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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 %
WF
176
Welch & Forbes
Massachusetts
$557K – – –
JCM
177
Janney Capital Management
Pennsylvania
$544K +$544K +5,278 New
PAM
178
Peak Asset Management
Colorado
$542K -$21.7K -211 -4%
MSA
179
Marino Stram & Associates
Massachusetts
$540K +$540K +5,235 New
GTAM
180
Global Trust Asset Management
Florida
$528K +$528K +5,119 New
PAI
181
Pittenger & Anderson Inc
Nebraska
$521K +$21.2K +206 +4%
ATC
182
Argent Trust Co
Tennessee
$517K -$4.02K -39 -0.8%
SG Americas Securities
183
SG Americas Securities
New York
$506K -$4.65M -45,091 -90%
MOS
184
MGO One Seven
Ohio
$497K +$497K +4,815 New
OPWM
185
Oak Point Wealth Management
Michigan
$493K +$493K +4,637 New
PFS
186
Prospera Financial Services
Texas
$483K +$9.99K +96 +2%
GWM
187
Geneos Wealth Management
Colorado
$478K +$33.9K +329 +8%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$474K +$51.2K +497 +12%
CAM
189
Concorde Asset Management
Michigan
$472K -$113K -1,092 -19%
IWP
190
Icon Wealth Partners
Texas
$466K +$466K +4,514 New
LRIA
191
Leonard Rickey Investment Advisors
Washington
$460K +$460K +4,462 New
FHA
192
Flagship Harbor Advisors
Massachusetts
$445K +$171K +1,600 +62%
VWM
193
Venturi Wealth Management
Texas
$442K +$8.35K +81 +2%
BFPW
194
BOK Financial Private Wealth
Colorado
$434K -$90.7K -879 -17%
BAM
195
Belpointe Asset Management
Nevada
$430K +$33.5K +325 +8%
JIP
196
Jaffetilchin Investment Partners
Florida
$407K -$1.27M -12,362 -76%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$407K – – –
PCM
198
Parsons Capital Management
Rhode Island
$404K +$85.7K +831 +27%
WAM
199
Watermark Asset Management
California
$393K -$29.6K -287 -7%
WB
200
WesBanco Bank
West Virginia
$386K +$386K +3,740 New
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