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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Trends Analyst Outlook Journalist POV

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more funds holding

Funds holding: →

23% more capital invested

Capital invested by funds: $147M → $181M (+$33.8M)

43.92% less ownership

Funds ownership: 136.85% → 92.93% (-44%)

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
+$4.47M
2
+$4.23M
3
+$3.16M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.98M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.78M

Top Sellers

1
-$1.66M
2
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$120M
2
$25.7M
3
$7.29M
4
$7.04M
5
$6.15M
6
$5.18M
7
$3.16M
8
$2.08M
9
$1.86M
10
$1.78M
11
$474K
12
$273K
13
$196K
14
$28K
15
$19.8K
16
$8K
17
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