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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
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
– -$1.32M -14,818 Closed
SPWA
202
SteelBridge Private Wealth Advisors
Florida
– -$1.27M -14,310 Closed
TCM
203
Tuttle Capital Management
Connecticut
– -$928K -10,438 Closed
NFG
204
Next Financial Group
Texas
– -$778K -8,753 Closed
SF
205
Synovus Financial
Georgia
– -$238K -2,685 Closed
Creative Planning
206
Creative Planning
Kansas
– -$108K -1,216 Closed
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
– -$48K -544 Closed
RAM
208
Riggs Asset Management
Pennsylvania
– -$1K -10 Closed
5 6 7 8
9