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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

277 hedge funds and large institutions have $3.23B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 109 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+77
Holders Change %
+38.5%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.89%
New
91
Increased
109
Reduced
60
Closed
13
Calls
$486K
Puts
$7.96M
Net Calls
-$7.48M
Net Calls Change
-$5.86M

Top Buyers

1
SCA
Stuart Chaussee & Associates
California
$42M
2
LPL Financial
LPL Financial
California
$85.7M
3
KeyBank National Association
KeyBank National Association
Ohio
$171M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
QA
Quantitative Advantage
Minnesota
$24.7M

Top Sellers

1
USAA
United Services Automobile Association
Texas
$49.3M
2
QI
QS Investors
New York
$38.3M
3
Goldman Sachs
Goldman Sachs
New York
$5.44M
4
Jane Street
Jane Street
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$263M -$1.29M -12,528 -0.5%
KeyBank National Association
2
KeyBank National Association
Ohio
$171M +$27.8M +269,911 +19%
Ameriprise
3
Ameriprise
Minnesota
$169M +$13.1M +127,390 +8%
Bank of America
4
Bank of America
North Carolina
$169M +$20.9M +202,823 +14%
Morgan Stanley
5
Morgan Stanley
New York
$150M +$26.8M +260,197 +22%
UBS Group
6
UBS Group
Switzerland
$117M +$14.8M +143,388 +15%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$102M +$3.08M +29,865 +3%
LPL Financial
8
LPL Financial
California
$85.7M +$37.2M +360,435 +77%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$81.7M +$2.11M +20,424 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$67M +$5.41M +49,651 +9%
BDF
11
Balasa Dinverno & Foltz
$65.7M +$127K +1,236 +0.2%
AG
12
Advisor Group
Arizona
$62.2M +$2.98M +28,928 +5%
FIG
13
FundX Investment Group
California
$60.2M +$7.81M +75,750 +15%
CCMG
14
Clark Capital Management Group
Pennsylvania
$59M +$1.87M +18,162 +3%
CPO
15
Cerity Partners OCIO
New York
$51.3M +$9.48M +91,889 +23%
Wells Fargo
16
Wells Fargo
California
$50.8M +$7.89M +76,550 +18%
DT
17
Diversified Trust
Tennessee
$49.9M +$77K +747 +0.2%
USAA
18
United Services Automobile Association
Texas
$49.3M -$16.9M -163,600 -25%
BCI
19
Brinker Capital Investments
Pennsylvania
$44.2M +$568K +5,511 +1%
BlackRock
20
BlackRock
New York
$43.6M +$3.91M +37,936 +10%
Allianz Asset Management
21
Allianz Asset Management
Germany
$43.4M – – –
SCA
22
Stuart Chaussee & Associates
California
$42M +$42M +405,319 New
QI
23
QS Investors
New York
$38.3M -$13.4M -129,931 -26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$35M +$4.93M +47,822 +16%
ACM
25
Armbruster Capital Management
New York
$34.1M -$3.83M -37,143 -10%
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