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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
CFO4Life Group
Texas
$10.9M +$117K +1,104 +1%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$10.6M +$6.83M +64,533 +181%
Stifel Financial
78
Stifel Financial
Missouri
$10.3M +$1.74M +16,372 +20%
REMPR
79
Roof Eidam Maycock Peralta (REMP)
California
$9.78M -$1.87M -17,700 -16%
EIA
80
Eldridge Investment Advisors
New Hampshire
$9.65M +$86.7K +819 +0.9%
KP
81
Keel Point
Alabama
$9.24M +$9.24M +87,222 New
FWM
82
Focused Wealth Management
New York
$9.15M +$9.15M +86,375 New
DLIC
83
Daido Life Insurance Company
Japan
$8.96M +$8.96M +84,623 New
PAG
84
Private Advisor Group
New Jersey
$8.95M +$2.29M +21,652 +34%
MCWS
85
McKinley Carter Wealth Services
West Virginia
$8.57M +$89K +840 +1%
WP
86
WealthSource Partners
California
$8.52M +$4.89M +46,146 +135%
PCM
87
Peak Capital Management
Colorado
$8.4M -$604K -5,706 -7%
Goldman Sachs
88
Goldman Sachs
New York
$7.98M +$2.4M +22,665 +43%
ASN
89
Advisory Services Network
Georgia
$7.86M +$5.29M +49,905 +205%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$7.79M +$3.73M +35,263 +92%
JWM
91
Jackson Wealth Management
Florida
$7.64M -$285K -2,716 -4%
AWS
92
AJ Wealth Strategies
New York
$7.52M +$922K +8,709 +14%
MTB
93
Mizuho Trust & Banking
Japan
$7.41M +$4.24M +40,000 +133%
BMM
94
Berkshire Money Management
Massachusetts
$7.4M -$450K -4,248 -6%
KSA
95
Ken Stern & Associates
California
$7.32M -$245K -2,312 -3%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$7.08M +$4.39M +41,429 +163%
BCM
97
Barometer Capital Management
Ontario, Canada
$7.04M +$7.04M +66,500 New
SPC
98
Sigma Planning Corp
Michigan
$6.85M +$2.84M +26,776 +71%
SMG
99
Smart Money Group
Texas
$6.63M +$888K +8,388 +15%
BRWA
100
B. Riley Wealth Advisors
Florida
$6.56M +$100K +946 +2%
2 3
4
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