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iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
8 hedge funds and large institutions have $106M invested in iShares MSCI USA Momentum Factor ETF in 2013 Q2 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
104.83% more ownership
Funds ownership: 0% → 104.83% (+105%)
Holders
8
Holders Change
+8
Holders Change %
–
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASRS
1
Arizona State Retirement System
Phoenix,
Arizona
| $103M | +$104M | +2,000,000 | New |
|
|
CAN
2
Cetera Advisor Networks
El Segundo,
California
| $1.73M | +$1.76M | +33,810 | New |
|
|
TH
3
Timber Hill
Greenwich,
Connecticut
| $1.17M | +$1.19M | +22,779 | New |
|
|
3AM
4
3D Asset Management
Hartford,
Connecticut
| $394K | +$400K | +7,673 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $22K | +$22.3K | +428 | New |
|
|
AIG
6
American International Group
New York
| $17K | +$17.2K | +330 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$12.5K | +240 | New |
|
|
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$1.63M | +31,310 | New |
|
MTUM Hedge Fund Activity: Q2 2013 in Review
8 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2013, worth a combined $106M.
Buyers outnumbered sellers: 8 funds opened new MTUM positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
- 8 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $106M of iShares MSCI USA Momentum Factor ETF stock for Q2 2013.
- 8 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2013 and 0 closed out, a net change of +8 holders.
Based on aggregated 13F filings for Q2 2013.