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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+23
Holders Change %
+16.2%
% of All Funds
4.12%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.6%
New
34
Increased
83
Reduced
30
Closed
10
Calls
–
Puts
$213K
Net Calls
-$213K
Net Calls Change
-$213K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$111M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$54.1M
3
FIG
FundX Investment Group
California
$47.1M
4
CCMG
Clark Capital Management Group
Pennsylvania
$37.8M
5
QI
QS Investors
New York
$33.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$403K
2
CFGF
Compass Financial Group (Florida)
Florida
$0
3
LPL Financial
LPL Financial
California
$26.7M
4
MCM
Moore Capital Management
New York
$0
5
Jane Street
Jane Street
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$120M +$8.42M +94,807 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$111M +$80M +900,156 +255%
Bank of America
3
Bank of America
North Carolina
$106M +$15.3M +171,814 +17%
KeyBank National Association
4
KeyBank National Association
Ohio
$97.6M +$31.4M +353,034 +47%
Morgan Stanley
5
Morgan Stanley
New York
$79.5M +$18.8M +211,142 +31%
UBS Group
6
UBS Group
Switzerland
$69.4M +$6.09M +68,505 +10%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$69.4M +$11.3M +127,475 +20%
USAA
8
United Services Automobile Association
Texas
$57M – – –
BDF
9
Balasa Dinverno & Foltz
$56.2M +$499K +5,612 +0.9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$54.1M +$48.6M +546,840 +884%
DT
11
Diversified Trust
Tennessee
$48M – – –
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$47.7M +$5.18M +57,316 +12%
FIG
13
FundX Investment Group
California
$47.1M +$47.1M +529,759 New
CCMG
14
Clark Capital Management Group
Pennsylvania
$37.8M +$34.7M +390,482 +1,106%
Allianz Asset Management
15
Allianz Asset Management
Germany
$37.2M -$146K -1,648 -0.4%
BCI
16
Brinker Capital Investments
Pennsylvania
$36.4M +$295K +3,317 +0.8%
CPO
17
Cerity Partners OCIO
New York
$35M +$1.6M +18,045 +5%
QI
18
QS Investors
New York
$33.4M +$32.6M +366,901 +4,402%
ACM
19
Armbruster Capital Management
New York
$32.7M -$544K -6,120 -2%
BlackRock
20
BlackRock
New York
$31.3M +$4.13M +46,516 +15%
CFA
21
Carroll Financial Associates
North Carolina
$31.1M +$377K +4,238 +1%
3AM
22
3D Asset Management
Connecticut
$29.7M -$920K -10,355 -3%
AG
23
Advisor Group
Arizona
$28.7M +$26.9M +302,319 +1,507%
Wells Fargo
24
Wells Fargo
California
$27.4M +$20.8M +233,857 +315%
LPL Financial
25
LPL Financial
California
$26.7M -$2.85M -32,051 -10%
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