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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
4.12%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.6%
New
34
Increased
83
Reduced
30
Closed
10
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$213K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$54.1M
3
FIG
FundX Investment Group
California
$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
$37.8M
5
QI
QS Investors
New York
$33.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403K
2
CFGF
Compass Financial Group (Florida)
Florida
$0
3
LPL Financial
LPL Financial
California
$26.7M
4
MCM
Moore Capital Management
New York
$0
5
Jane Street
Jane Street
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
101
Heck Capital Advisors
Wisconsin
$1.07M -$324K -3,642 -23%
TCM
102
Tuttle Capital Management
Connecticut
$928K +$503K +5,656 +118%
FWP
103
FAS Wealth Partners
Kansas
$841K +$12.8K +144 +2%
PAMG
104
Patton Albertson Miller Group
Tennessee
$789K -$92.4K -1,002 -10%
NFG
105
Next Financial Group
Texas
$778K +$778K +8,753 New
GWM
106
Geneos Wealth Management
Colorado
$768K +$398K +4,482 +108%
Brown Advisory
107
Brown Advisory
Maryland
$743K -$27.4K -308 -4%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$731K +$88.6K +997 +14%
LFAS
109
Level Four Advisory Services
Texas
$716K – – –
NPC
110
National Planning Corporation
California
$665K +$391K +4,392 +142%
PMG
111
ProVise Management Group
Florida
$634K +$51.6K +580 +9%
PAG
112
Private Advisory Group
Washington
$588K -$948K -10,670 -62%
WF
113
Welch & Forbes
Massachusetts
$480K +$480K +5,400 New
JIP
114
Jaffetilchin Investment Partners
Florida
$473K -$680K -7,646 -59%
PAM
115
Peak Asset Management
Colorado
$471K -$1.96K -22 -0.4%
VKH
116
Virtu KCG Holdings
New York
$466K +$11.8K +133 +3%
SEI Investments
117
SEI Investments
Pennsylvania
$460K +$460K +5,174 +517,400%
BFPW
118
BOK Financial Private Wealth
Colorado
$452K – – –
ATC
119
Argent Trust Co
Tennessee
$449K -$2.22K -25 -0.5%
NA
120
NewEdge Advisors
Louisiana
$433K +$433K +4,790 New
BHB
121
Bank Hapoalim BM
Israel
$426K -$103K -1,160 -19%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$403K -$305M -3,438,653 -100%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$390K +$390K +4,383 New
PAI
124
Pittenger & Anderson Inc
Nebraska
$354K +$125K +1,410 +55%
SFS
125
Sowell Financial Services
Arkansas
$331K -$603K -6,496 -65%
3 4
5
6 7