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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$125M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$35.1M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
MML Investors Services
MML Investors Services
Massachusetts
+$27.7M
5
KeyBank National Association
KeyBank National Association
Ohio
+$27.5M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
-$15.6M
2
CAN
Cetera Advisor Networks
California
-$7.83M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$6.84M
4
DT
Diversified Trust
Tennessee
-$5.37M
5
VF
Virtu Financial
New York
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
Watermark Asset Management
California
$392K +$392K +4,101 New
BFEC
152
Benjamin F. Edwards & Company
Missouri
$377K -$41.9K -438 -10%
VHAM
153
Van Hulzen Asset Management
California
$372K +$372K +3,890 New
ALIONA
154
Allianz Life Insurance of North America
Minnesota
$370K +$370K +3,870 New
BAM
155
Belpointe Asset Management
Nevada
$368K +$368K +3,845 New
OPCM
156
Osborne Partners Capital Management
California
$349K +$349K +3,651 New
SFS
157
Sowell Financial Services
Arkansas
$334K -$23.4K -233 -7%
DRS
158
Deane Retirement Strategies
Louisiana
$334K -$5.26K -55 -2%
PA
159
Parallel Advisors
California
$325K +$10.1K +100 +3%
NFG
160
Noven Financial Group
Colorado
$322K – – –
BFA
161
Beaumont Financial Advisors
Massachusetts
$316K +$316K +3,303 New
WB
162
Webster Bank
Connecticut
$315K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$309K -$125K -1,305 -29%
PCM
164
Parsons Capital Management
Rhode Island
$295K +$295K +3,087 New
GT
165
Glenview Trust
Kentucky
$293K +$293K +3,065 New
TDC
166
Thompson Davis & Co
Virginia
$290K +$95K +992 +49%
Citigroup
167
Citigroup
New York
$280K +$268K +2,800 +2,171%
LFAS
168
Level Four Advisory Services
Texas
$273K -$556K -5,820 -67%
MHS
169
M Holdings Securities
Oregon
$263K +$10.1K +106 +4%
FHC
170
First Heartland Consultants
Missouri
$261K +$261K +2,725 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$249K +$249K +2,566 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$237K +$204K +2,136 +612%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$237K +$237K +2,450 New
VWA
174
V Wealth Advisors
Kansas
$224K +$45.4K +475 +25%
W
175
Wealthfront
California
$212K +$212K +2,220 New
5 6
7
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