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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$6.45M +$3.52M +33,223 +120%
MIFH
102
Migdal Insurance & Financial Holdings
Israel
$6.36M +$2.77M +26,167 +77%
FMBTD
103
First Midwest Bank Trust Division
Illinois
$6.09M +$4.09M +38,599 +204%
CF
104
Centaurus Financial
California
$6.04M +$2.14M +20,247 +55%
DWA
105
Dorsey Wright & Associates
California
$5.77M -$163K -1,539 -3%
QAM
106
Q3 Asset Management
Michigan
$5.51M +$5.51M +51,979 New
FTIOP
107
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.34M +$904K +8,534 +20%
FAIM
108
Financial Advocates Investment Management
Washington
$5.31M +$1.32M +12,508 +33%
Lido Advisors
109
Lido Advisors
California
$5.3M +$393K +3,713 +8%
Jane Street
110
Jane Street
New York
$5.24M +$5.24M +49,510 New
VC
111
Vicus Capital
Pennsylvania
$5.06M -$239K -2,254 -5%
BFG
112
Beacon Financial Group
Texas
$4.86M +$4.86M +45,906 New
RA
113
RFG Advisory
Alabama
$4.64M +$4.64M +43,841 New
CS
114
Credit Suisse
Switzerland
$4.6M +$2.61M +24,687 +132%
FAAS
115
First Allied Advisory Services
California
$4.52M +$849K +8,017 +23%
MBT
116
Montecito Bank & Trust
California
$4.46M +$4.46M +42,074 New
LNC
117
Lincoln National Corp
Pennsylvania
$4.39M -$4.55M -42,978 -51%
LMIM
118
Lockheed Martin Investment Management
Maryland
$4.27M +$2.86M +27,000 +203%
BFG
119
Barber Financial Group
Kansas
$4.19M +$1.28M +12,129 +44%
PWAG
120
Polaris Wealth Advisory Group
California
$4.17M -$626K -5,906 -13%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$4.16M +$3.55M +33,534 +584%
ACA
122
Atlas Capital Advisors
Wyoming
$4.15M +$4.15M +39,182 New
DWM
123
Darwin Wealth Management
Florida
$4.14M +$2.89M +27,246 +230%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.03M +$247K +2,336 +7%
FHA
125
Flagship Harbor Advisors
Massachusetts
$3.79M +$3.36M +32,799 +787%
3 4
5
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