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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
3.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
22
Increased
63
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.2M
2
CFA
Carroll Financial Associates
North Carolina
+$12.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$10.2M
4
SWP
Stratos Wealth Partners
Ohio
+$8.5M
5
UBS Group
UBS Group
Switzerland
+$8.24M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$34M
2
USAA
United Services Automobile Association
Texas
-$28M
3
LPL Financial
LPL Financial
California
-$9.67M
4
Jane Street
Jane Street
New York
-$5.28M
5
LA
LVW Advisors
New York
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
101
VSR Financial Services
Kansas
$340K +$340K +4,453 New
BHB
102
Bank Hapoalim BM
Israel
$338K – – –
HWP
103
Hefty Wealth Partners
Indiana
$337K -$673K -8,825 -67%
CCFCSB
104
Cape Cod Five Cents Savings Bank
Massachusetts
$326K -$216K -2,825 -40%
ATC
105
Argent Trust Co
Tennessee
$310K +$16.1K +210 +5%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$253K +$253K +3,241 New
NFG
107
Noven Financial Group
Colorado
$243K – – –
IA
108
IFP Advisors
Florida
$189K -$238K -3,116 -56%
GWM
109
Geneos Wealth Management
Colorado
$130K +$40.2K +526 +45%
JGIA
110
Jackson Grant Investment Advisers
Connecticut
$125K +$687 +9 +0.6%
Creative Planning
111
Creative Planning
Kansas
$113K +$113K +1,482 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$98K +$71.3K +934 +267%
Barclays
113
Barclays
United Kingdom
$76K +$76K +1,000 New
Citigroup
114
Citigroup
New York
$36K +$35K +462 +3,554%
NR
115
Newfound Research
Massachusetts
$27K +$10.8K +143 +67%
ACM
116
Argentus Capital Management
Texas
$7K +$787 +10 +13%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1K +15 New
WP
118
WealthPLAN Partners
Nebraska
$12 +$12 +156 New
LA
119
LVW Advisors
New York
– -$5.15M -70,445 Closed
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
– -$3.57M -48,763 Closed
AIG
121
American International Group
New York
– -$3.3M -45,198 Closed
TRCT
122
Tower Research Capital (TRC)
New York
– -$1.07M -14,642 Closed
MIAN
123
Mariner Independent Advisor Network
Kansas
– -$877K -11,986 Closed
QI
124
QS Investors
New York
– -$642K -8,787 Closed
AssetMark Inc
125
AssetMark Inc
California
– -$8K -106 Closed
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