MTUM icon

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 %
SCA
126
Snowden Capital Advisors
New York
$1.94M +$418K +4,055 +28%
CS
127
Credit Suisse
Switzerland
$1.93M +$1.93M +18,761 New
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.88M +$1.88M +17,502 New
DADC
129
D.A. Davidson & Co
Montana
$1.85M +$227K +2,203 +14%
SFS
130
Sowell Financial Services
Arkansas
$1.79M +$1.42M +12,824 +385%
SI
131
SII Investments
Wisconsin
$1.77M -$114K -1,092 -6%
PAMG
132
Patton Albertson Miller Group
Tennessee
$1.72M +$544K +5,272 +46%
SC
133
Scotia Capital
Ontario, Canada
$1.66M +$1.66M +16,122 New
Invesco
134
Invesco
Georgia
$1.57M +$1.57M +15,180 New
FEG
135
Financial Enhancement Group
Indiana
$1.55M +$1.55M +15,065 New
IH
136
IFC Holdings
Florida
$1.46M -$529K -5,073 -27%
WF
137
WealthTrust Fairport
Ohio
$1.43M +$1.43M +13,906 New
LMIM
138
Lockheed Martin Investment Management
Maryland
$1.38M – – –
BCP
139
Blackhawk Capital Partners
Wisconsin
$1.37M +$1.37M +13,306 New
MIAN
140
Mariner Independent Advisor Network
Kansas
$1.28M +$239K +2,313 +23%
NA
141
NewEdge Advisors
Louisiana
$1.27M +$172K +1,606 +16%
PP
142
PagnatoKarp Partners
Virginia
$1.25M -$58K -563 -4%
MSAM
143
Moloney Securities Asset Management
Missouri
$1.23M -$4.85K -47 -0.4%
DC
144
Davenport & Co
Virginia
$1.23M +$503K +4,879 +70%
DWM
145
Darwin Wealth Management
Florida
$1.22M +$1.22M +11,859 New
CFD
146
Creative Financial Designs
Indiana
$1.16M -$230K -2,234 -17%
GCMG
147
Gyroscope Capital Management Group
Florida
$1.15M -$24.3K -236 -2%
CWM
148
Cornerstone Wealth Management
Missouri
$1.1M +$175K +1,639 +19%
NFG
149
NewFocus Financial Group
Washington
$1.07M -$64.8K -628 -6%
HCA
150
Heck Capital Advisors
Wisconsin
$1.06M -$131K -1,275 -11%
4 5
6
7 8