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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

200 hedge funds and large institutions have $2.62B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+35
Holders Change %
+21.21%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.67%
New
48
Increased
94
Reduced
40
Closed
10
Calls
$387K
Puts
$2M
Net Calls
-$1.61M
Net Calls Change
-$1.4M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$245M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$35.1M
3
Morgan Stanley
Morgan Stanley
New York
$114M
4
MML Investors Services
MML Investors Services
Massachusetts
$30.5M
5
KeyBank National Association
KeyBank National Association
Ohio
$133M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
$18.4M
2
CAN
Cetera Advisor Networks
California
$7.18M
3
LMIM
Lockheed Martin Investment Management
Maryland
$1.28M
4
DT
Diversified Trust
Tennessee
$46.2M
5
VF
Virtu Financial
New York
$396K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$245M +$125M +1,310,352 +105%
Ameriprise
2
Ameriprise
Minnesota
$146M +$16.2M +168,815 +13%
Bank of America
3
Bank of America
North Carolina
$137M +$23.5M +245,708 +21%
KeyBank National Association
4
KeyBank National Association
Ohio
$133M +$27.5M +287,181 +26%
Morgan Stanley
5
Morgan Stanley
New York
$114M +$28.3M +295,841 +33%
UBS Group
6
UBS Group
Switzerland
$94.5M +$19.8M +206,601 +26%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$91.6M +$16.9M +177,137 +23%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$73.8M +$15.6M +162,866 +27%
USAA
9
United Services Automobile Association
Texas
$61.4M – – –
BDF
10
Balasa Dinverno & Foltz
$60.8M +$276K +2,882 +0.5%
AG
11
Advisor Group
Arizona
$54.9M +$24.1M +251,499 +78%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$54.8M +$3.64M +37,535 +7%
CCMG
13
Clark Capital Management Group
Pennsylvania
$53M +$12.3M +128,407 +30%
FIG
14
FundX Investment Group
California
$48.6M -$2.1M -21,934 -4%
QI
15
QS Investors
New York
$48M +$12.1M +126,169 +34%
DT
16
Diversified Trust
Tennessee
$46.2M -$5.37M -56,124 -10%
LPL Financial
17
LPL Financial
California
$45M +$16.3M +170,048 +57%
BCI
18
Brinker Capital Investments
Pennsylvania
$40.5M +$1.27M +13,224 +3%
Allianz Asset Management
19
Allianz Asset Management
Germany
$40.3M +$199K +2,084 +0.5%
Wells Fargo
20
Wells Fargo
California
$39.8M +$10.3M +107,590 +35%
CPO
21
Cerity Partners OCIO
New York
$38.7M +$1.11M +11,650 +3%
BlackRock
22
BlackRock
New York
$36.8M +$3.11M +32,506 +9%
ACM
23
Armbruster Capital Management
New York
$35.2M -$5.93K -62 -0%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$35.1M +$35.1M +367,052 New
3AM
25
3D Asset Management
Connecticut
$32.4M +$345K +3,607 +1%
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