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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
3.18%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
22
Increased
63
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$25.2M
2
CFA
Carroll Financial Associates
North Carolina
$20.3M
3
KeyBank National Association
KeyBank National Association
Ohio
$10.2M
4
SWP
Stratos Wealth Partners
Ohio
$9.69M
5
UBS Group
UBS Group
Switzerland
$48.4M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$7.03M
2
USAA
United Services Automobile Association
Texas
$49M
3
LPL Financial
LPL Financial
California
$13.2M
4
Jane Street
Jane Street
New York
$5.96M
5
LA
LVW Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
1
Arizona State Retirement System
Arizona
$124M – – –
Bank of America
2
Bank of America
North Carolina
$59.7M +$1.68M +21,996 +3%
USAA
3
United Services Automobile Association
Texas
$49M -$28M -366,450 -36%
UBS Group
4
UBS Group
Switzerland
$48.4M +$8.24M +107,796 +21%
Ameriprise
5
Ameriprise
Minnesota
$46.7M +$2.09M +27,407 +5%
BDF
6
Balasa Dinverno & Foltz
$44.1M +$659K +8,629 +2%
Morgan Stanley
7
Morgan Stanley
New York
$43.2M +$8.19M +107,167 +23%
WDL
8
Well Done LLC
Michigan
$33.7M -$2.37M -30,982 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$30.7M +$4.5M +58,937 +17%
FIG
10
FundX Investment Group
California
$29.4M -$328K -4,290 -1%
ACM
11
Armbruster Capital Management
New York
$26.5M +$13.3K +174 +0.1%
Allianz Asset Management
12
Allianz Asset Management
Germany
$25.8M – – –
Fidelity Investments
13
Fidelity Investments
Massachusetts
$25.2M +$25.2M +329,469 New
3AM
14
3D Asset Management
Connecticut
$23.8M -$335K -4,388 -1%
HA
15
Harfst & Associates
Wyoming
$22.7M -$4.15M -54,284 -15%
CFA
16
Carroll Financial Associates
North Carolina
$20.3M +$12.2M +159,129 +150%
CPO
17
Cerity Partners OCIO
New York
$20.1M +$3.63M +48,116 +22%
BA
18
BlackRock Advisors
Delaware
$19.9M +$3.86M +50,555 +24%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$18M +$1.79M +23,414 +11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$16.7M +$1.27M +16,631 +8%
RJA
21
Raymond James & Associates
Florida
$15.2M -$207K -2,710 -1%
CCP
22
Cardan Capital Partners
Colorado
$14.9M -$33.8K -442 -0.2%
LPL Financial
23
LPL Financial
California
$13.2M -$9.67M -125,341 -42%
BIT
24
BlackRock Institutional Trust
California
$11.6M -$26K -340 -0.2%
SIM
25
Sigma Investment Management
Oregon
$11.4M +$189K +2,472 +2%
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