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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

138 hedge funds and large institutions have $1.33B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+4
Holders Change %
+2.99%
% of All Funds
3.46%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.43%
New
25
Increased
64
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$186M
2
Ameriprise
Ameriprise
Minnesota
$86.6M
3
BCI
Brinker Capital Investments
Pennsylvania
$18.7M
4
FDCC
Foster Dykema Cabot & Co
Massachusetts
$17M
5
QI
QS Investors
New York
$15.8M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$4.45M
2
HA
Harfst & Associates
Wyoming
$0
3
UBS Group
UBS Group
Switzerland
$49.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$4.74M
5
AG
Advisor Group
Arizona
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$186M +$85.6M +1,128,715 +85%
Ameriprise
2
Ameriprise
Minnesota
$86.6M +$33.4M +439,916 +63%
Bank of America
3
Bank of America
North Carolina
$69.8M +$9.48M +125,020 +16%
Morgan Stanley
4
Morgan Stanley
New York
$63.5M +$8.61M +113,539 +16%
UBS Group
5
UBS Group
Switzerland
$49.8M -$20.8M -274,054 -29%
USAA
6
United Services Automobile Association
Texas
$48.7M +$6.45K +85 +0%
BDF
7
Balasa Dinverno & Foltz
$45.8M +$888K +11,704 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$40.6M +$8.27M +108,959 +26%
DT
9
Diversified Trust
Tennessee
$38.4M +$6.77M +89,276 +21%
BA
10
BlackRock Advisors
Delaware
$35M -$2.61M -34,425 -7%
Allianz Asset Management
11
Allianz Asset Management
Germany
$31.9M +$94.1K +1,241 +0.3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$31.4M +$8.23M +108,535 +36%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$27.4M +$11M +144,560 +67%
ACM
14
Armbruster Capital Management
New York
$27.3M +$326K +4,303 +1%
CPO
15
Cerity Partners OCIO
New York
$26.5M +$2.14M +28,271 +9%
WDL
16
Well Done LLC
Michigan
$23.7M -$8.31M -109,490 -26%
CFA
17
Carroll Financial Associates
North Carolina
$23.6M +$220K +2,900 +0.9%
3AM
18
3D Asset Management
Connecticut
$22.3M -$859K -11,327 -4%
Goldman Sachs
19
Goldman Sachs
New York
$19M +$33K +435 +0.2%
BCI
20
Brinker Capital Investments
Pennsylvania
$18.7M +$18.7M +245,973 +45,050%
SWP
21
Stratos Wealth Partners
Ohio
$18M +$40.6K +535 +0.2%
RJA
22
Raymond James & Associates
Florida
$17.5M +$2.01M +26,561 +13%
LPL Financial
23
LPL Financial
California
$17.2M +$479K +6,302 +3%
FDCC
24
Foster Dykema Cabot & Co
Massachusetts
$17M +$17M +224,014 New
QI
25
QS Investors
New York
$15.8M +$15.8M +208,133 New
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