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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

142 hedge funds and large institutions have $1.55B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
3.54%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
26
Increased
59
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
KeyBank National Association
KeyBank National Association
Ohio
+$47.1M
3
BlackRock
BlackRock
New York
+$25.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$24.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$13.2M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
CCP
Cardan Capital Partners
Colorado
-$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
Morgan Stanley
Morgan Stanley
New York
-$12.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
101
Peak Asset Management
Colorado
$440K -$140K -1,690 -24%
VKH
102
Virtu KCG Holdings
New York
$423K +$423K +5,115 New
ATC
103
Argent Trust Co
Tennessee
$420K -$14.2K -172 -3%
BFPW
104
BOK Financial Private Wealth
Colorado
$420K – – –
TCM
105
Tuttle Capital Management
Connecticut
$395K -$720K -8,715 -65%
Millennium Management
106
Millennium Management
New York
$368K +$368K +4,447 New
IA
107
IFP Advisors
Florida
$354K +$115K +1,391 +48%
GWM
108
Geneos Wealth Management
Colorado
$344K -$70.2K -850 -17%
VWA
109
V Wealth Advisors
Kansas
$286K -$1.37M -16,535 -83%
WB
110
Webster Bank
Connecticut
$272K – – –
NFG
111
Noven Financial Group
Colorado
$263K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$259K +$92.2K +1,115 +55%
NPC
113
National Planning Corporation
California
$255K +$255K +3,085 New
SI
114
SII Investments
Wisconsin
$244K -$95.8K -1,171 -28%
Citadel Advisors
115
Citadel Advisors
Florida
$242K – – –
MHS
116
M Holdings Securities
Oregon
$219K +$219K +2,647 New
IAA
117
Independent Advisor Alliance
North Carolina
$214K +$214K +2,590 New
PAI
118
Pittenger & Anderson Inc
Nebraska
$213K +$127K +1,540 +149%
PA
119
Parallel Advisors
California
$181K +$181K +2,136 New
ASN
120
Advisory Services Network
Georgia
$169K +$169K +2,044 New
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$143K -$3.58M -43,266 -96%
TRCT
122
Tower Research Capital (TRC)
New York
$133K -$223K -2,704 -63%
JGIA
123
Jackson Grant Investment Advisers
Connecticut
$108K +$579 +7 +0.5%
Barclays
124
Barclays
United Kingdom
$83K – – –
GT
125
Glenmede Trust
Pennsylvania
$81K +$81K +987 New
3 4
5
6 7