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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
76
AJ Wealth Strategies
New York
$4.87M +$453K +4,731 +10%
SG Americas Securities
77
SG Americas Securities
New York
$4.78M +$4.78M +50,000 New
Lido Advisors
78
Lido Advisors
California
$4.49M +$961K +9,566 +27%
PWAG
79
Polaris Wealth Advisory Group
California
$4.47M +$428K +4,473 +11%
HH
80
Hilltop Holdings
Texas
$4.43M +$1.74M +18,217 +65%
LNC
81
Lincoln National Corp
Pennsylvania
$4M -$2.68K -28 -0.1%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$3.33M -$59.1K -618 -2%
FAAS
83
First Allied Advisory Services
California
$3.16M +$1.01M +10,559 +47%
WP
84
WealthSource Partners
California
$3.12M -$416K -4,350 -12%
FA
85
FDx Advisors
Illinois
$3.09M +$1.39M +14,503 +81%
IA
86
IFP Advisors
Florida
$2.84M -$427K -4,462 -13%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.7M +$755K +7,898 +39%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.6M +$371K +3,879 +17%
NPC
89
National Planning Corporation
California
$2.53M +$1.81M +18,962 +254%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$2.53M +$2.41M +25,346 +2,028%
SIA
91
Spruce Investment Advisors
Connecticut
$2.49M -$119K -1,240 -5%
SPC
92
Sigma Planning Corp
Michigan
$2.46M +$359K +3,755 +17%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.46M +$2.46M +25,659 New
AFNAS
94
American Financial Network Advisory Services
California
$2.45M +$2.45M +25,587 New
NSLI
95
Nan Shan Life Insurance
Taiwan
$2.39M +$2.39M +25,000 New
CIM
96
Cambria Investment Management
California
$2.31M +$140K +1,462 +6%
VC
97
Vicus Capital
Pennsylvania
$2.14M -$87.4K -914 -4%
PMG
98
ProVise Management Group
Florida
$2.12M +$1.43M +14,982 +210%
CAG
99
Csenge Advisory Group
Florida
$1.99M +$1.99M +20,827 New
CA
100
Cetera Advisors
Colorado
$1.93M +$236K +2,460 +14%
2 3
4
5 6