iShares MSCI USA Momentum Factor ETF
MTUM
135 hedge funds and large institutions have $1.25B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
173% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 26
20% more capital invested
Capital invested by funds: $1.04B → $1.25B (+$212M)
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
13% more funds holding
Funds holding: 119 → 135 (+16)
5.24% less ownership
Funds ownership: 74.04% → 68.8% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$34.6M |
| 3 |
DT
Diversified Trust
Memphis,
Tennessee
|
+$32.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23.1M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASRS
Arizona State Retirement System
Phoenix,
Arizona
|
-$124M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
-$29.4M |
| 3 |
Jane Street
New York
|
-$5.84M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$5.16M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$4.34M |
MTUM Hedge Fund Activity: Q3 2016 in Review
135 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2016, worth a combined $1.25B — up 20% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MTUM positions and 8 closed out — a net gain of 19 holders — while 71 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $77.1M. The largest seller was Arizona State Retirement System, exiting entirely with an estimated $124M sold.
- 135 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2016, up from 119 in Q2 2016.
- Funds reported $1.25B of iShares MSCI USA Momentum Factor ETF stock for Q3 2016, up 20% quarter-over-quarter.
- 27 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2016 and 8 closed out, a net change of +19 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2016 was Fidelity Investments, an estimated $77.1M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2016 was Arizona State Retirement System, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2016.