MTUM icon

iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
IH
101
IFC Holdings
Florida
$1.81M +$1.81M +19,058 New
SI
102
SII Investments
Wisconsin
$1.73M +$1.44M +15,032 +496%
GFPC
103
Global Financial Private Capital
Florida
$1.73M +$1.73M +18,050 New
ICOA
104
Investment Centers of America
North Dakota
$1.64M +$1.64M +17,148 New
JIP
105
Jaffetilchin Investment Partners
Florida
$1.56M +$1.05M +10,997 +207%
CCB
106
Cutter & Co Brokerage
Missouri
$1.56M -$145K -1,518 -9%
DADC
107
D.A. Davidson & Co
Montana
$1.51M +$41.9K +438 +3%
WC
108
Wexford Capital
Florida
$1.43M -$767K -8,014 -35%
SCA
109
Snowden Capital Advisors
New York
$1.41M +$1.41M +14,731 New
TLIC
110
Thai Life Insurance Company
Thailand
$1.33M – – –
CFD
111
Creative Financial Designs
Indiana
$1.29M +$42.1K +440 +3%
LMIM
112
Lockheed Martin Investment Management
Maryland
$1.28M -$6.84M -71,449 -84%
PP
113
PagnatoKarp Partners
Virginia
$1.21M -$87.7K -917 -7%
MSAM
114
Moloney Securities Asset Management
Missouri
$1.15M +$832K +8,695 +266%
HCA
115
Heck Capital Advisors
Wisconsin
$1.11M -$40.2K -420 -3%
PAMG
116
Patton Albertson Miller Group
Tennessee
$1.1M +$272K +2,801 +33%
GCMG
117
Gyroscope Capital Management Group
Florida
$1.09M +$1.09M +11,382 New
NFG
118
NewFocus Financial Group
Washington
$1.05M -$3.43M -35,856 -77%
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$1.05M +$1.04M +10,904 +23,200%
NA
120
NewEdge Advisors
Louisiana
$990K +$526K +5,423 +113%
CS
121
Comerica Securities
Michigan
$983K +$983K +10,269 New
Wolverine Trading
122
Wolverine Trading
Illinois
$975K +$975K +10,194 New
MIAN
123
Mariner Independent Advisor Network
Kansas
$962K -$1.02M -10,657 -51%
MC
124
Moors & Cabot
Massachusetts
$917K +$917K +9,613 New
WCG
125
Wall Capital Group
Arizona
$853K +$812K +8,491 +2,003%
3 4
5
6 7