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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$42M
2
LPL Financial
LPL Financial
California
$85.7M
3
KeyBank National Association
KeyBank National Association
Ohio
$171M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
QA
Quantitative Advantage
Minnesota
$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$49.3M
2
QI
QS Investors
New York
$38.3M
3
Goldman Sachs
Goldman Sachs
New York
$5.44M
4
Jane Street
Jane Street
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthSource Partners
California
$3.54M +$177K +1,719 +5%
MIFH
102
Migdal Insurance & Financial Holdings
Israel
$3.49M +$2.36M +22,927 +209%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$3.46M -$131K -1,271 -4%
FA
104
FDx Advisors
Illinois
$3.29M -$44.3K -430 -1%
MTB
105
Mizuho Trust & Banking
Japan
$3.09M +$3.09M +30,000 New
APA
106
American Portfolios Advisors
New York
$2.91M +$2.91M +28,195 New
HH
107
Hilltop Holdings
Texas
$2.9M -$1.88M -18,217 -39%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$2.85M +$208K +2,012 +8%
BFG
109
Barber Financial Group
Kansas
$2.83M +$2.83M +27,460 New
WMSA
110
Weiss Multi-Strategy Advisers
New York
$2.74M +$2.74M +26,535 New
AFNAS
111
American Financial Network Advisory Services
California
$2.7M +$57.2K +555 +2%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$2.63M -$118K -1,147 -4%
ASN
113
Advisory Services Network
Georgia
$2.51M +$1.92M +18,643 +329%
FLA
114
Financial Life Advisors
Texas
$2.42M +$2.42M +23,447 New
SIA
115
Spruce Investment Advisors
Connecticut
$2.37M -$314K -3,043 -12%
CA
116
Cetera Advisors
Colorado
$2.34M +$262K +2,540 +13%
SPI
117
Santori & Peters Inc
Pennsylvania
$2.25M +$2.25M +21,620 New
CAG
118
Csenge Advisory Group
Florida
$2.21M +$61.4K +595 +3%
PMG
119
ProVise Management Group
Florida
$2.19M -$91.7K -889 -4%
CIM
120
Cambria Investment Management
California
$2.17M -$315K -3,057 -13%
PCM
121
Penserra Capital Management
California
$2.02M +$2.02M +19,551 New
GT
122
Glenview Trust
Kentucky
$2M +$1.68M +16,293 +532%
EWF
123
Epstein & White Financial
California
$1.97M +$1.97M +18,123 New
CCB
124
Cutter & Co Brokerage
Missouri
$1.96M +$277K +2,685 +16%
FMBTD
125
First Midwest Bank Trust Division
Illinois
$1.95M +$1.95M +18,893 New
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5
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