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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
+$80M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$48.6M
3
FIG
FundX Investment Group
California
+$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$34.7M
5
QI
QS Investors
New York
+$32.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$305M
2
CFGF
Compass Financial Group (Florida)
Florida
-$13.8M
3
LPL Financial
LPL Financial
California
-$2.85M
4
MCM
Moore Capital Management
New York
-$2.58M
5
Jane Street
Jane Street
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$325K +$46.2K +519 +17%
DRS
127
Deane Retirement Strategies
Louisiana
$316K +$316K +3,550 New
NFG
128
Noven Financial Group
Colorado
$299K +$16.2K +182 +6%
WB
129
Webster Bank
Connecticut
$293K – – –
MSAM
130
Moloney Securities Asset Management
Missouri
$291K +$291K +3,271 New
PA
131
Parallel Advisors
California
$287K +$90.8K +988 +46%
SI
132
SII Investments
Wisconsin
$269K +$3.91K +44 +1%
SF
133
Synovus Financial
Georgia
$238K +$238K +2,685 New
MHS
134
M Holdings Securities
Oregon
$235K – – –
PAS
135
Park Avenue Securities
New York
$206K +$206K +2,317 New
CWM
136
Cornerstone Wealth Management
Missouri
$205K +$205K +2,260 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$200K +$200K +2,245 New
ASN
138
Advisory Services Network
Georgia
$181K -$266 -3 -0.1%
TDC
139
Thompson Davis & Co
Virginia
$181K +$181K +2,036 New
VWA
140
V Wealth Advisors
Kansas
$165K -$141K -1,595 -46%
JGIA
141
Jackson Grant Investment Advisers
Connecticut
$116K +$354 +4 +0.3%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$111K -$42.3K -476 -28%
Creative Planning
143
Creative Planning
Kansas
$108K +$96.4K +1,085 +828%
Barclays
144
Barclays
United Kingdom
$89K – – –
GT
145
Glenmede Trust
Pennsylvania
$81K – – –
SBL
146
Sargent Bickham Lagudis
Colorado
$81K – – –
HWP
147
Hefty Wealth Partners
Indiana
$79K -$1.94K -22 -2%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$75K +$52K +588 +226%
AIM
149
Advantage Investment Management
Iowa
$73K +$15.1K +171 +26%
YWP
150
YorkBridge Wealth Partners
New York
$53K – – –
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