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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
6
Increased
11
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$5.28M
2
CFA
Carroll Financial Associates
North Carolina
$9.31M
3
BCI
Brinker Capital Investments
Pennsylvania
$3.68M
4
CAN
Cetera Advisor Networks
California
$8.14M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.03M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21K
2
Bank of America
Bank of America
North Carolina
$5.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$930K
4
Goldman Sachs
Goldman Sachs
New York
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$121M – – –
3AM
2
3D Asset Management
Connecticut
$26.4M +$552K +9,151 +2%
Stifel Financial
3
Stifel Financial
Missouri
$14.8M +$14.8M +245,000 New
CFA
4
Carroll Financial Associates
North Carolina
$9.31M +$1.99M +32,915 +27%
CAN
5
Cetera Advisor Networks
California
$8.14M +$1.08M +17,906 +15%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.99M +$783K +12,982 +15%
Morgan Stanley
7
Morgan Stanley
New York
$5.28M +$2.11M +34,945 +66%
Bank of America
8
Bank of America
North Carolina
$5.1M -$1.08M -17,834 -17%
BCI
9
Brinker Capital Investments
Pennsylvania
$3.68M +$1.81M +30,000 +97%
LPL Financial
10
LPL Financial
California
$1.28M +$799K +13,245 +168%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$1.03M +$1.03M +17,167 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$930K -$863K -14,308 -48%
SIM
13
Sigma Investment Management
Oregon
$673K +$673K +11,155 New
NPC
14
National Planning Corporation
California
$598K +$598K +9,728 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$346K +$149K +2,477 +76%
VKH
16
Virtu KCG Holdings
New York
$254K +$254K +4,207 New
Goldman Sachs
17
Goldman Sachs
New York
$240K -$34.3K -568 -13%
AIG
18
American International Group
New York
$129K +$109K +1,800 +545%
US Bancorp
19
US Bancorp
Minnesota
$78K +$78K +1,287 New
Ameriprise
20
Ameriprise
Minnesota
$65K +$36.5K +608 +128%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$21K -$2.08M -34,212 -99%
MFS
22
MSI Financial Services
Massachusetts
$13K +$5.49K +92 +73%