iShares MSCI USA Momentum Factor ETF
MTUM
22 hedge funds and large institutions have $205M invested in iShares MSCI USA Momentum Factor ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 0 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
38% more funds holding
Funds holding: 16 → 22 (+6)
13% more capital invested
Capital invested by funds: $181M → $205M (+$23.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.98% less ownership
Funds ownership: 92.93% → 84.95% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.12M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$2M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.82M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.09M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$868K |
| 4 |
Goldman Sachs
New York
|
-$34.5K |
MTUM Hedge Fund Activity: Q1 2014 in Review
22 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2014, worth a combined $205M — up 13% from $181M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MTUM positions and 0 closed out — a net gain of 6 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.12M. The largest seller was Royal Bank of Canada, cutting an estimated $2.08M.
- 22 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2014, up from 16 in Q4 2013.
- Funds reported $205M of iShares MSCI USA Momentum Factor ETF stock for Q1 2014, up 13% quarter-over-quarter.
- 6 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2014 and 0 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2014 was Morgan Stanley, an estimated $2.12M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2014 was Royal Bank of Canada, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2014.