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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 %
HWP
126
Hefty Wealth Partners
Indiana
$75K -$267K -3,262 -78%
SBL
127
Sargent Bickham Lagudis
Colorado
$75K +$75K +910 New
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67K -$752K -9,086 -92%
HFM
129
Hartford Financial Management
Connecticut
$58K +$58K +710 New
AIM
130
Advantage Investment Management
Iowa
$54K +$8.27K +100 +18%
YWP
131
YorkBridge Wealth Partners
New York
$51K – – –
PB
132
Pinnacle Bancorp
Nebraska
$49K +$49K +594 New
Citigroup
133
Citigroup
New York
$39K – – –
CAL
134
Capital Advisors Ltd
Ohio
$28K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.3M -53,195 -100%
NR
136
Newfound Research
Massachusetts
$14K -$32.5K -381 -70%
Creative Planning
137
Creative Planning
Kansas
$11K – – –
RWA
138
Ropes Wealth Advisors
Massachusetts
$9K +$9K +114 New
GRP
139
Global Retirement Partners
California
$4K +$4K +46 New
HS
140
Horan Securities
United States
$4K +$4K +51 New
CCP
141
Cardan Capital Partners
Colorado
– -$15.1M -199,138 Closed
PAS
142
Park Avenue Securities
New York
– -$5.65M -74,317 Closed
BOH
143
Bank of Hawaii
Hawaii
– -$5.53M -72,853 Closed
MFS
144
Madrona Financial Services
Washington
– -$4.42M -58,239 Closed
BCM
145
Brookstone Capital Management
Illinois
– -$2.66M -35,047 Closed
SCA
146
Snowden Capital Advisors
New York
– -$1.13M -14,864 Closed
RBC
147
Ronald Blue & Co
Georgia
– -$995K -13,112 Closed
LFG
148
LifePlan Financial Group
Ohio
– -$924K -12,181 Closed
FTUS
149
Flow Traders U.S.
New York
– -$914K -12,054 Closed
LPT
150
Legacy Private Trust
Wisconsin
– -$910K -12,000 Closed
3 4 5
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