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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
+$37.2M
3
KeyBank National Association
KeyBank National Association
Ohio
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$26.8M
5
QA
Quantitative Advantage
Minnesota
+$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$16.9M
2
QI
QS Investors
New York
-$13.4M
3
Goldman Sachs
Goldman Sachs
New York
-$11.6M
4
Jane Street
Jane Street
New York
-$10.3M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
151
Wexford Capital
Florida
$1.02M -$523K -5,077 -34%
PGA
152
Premia Global Advisors
Florida
$1.01M +$1.01M +10,002 New
MC
153
Moors & Cabot
Massachusetts
$967K -$22.6K -220 -2%
WLIM
154
White Lighthouse Investment Management
Massachusetts
$955K +$955K +9,260 New
CS
155
Comerica Securities
Michigan
$950K -$109K -1,057 -10%
Wolverine Trading
156
Wolverine Trading
Illinois
$920K -$132K -1,276 -13%
Brown Advisory
157
Brown Advisory
Maryland
$862K – – –
FWP
158
FAS Wealth Partners
Kansas
$855K -$37.1K -360 -4%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$805K +$549K +5,317 +214%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$789K -$19.5K -189 -2%
WCG
161
Wall Capital Group
Arizona
$774K -$145K -1,407 -16%
AFP
162
Ausdal Financial Partners
Iowa
$757K +$757K +7,337 New
Citigroup
163
Citigroup
New York
$721K +$419K +4,065 +139%
DE
164
Day & Ennis
Georgia
$675K +$23.4K +227 +4%
WP
165
WealthPLAN Partners
Nebraska
$674K +$674K +6,535 New
FPGK
166
Financial Partners Group (Kansas)
Kansas
$666K +$666K +6,461 New
Creative Planning
167
Creative Planning
Kansas
$647K +$647K +6,270 New
SWM
168
SeaCrest Wealth Management
New York
$632K +$632K +6,131 New
SEI Investments
169
SEI Investments
Pennsylvania
$625K +$79K +766 +14%
LFAS
170
Level Four Advisory Services
Texas
$614K +$319K +3,097 +108%
PAG
171
Private Advisory Group
Washington
$604K -$74K -717 -11%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$592K +$259K +2,508 +78%
DMC
173
Drexel Morgan & Co
Pennsylvania
$587K +$587K +5,695 New
KA
174
Kovack Advisors
Florida
$581K +$581K +5,633 New
VHAM
175
Van Hulzen Asset Management
California
$563K +$162K +1,573 +40%
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7
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