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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

134 hedge funds and large institutions have $1.22B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+15
Holders Change %
+12.61%
% of All Funds
3.58%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
27
Increased
72
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
2
Stifel Financial
Stifel Financial
Missouri
$41.6M
3
DT
Diversified Trust
Tennessee
$32.3M
4
UBS Group
UBS Group
Switzerland
$72M
5
BA
BlackRock Advisors
Delaware
$38.4M

Top Sellers

1
ASRS
Arizona State Retirement System
Arizona
$0
2
FIG
FundX Investment Group
California
$0
3
Jane Street
Jane Street
New York
$216K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$3.06M
5
TCM
Tuttle Capital Management
Connecticut
$874K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M +$76.8M +992,858 +301%
UBS Group
2
UBS Group
Switzerland
$72M +$23M +297,302 +47%
Bank of America
3
Bank of America
North Carolina
$61.6M +$1.08M +13,900 +2%
Morgan Stanley
4
Morgan Stanley
New York
$55.9M +$12.2M +157,283 +28%
Ameriprise
5
Ameriprise
Minnesota
$54.3M +$6.99M +90,432 +15%
USAA
6
United Services Automobile Association
Texas
$49.7M – – –
BDF
7
Balasa Dinverno & Foltz
$45.8M +$1.16M +14,982 +3%
Stifel Financial
8
Stifel Financial
Missouri
$41.6M +$34.5M +445,457 +485%
BA
9
BlackRock Advisors
Delaware
$38.4M +$18.2M +235,326 +90%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$33M +$1.82M +23,495 +6%
Allianz Asset Management
11
Allianz Asset Management
Germany
$32.4M +$6.3M +81,388 +24%
DT
12
Diversified Trust
Tennessee
$32.3M +$32.3M +417,000 New
ACM
13
Armbruster Capital Management
New York
$27.5M +$665K +8,595 +2%
CPO
14
Cerity Partners OCIO
New York
$24.8M +$4.19M +54,129 +20%
CFA
15
Carroll Financial Associates
North Carolina
$23.9M +$3.35M +43,272 +16%
3AM
16
3D Asset Management
Connecticut
$23.6M -$469K -6,056 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$23.3M +$5.3M +69,472 +30%
HA
18
Harfst & Associates
Wyoming
$21.1M -$1.81M -23,426 -8%
Goldman Sachs
19
Goldman Sachs
New York
$19.3M +$15.5M +200,000 +400%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$19.2M +$2.33M +30,057 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$18.6M +$12.9M +166,205 +223%
SWP
22
Stratos Wealth Partners
Ohio
$18.3M +$8.53M +110,301 +87%
CAN
23
Cetera Advisor Networks
California
$17.4M +$6.66M +86,064 +62%
LPL Financial
24
LPL Financial
California
$16.8M +$3.69M +48,361 +28%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$16.8M +$6.77M +87,559 +68%
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