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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Trends Analyst Outlook Journalist POV

11 hedge funds and large institutions have $147M invested in iShares MSCI USA Momentum Factor ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

32.02% more ownership

Funds ownership: 104.83% → 136.85% (+32%)

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$22M
2
+$5.68M
3
+$4.22M
4
CFA
Carroll Financial Associates
North Carolina
+$1.06M
5
CAN
Cetera Advisor Networks
California
+$490K

Top Sellers

1
-$1.17M
2
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$108M
2
$22.4M
3
$5.68M
4
$4.22M
5
$2.75M
6
$2.31M
7
$1.66M
8
$431K
9
$117K
10
$85K
11
$17.8K
12
–
13
–