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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$42M
2
LPL Financial
LPL Financial
California
$85.7M
3
KeyBank National Association
KeyBank National Association
Ohio
$171M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
QA
Quantitative Advantage
Minnesota
$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$49.3M
2
QI
QS Investors
New York
$38.3M
3
Goldman Sachs
Goldman Sachs
New York
$5.44M
4
Jane Street
Jane Street
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
76
Jackson Wealth Management
Florida
$8.11M +$8.11M +75,488 New
BMM
77
Berkshire Money Management
Massachusetts
$7.64M +$24.6K +239 +0.3%
KSA
78
Ken Stern & Associates
California
$7.36M -$407K -3,949 -5%
PAG
79
Private Advisor Group
New Jersey
$6.66M -$833K -7,859 -11%
AWS
80
AJ Wealth Strategies
New York
$6.42M +$1.18M +11,404 +22%
BRWA
81
B. Riley Wealth Advisors
Florida
$6.29M +$370K +3,588 +6%
DWA
82
Dorsey Wright & Associates
California
$5.78M +$26.7K +259 +0.5%
SMG
83
Smart Money Group
Texas
$5.6M +$5.6M +54,225 New
Goldman Sachs
84
Goldman Sachs
New York
$5.44M -$11.6M -112,155 -68%
XS
85
XR Securities
Illinois
$5.24M +$5.24M +50,799 New
VC
86
Vicus Capital
Pennsylvania
$5.16M +$2.85M +27,683 +124%
TH
87
Timber Hill
Connecticut
$5.14M +$5.14M +49,866 New
SWMG
88
Sanchez Wealth Management Group
Florida
$5.07M +$5.07M +47,363 New
Lido Advisors
89
Lido Advisors
California
$4.78M +$173K +1,680 +4%
PWAG
90
Polaris Wealth Advisory Group
California
$4.67M -$153K -1,488 -3%
FTIOP
91
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.32M +$4.32M +41,856 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$3.95M +$3.46M +33,564 +705%
SPC
93
Sigma Planning Corp
Michigan
$3.91M +$1.26M +12,212 +48%
FAIM
94
Financial Advocates Investment Management
Washington
$3.88M +$3.88M +37,603 New
CF
95
Centaurus Financial
California
$3.79M +$3.79M +36,776 New
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$3.69M +$775K +7,510 +27%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.68M +$883K +8,559 +32%
IA
98
IFP Advisors
Florida
$3.65M +$593K +5,749 +19%
FAAS
99
First Allied Advisory Services
California
$3.58M +$170K +1,650 +5%
PCM
100
Price Capital Management
Louisiana
$3.54M +$3.54M +34,332 New
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4
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