0.6%
Brown Advisory
93
Brown Advisory
Maryland
$716K +$25.4K +308 +4%
QI
94
QS Investors
New York
$689K -$16.5M -199,799 -96%
FA
95
FDx Advisors
Illinois
$656K +$114K +1,376 +21%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$597K -$246K -2,980 -29%
PMG
97
ProVise Management Group
Florida
$541K +$57.9K +701 +12%
BHB
98
Bank Hapoalim BM
Israel
$492K -$55.7K -675 -10%
WCG
99
Wall Capital Group
Arizona
$483K +$483K +5,841 New
SG Americas Securities
100
SG Americas Securities
New York
$454K +$273K +3,303 +150%
2 3
4
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