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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

16 hedge funds and large institutions have $181M invested in iShares MSCI USA Momentum Factor ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
$7.04M
2
CFA
Carroll Financial Associates
North Carolina
$7.29M
3
Morgan Stanley
Morgan Stanley
New York
$3.16M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.78M

Top Sellers

1
VKH
Virtu KCG Holdings
New York
$0
2
Bank of America
Bank of America
North Carolina
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$120M – – –
3AM
2
3D Asset Management
Connecticut
$25.7M +$703K +11,715 +3%
CFA
3
Carroll Financial Associates
North Carolina
$7.29M +$4.23M +70,385 +138%
CAN
4
Cetera Advisor Networks
California
$7.04M +$4.47M +74,465 +174%
Bank of America
5
Bank of America
North Carolina
$6.15M -$182K -3,036 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.18M +$480K +7,991 +10%
Morgan Stanley
7
Morgan Stanley
New York
$3.16M +$3.16M +52,603 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.08M +$1.98M +32,977 +2,086%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.86M +$1.38M +23,000 +288%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.78M +$1.78M +29,718 New
LPL Financial
11
LPL Financial
California
$474K +$474K +7,894 New
Goldman Sachs
12
Goldman Sachs
New York
$273K +$273K +4,540 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$196K +$65.9K +1,096 +51%
Ameriprise
14
Ameriprise
Minnesota
$28K +$28K +474 New
AIG
15
American International Group
New York
$19.8K – – –
MFS
16
MSI Financial Services
Massachusetts
$8K +$8K +126 New
VKH
17
Virtu KCG Holdings
New York
– -$1.66M -30,761 Closed