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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
176
Patton Albertson Miller Group
Tennessee
$1.29M -$470K -4,432 -27%
GCMG
177
Gyroscope Capital Management Group
Florida
$1.28M +$104K +981 +9%
Creative Planning
178
Creative Planning
Kansas
$1.25M +$586K +5,536 +88%
AFP
179
Ausdal Financial Partners
Iowa
$1.24M +$462K +4,365 +59%
SG Americas Securities
180
SG Americas Securities
New York
$1.17M +$645K +6,091 +124%
JCM
181
Janney Capital Management
Pennsylvania
$1.16M +$603K +5,697 +108%
BWA
182
Burt Wealth Advisors
Maryland
$1.15M +$1.07M +10,114 +1,445%
PP
183
PagnatoKarp Partners
Virginia
$1.13M -$147K -1,386 -11%
MC
184
Moors & Cabot
Massachusetts
$1.13M +$137K +1,291 +14%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$1.1M +$293K +2,764 +36%
VWM
186
Venturi Wealth Management
Texas
$1.08M +$628K +5,932 +138%
BRF
187
B. Riley Financial
California
$1.08M +$857K +8,090 +390%
CFD
188
Creative Financial Designs
Indiana
$1.05M -$143K -1,354 -12%
NFG
189
NewFocus Financial Group
Washington
$1.05M -$49.8K -470 -5%
HCA
190
Heck Capital Advisors
Wisconsin
$1.04M -$53.5K -505 -5%
LFAS
191
Level Four Advisory Services
Texas
$1.03M +$395K +3,729 +63%
WLIM
192
White Lighthouse Investment Management
Massachusetts
$1.02M +$42.4K +400 +4%
SBIA
193
Sheaff Brock Investment Advisors
Indiana
$916K +$549K +5,187 +150%
FWP
194
FAS Wealth Partners
Kansas
$897K +$18.4K +174 +2%
Brown Advisory
195
Brown Advisory
Maryland
$885K – – –
Wolverine Trading
196
Wolverine Trading
Illinois
$860K -$84.5K -798 -9%
ALIONA
197
Allianz Life Insurance of North America
Minnesota
$833K +$467K +4,412 +128%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$788K +$437K +4,144 +124%
PAM
199
Peak Asset Management
Colorado
$776K +$219K +2,063 +39%
FPGK
200
Financial Partners Group (Kansas)
Kansas
$684K +$423 +4 +0.1%
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