MTUM icon

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
$111M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$54.1M
3
FIG
FundX Investment Group
California
$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
$37.8M
5
QI
QS Investors
New York
$33.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403K
2
CFGF
Compass Financial Group (Florida)
Florida
$0
3
LPL Financial
LPL Financial
California
$26.7M
4
MCM
Moore Capital Management
New York
$0
5
Jane Street
Jane Street
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$48K +$48K +544 New
WCG
152
Wall Capital Group
Arizona
$38K -$485K -5,417 -93%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$31K +$31K +349 New
CAL
154
Capital Advisors Ltd
Ohio
$30K – – –
WA
155
WealthTrust-Arizona
Arizona
$29K +$29K +325 New
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$17K +184 New
NR
157
Newfound Research
Massachusetts
$15K – – –
LWM
158
Lenox Wealth Management
Ohio
$13K +$13K +143 New
Citigroup
159
Citigroup
New York
$11K -$29.4K -345 -73%
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8K +$8K +90 New
HS
161
Horan Securities
United States
$5K – – –
GRP
162
Global Retirement Partners
California
$4K – – –
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$4K +$4K +47 New
RAM
164
Riggs Asset Management
Pennsylvania
$1K +$1K +10 New
CFGF
165
Compass Financial Group (Florida)
Florida
– -$13.8M -166,721 Closed
MCM
166
Moore Capital Management
New York
– -$2.58M -31,169 Closed
CWM
167
Concert Wealth Management
California
– -$815K -10,661 Closed
SG Americas Securities
168
SG Americas Securities
New York
– -$454K -5,498 Closed
Millennium Management
169
Millennium Management
New York
– -$368K -4,447 Closed
Citadel Advisors
170
Citadel Advisors
Florida
– -$242K -2,924 Closed
IAA
171
Independent Advisor Alliance
North Carolina
– -$214K -2,590 Closed
TRCT
172
Tower Research Capital (TRC)
New York
– -$133K -1,610 Closed
HFM
173
Hartford Financial Management
Connecticut
– -$58K -710 Closed
RWA
174
Ropes Wealth Advisors
Massachusetts
– -$9K -114 Closed
3 4 5 6
7