MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
4.12%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.6%
New
34
Increased
83
Reduced
30
Closed
10
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$213K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$54.1M
3
FIG
FundX Investment Group
California
$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
$37.8M
5
QI
QS Investors
New York
$33.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403K
2
CFGF
Compass Financial Group (Florida)
Florida
$0
3
LPL Financial
LPL Financial
California
$26.7M
4
MCM
Moore Capital Management
New York
$0
5
Jane Street
Jane Street
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$2.64M +$2.64M +29,733 New
HH
77
Hilltop Holdings
Texas
$2.5M – – –
BRWA
78
B. Riley Wealth Advisors
Florida
$2.49M +$1.49M +16,740 +149%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$2.44M +$982K +11,047 +67%
SIA
80
Spruce Investment Advisors
Connecticut
$2.43M -$280K -3,145 -10%
SG
81
StoneX Group
New York
$2.26M +$2.26M +25,378 New
VC
82
Vicus Capital
Pennsylvania
$2.07M -$1.41M -15,823 -40%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$2M +22,477 +2,778%
WC
84
Wexford Capital
Florida
$2.04M +$404K +4,546 +25%
CIM
85
Cambria Investment Management
California
$2.01M +$260K +2,924 +15%
FAAS
86
First Allied Advisory Services
California
$1.99M +$1.1M +12,395 +123%
SPC
87
Sigma Planning Corp
Michigan
$1.95M +$46K +517 +2%
MIAN
88
Mariner Independent Advisor Network
Kansas
$1.84M +$1.04M +11,720 +130%
UCFA
89
United Capital Financial Advisors
Texas
$1.83M +$459K +5,163 +34%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.81M +$1.81M +20,329 New
WA
91
WFG Advisors
Texas
$1.8M +$727K +8,181 +68%
FA
92
FDx Advisors
Illinois
$1.58M +$878K +9,878 +124%
CCB
93
Cutter & Co Brokerage
Missouri
$1.58M +$1.58M +17,799 New
CA
94
Cetera Advisors
Colorado
$1.57M +$166K +1,872 +12%
DADC
95
D.A. Davidson & Co
Montana
$1.36M +$217K +2,443 +19%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$1.32M +$1.32M +14,818 New
SPWA
97
SteelBridge Private Wealth Advisors
Florida
$1.27M – – –
TLIC
98
Thai Life Insurance Company
Thailand
$1.24M – – –
PP
99
PagnatoKarp Partners
Virginia
$1.21M -$201K -2,258 -14%
CFD
100
Creative Financial Designs
Indiana
$1.16M +$101K +1,137 +10%
2 3
4
5 6