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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

142 hedge funds and large institutions have $1.55B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
3.54%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
26
Increased
59
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$82M
2
KeyBank National Association
KeyBank National Association
Ohio
+$47.1M
3
BlackRock
BlackRock
New York
+$25.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$24.1M
5
BCI
Brinker Capital Investments
Pennsylvania
+$13.2M

Top Sellers

1
QI
QS Investors
New York
-$16.5M
2
CCP
Cardan Capital Partners
Colorado
-$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15M
4
Morgan Stanley
Morgan Stanley
New York
-$12.7M
5
Goldman Sachs
Goldman Sachs
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$285M +$82M +992,149 +40%
Ameriprise
2
Ameriprise
Minnesota
$103M +$9.06M +109,640 +10%
Bank of America
3
Bank of America
North Carolina
$84M +$7.9M +95,582 +10%
KeyBank National Association
4
KeyBank National Association
Ohio
$61.6M +$47.1M +569,735 +325%
UBS Group
5
UBS Group
Switzerland
$58.9M +$4.65M +56,257 +9%
Morgan Stanley
6
Morgan Stanley
New York
$56.4M -$12.7M -153,616 -18%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$54M +$24.1M +291,358 +81%
USAA
8
United Services Automobile Association
Texas
$53M -$7.03K -85 -0%
BDF
9
Balasa Dinverno & Foltz
$51.8M +$1.95M +23,546 +4%
DT
10
Diversified Trust
Tennessee
$44.6M +$2.74M +33,211 +7%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$38.7M +$4.66M +56,644 +14%
Allianz Asset Management
12
Allianz Asset Management
Germany
$34.7M – – –
BCI
13
Brinker Capital Investments
Pennsylvania
$33.6M +$13.2M +160,199 +65%
CPO
14
Cerity Partners OCIO
New York
$31M +$2.17M +26,215 +8%
ACM
15
Armbruster Capital Management
New York
$30.9M +$1.13M +13,676 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$29.2M -$15M -181,770 -34%
CFA
17
Carroll Financial Associates
North Carolina
$28.6M +$2.86M +34,554 +11%
3AM
18
3D Asset Management
Connecticut
$28.5M +$4.22M +51,103 +17%
LPL Financial
19
LPL Financial
California
$27.5M +$8.78M +106,258 +47%
BlackRock
20
BlackRock
New York
$25.3M +$25.3M +305,826 New
WDL
21
Well Done LLC
Michigan
$22.7M -$3.17M -38,398 -12%
SWP
22
Stratos Wealth Partners
Ohio
$20.8M +$1.2M +14,537 +6%
FDCC
23
Foster Dykema Cabot & Co
Massachusetts
$19M +$507K +6,140 +3%
RJA
24
Raymond James & Associates
Florida
$18.3M -$765K -9,259 -4%
CFGF
25
Compass Financial Group (Florida)
Florida
$13.8M +$104K +1,255 +0.8%
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