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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 %
AIP
201
Ahrens Investment Partners
Louisiana
$376K +$376K +3,645 New
TDC
202
Thompson Davis & Co
Virginia
$362K +$49.9K +484 +16%
DRS
203
Deane Retirement Strategies
Louisiana
$360K – – –
LA
204
LexAurum Advisors
Kansas
$360K +$360K +3,300 New
SBIA
205
Sheaff Brock Investment Advisors
Indiana
$357K +$357K +3,463 New
ALIONA
206
Allianz Life Insurance of North America
Minnesota
$356K -$43.3K -420 -11%
NFG
207
Noven Financial Group
Colorado
$347K – – –
WB
208
Webster Bank
Connecticut
$340K – – –
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$340K +$90K +882 +36%
FHC
210
First Heartland Consultants
Missouri
$339K +$57.7K +559 +21%
BFA
211
Beaumont Financial Advisors
Massachusetts
$338K -$2.16K -21 -0.6%
PCMK
212
Paragon Capital Management (Kansas)
Kansas
$338K +$338K +3,285 New
PA
213
Parallel Advisors
California
$333K – – –
SBL
214
Sargent Bickham Lagudis
Colorado
$329K +$221K +2,150 +206%
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K +$320K +3,100 +3,444%
VIM
216
Vista Investment Management
Pennsylvania
$317K +$317K +3,073 New
OPCM
217
Osborne Partners Capital Management
California
$297K -$80K -775 -21%
CT
218
CPF Texas
Texas
$284K +$284K +2,700 New
VWA
219
V Wealth Advisors
Kansas
$283K +$27.8K +255 +11%
BBA
220
Braun-Bostich & Associates
Pennsylvania
$282K +$282K +2,731 New
PA
221
PFG Advisors
Arizona
$269K +$269K +2,611 New
OCM
222
Orser Capital Management
Texas
$252K +$252K +2,300 New
AB
223
Atlas Brown
Kentucky
$248K +$248K +2,221 New
W
224
Wealthfront
California
$229K – – –
KWM
225
Kingsview Wealth Management
Oregon
$221K +$221K +2,142 New
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9
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