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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 %
APA
126
American Portfolios Advisors
New York
$3.73M +$747K +7,050 +25%
IA
127
IFP Advisors
Florida
$3.65M – – –
Bank of New York Mellon
128
Bank of New York Mellon
New York
$3.52M -$35.5K -335 -1%
SCA
129
Snowden Capital Advisors
New York
$3.5M +$1.51M +14,282 +76%
FA
130
FDx Advisors
Illinois
$3.34M -$36.5K -345 -1%
SPI
131
Santori & Peters Inc
Pennsylvania
$3.32M +$1.03M +9,756 +45%
CA
132
Cetera Advisors
Colorado
$3.15M +$744K +7,034 +31%
SC
133
Scotia Capital
Ontario, Canada
$3.08M +$1.37M +12,965 +80%
PGA
134
Premia Global Advisors
Florida
$2.67M +$1.61M +15,363 +154%
TRCT
135
Tower Research Capital (TRC)
New York
$2.63M +$2.63M +24,788 New
CIM
136
Cambria Investment Management
California
$2.57M +$334K +3,156 +15%
MWM
137
Merriman Wealth Management
Washington
$2.53M +$2.53M +23,848 New
MIAN
138
Mariner Independent Advisor Network
Kansas
$2.35M +$1.04M +9,853 +80%
ICM
139
Ionic Capital Management
New York
$2.22M +$2.22M +21,000 New
NA
140
NewEdge Advisors
Louisiana
$2.21M +$999K +9,740 +82%
DSN
141
D. Scott Neal
Kentucky
$2.21M +$2.21M +20,831 New
DADC
142
D.A. Davidson & Co
Montana
$2.19M +$291K +2,745 +15%
GT
143
Glenview Trust
Kentucky
$2.18M +$131K +1,232 +6%
CAG
144
Csenge Advisory Group
Florida
$2.13M -$136K -1,288 -6%
MWVC
145
Morgens Waterfall Vintiadis & Co
New York
$2.12M +$2.12M +20,000 New
Citigroup
146
Citigroup
New York
$2.06M +$1.31M +12,410 +177%
WF
147
WealthTrust Fairport
Ohio
$2.05M +$579K +5,466 +39%
FLA
148
Financial Life Advisors
Texas
$1.98M -$425K -4,143 -18%
C
149
Clearshares
New York
$1.97M +$1.97M +18,897 New
DC
150
Davenport & Co
Virginia
$1.95M +$687K +6,485 +55%
4 5
6
7 8