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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
176
Weatherly Asset Management
California
$205K +$205K +2,143 New
WA
177
WBH Advisory
Maryland
$200K +$200K +2,097 New
JGIA
178
Jackson Grant Investment Advisers
Connecticut
$126K +$288 +3 +0.2%
SBL
179
Sargent Bickham Lagudis
Colorado
$100K +$12.8K +134 +15%
Barclays
180
Barclays
United Kingdom
$96K – – –
GT
181
Glenmede Trust
Pennsylvania
$94K – – –
FPB
182
First PREMIER Bank
South Dakota
$80K +$80K +834 New
HWP
183
Hefty Wealth Partners
Indiana
$77K -$8.73K -91 -10%
VFA
184
Valeo Financial Advisors
Indiana
$64K +$64K +671 New
YWP
185
YorkBridge Wealth Partners
New York
$57K – – –
WEC
186
Winslow Evans & Crocker
Massachusetts
$38.8K +$38.8K +406 New
CHP
187
Cable Hill Partners
Oregon
$38K +$38K +400 New
CAL
188
Capital Advisors Ltd
Ohio
$32K – – –
WA
189
WealthTrust-Arizona
Arizona
$31K – – –
BF
190
BOK Financial
Oklahoma
$30K +$30K +310 New
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$10.2K +106 +58%
GRP
192
Global Retirement Partners
California
$26K +$21.6K +228 +496%
AIM
193
Advantage Investment Management
Iowa
$17K -$61.3K -645 -78%
NR
194
Newfound Research
Massachusetts
$16K – – –
LWM
195
Lenox Wealth Management
Ohio
$13K – – –
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.61K – – –
BONST
197
Bank of Nova Scotia Trust
Ontario, Canada
$7K +$7K +70 New
HS
198
Horan Securities
United States
$5K – – –
FTIOP
199
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$3.55M -39,904 Closed
SG
200
StoneX Group
New York
– -$2.26M -25,378 Closed
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