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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

100 hedge funds and large institutions have $828M invested in iShares MSCI USA Momentum Factor ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+26
Holders Change %
+35.14%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
35
Increased
45
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$22.3M
2
Morgan Stanley
Morgan Stanley
New York
+$14.4M
3
LPL Financial
LPL Financial
California
+$13.8M
4
BAAM
Baker Avenue Asset Management
California
+$12M
5
QI
QS Investors
New York
+$9.52M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$22.2M
2
USAA
United Services Automobile Association
Texas
-$11.8M
3
BCI
Brinker Capital Investments
Pennsylvania
-$3.67M
4
TCM
Tuttle Capital Management
Connecticut
-$3.22M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$148M – – –
USAA
2
United Services Automobile Association
Texas
$90.7M -$11.8M -161,300 -12%
Bank of America
3
Bank of America
North Carolina
$61.5M +$4.97M +67,861 +9%
Morgan Stanley
4
Morgan Stanley
New York
$43.1M +$14.4M +196,813 +50%
BDF
5
Balasa Dinverno & Foltz
$37.7M +$835K +11,394 +2%
QI
6
QS Investors
New York
$31.6M +$9.52M +129,925 +43%
US Bancorp
7
US Bancorp
Minnesota
$26.5M +$22.3M +304,821 +536%
Allianz Asset Management
8
Allianz Asset Management
Germany
$25.8M +$1.86M +25,370 +8%
HA
9
Harfst & Associates
Wyoming
$24.7M +$1.22M +16,680 +5%
Ameriprise
10
Ameriprise
Minnesota
$24.5M +$1.3M +17,706 +6%
3AM
11
3D Asset Management
Connecticut
$22.6M +$36.4K +496 +0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$19.4M +$6.97M +95,142 +56%
ACM
13
Armbruster Capital Management
New York
$17.3M +$17.3M +236,373 New
LPL Financial
14
LPL Financial
California
$17.3M +$13.8M +191,373 +396%
UBS Group
15
UBS Group
Switzerland
$15.9M +$7.62M +103,905 +92%
RJA
16
Raymond James & Associates
Florida
$15.9M +$1.04M +14,197 +7%
CPO
17
Cerity Partners OCIO
New York
$13.1M +$771K +10,523 +6%
BAAM
18
Baker Avenue Asset Management
California
$12M +$12M +163,632 New
CCA
19
Cobblestone Capital Advisors
New York
$11.8M +$610K +8,327 +5%
Jane Street
20
Jane Street
New York
$11.4M +$9.38M +127,976 +464%
BIT
21
BlackRock Institutional Trust
California
$11.3M – – –
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$1.59M +21,696 +17%
CCP
23
Cardan Capital Partners
Colorado
$10.1M +$10.1M +138,379 New
SIM
24
Sigma Investment Management
Oregon
$9.83M +$4M +54,553 +69%
SAM
25
Stringer Asset Management
Tennessee
$9.24M +$99.1K +1,352 +1%
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