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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

105 hedge funds and large institutions have $938M invested in iShares MSCI USA Momentum Factor ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.8%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
20
Increased
51
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$39.3M
2
WDL
Well Done LLC
Michigan
$34.5M
3
FIG
FundX Investment Group
California
$28.4M
4
UBS Group
UBS Group
Switzerland
$38.4M
5
Ameriprise
Ameriprise
Minnesota
$43.3M

Top Sellers

1
QI
QS Investors
New York
$642K
2
ASRS
Arizona State Retirement System
Arizona
$119M
3
US Bancorp
US Bancorp
Minnesota
$3.22M
4
USAA
United Services Automobile Association
Texas
$73.7M
5
Morgan Stanley
Morgan Stanley
New York
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$119M -$28.3M -386,578 -19%
USAA
2
United Services Automobile Association
Texas
$73.7M -$16.8M -229,490 -19%
Bank of America
3
Bank of America
North Carolina
$55.5M -$5.82M -79,591 -9%
Ameriprise
4
Ameriprise
Minnesota
$43.3M +$18.5M +250,409 +75%
BDF
5
Balasa Dinverno & Foltz
$41.5M +$3.94M +53,937 +10%
Stifel Financial
6
Stifel Financial
Missouri
$39.3M +$36.6M +500,710 +1,363%
UBS Group
7
UBS Group
Switzerland
$38.4M +$22.6M +308,724 +143%
WDL
8
Well Done LLC
Michigan
$34.5M +$33.1M +453,263 +2,463%
Morgan Stanley
9
Morgan Stanley
New York
$33.5M -$9.44M -129,075 -22%
FIG
10
FundX Investment Group
California
$28.4M +$28.4M +388,588 New
HA
11
Harfst & Associates
Wyoming
$25.7M +$1.04M +14,232 +4%
ACM
12
Armbruster Capital Management
New York
$25.4M +$8.1M +110,784 +47%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$25.1M +$5.78M +79,106 +30%
Allianz Asset Management
14
Allianz Asset Management
Germany
$24.7M -$1.08M -14,737 -4%
3AM
15
3D Asset Management
Connecticut
$23.1M +$525K +7,176 +2%
LPL Financial
16
LPL Financial
California
$21.6M +$4.16M +57,221 +24%
CPO
17
Cerity Partners OCIO
New York
$16M +$2.98M +40,704 +23%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$4.44M +60,474 +40%
BA
19
BlackRock Advisors
Delaware
$15.3M +$15.3M +209,227 +31,992%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$14.8M +$9.5M +130,018 +180%
RJA
21
Raymond James & Associates
Florida
$14.7M -$1.1M -15,050 -7%
CCP
22
Cardan Capital Partners
Colorado
$14.3M +$4.18M +57,143 +41%
BIT
23
BlackRock Institutional Trust
California
$11.2M -$70.9K -970 -0.6%
Jane Street
24
Jane Street
New York
$10.8M -$613K -8,387 -5%
SIM
25
Sigma Investment Management
Oregon
$10.7M +$919K +12,568 +9%
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