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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$676K +$189K +1,783 +39%
SEI Investments
202
SEI Investments
Pennsylvania
$668K +$25.6K +242 +4%
CPIG
203
Chicago Partners Investment Group
Illinois
$657K +$578K +5,459 +735%
GTAM
204
Global Trust Asset Management
Florida
$633K +$91K +859 +17%
ACM
205
Alethea Capital Management
Washington
$615K +$615K +5,805 New
DMC
206
Drexel Morgan & Co
Pennsylvania
$603K – – –
VHAM
207
Van Hulzen Asset Management
California
$601K +$22.1K +209 +4%
SWM
208
SeaCrest Wealth Management
New York
$599K -$50.7K -478 -8%
VAM
209
Visionary Asset Management
Texas
$596K +$596K +5,746 New
MOS
210
MGO One Seven
Ohio
$595K +$85.2K +805 +17%
PCM
211
Parsons Capital Management
Rhode Island
$584K +$169K +1,594 +41%
LA
212
LexAurum Advisors
Kansas
$583K +$234K +2,207 +67%
PP
213
Prudential plc
United Kingdom
$583K +$583K +5,500 New
PAG
214
Private Advisory Group
Washington
$579K -$41K -387 -7%
HPWM
215
Highland Private Wealth Management
Washington
$579K +$579K +5,467 New
WF
216
Welch & Forbes
Massachusetts
$572K – – –
PAI
217
Pittenger & Anderson Inc
Nebraska
$548K +$12.9K +122 +2%
VIM
218
Vista Investment Management
Pennsylvania
$548K +$223K +2,101 +68%
MSA
219
Marino Stram & Associates
Massachusetts
$547K -$7.09K -67 -1%
PCMK
220
Paragon Capital Management (Kansas)
Kansas
$547K +$199K +1,880 +57%
ATC
221
Argent Trust Co
Tennessee
$521K -$10.6K -100 -2%
FHC
222
First Heartland Consultants
Missouri
$485K +$137K +1,299 +40%
OPWM
223
Oak Point Wealth Management
Michigan
$447K -$30.5K -296 -6%
LRIA
224
Leonard Rickey Investment Advisors
Washington
$446K -$26.1K -247 -6%
BFPW
225
BOK Financial Private Wealth
Colorado
$445K – – –
7 8
9
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