iShares MSCI USA Momentum Factor ETF
MTUM
35 hedge funds and large institutions have $373M invested in iShares MSCI USA Momentum Factor ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
27% more capital invested
Capital invested by funds: $295M → $373M (+$78.3M)
17% more funds holding
Funds holding: 30 → 35 (+5)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.44% less ownership
Funds ownership: 80.42% → 78.97% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$39.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$6.5M |
| 3 |
Morgan Stanley
New York
|
+$6.17M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$6.78M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$6.28M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$4.05M |
| 4 |
SG Americas Securities
New York
|
-$1.05M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$469K |
MTUM Hedge Fund Activity: Q4 2014 in Review
35 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2014, worth a combined $373M — up 27% from $295M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MTUM positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $39.7M. The largest seller was Carroll Financial Associates, cutting an estimated $6.78M.
- 35 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2014, up from 30 in Q3 2014.
- Funds reported $373M of iShares MSCI USA Momentum Factor ETF stock for Q4 2014, up 27% quarter-over-quarter.
- 9 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2014 and 3 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2014 was United Services Automobile Association, an estimated $39.7M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2014 was Carroll Financial Associates, an estimated $6.78M sold.
Based on aggregated 13F filings for Q4 2014.