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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+53
Holders Change %
+19.13%
% of All Funds
7.57%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
1.22%
New
79
Increased
171
Reduced
63
Closed
24
Calls
$526K
Puts
$6.04M
Net Calls
-$5.51M
Net Calls Change
+$1.96M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$221M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
3
PIM
Parker Investment Management
California
+$87.4M
4
Bank of America
Bank of America
North Carolina
+$84.7M
5
UBS Group
UBS Group
Switzerland
+$58.8M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$42M
2
TWA
Tillar-Wenstrup Advisors
Ohio
-$10.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$8.95M
4
MML Investors Services
MML Investors Services
Massachusetts
-$6.49M
5
XS
XR Securities
Illinois
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$386M +$115M +1,077,356 +42%
Bank of America
2
Bank of America
North Carolina
$258M +$84.7M +799,573 +49%
HI
3
Horizon Investments
North Carolina
$221M +$221M +2,090,345 New
EMPI
4
Elo Mutual Pension Insurance
Finland
$221M +$221M +2,085,000 New
KeyBank National Association
5
KeyBank National Association
Ohio
$201M +$25.5M +240,789 +15%
Morgan Stanley
6
Morgan Stanley
New York
$194M +$40.2M +379,504 +26%
Ameriprise
7
Ameriprise
Minnesota
$183M +$8.33M +78,581 +5%
UBS Group
8
UBS Group
Switzerland
$179M +$58.8M +555,059 +49%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$120M +$15.3M +144,062 +15%
LPL Financial
10
LPL Financial
California
$119M +$31.3M +295,806 +36%
PIM
11
Parker Investment Management
California
$108M +$87.4M +825,524 +435%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$89.4M +$5.61M +52,951 +7%
Wells Fargo
13
Wells Fargo
California
$78.6M +$26.4M +249,370 +51%
AG
14
Advisor Group
Arizona
$75.4M +$11.5M +108,650 +18%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$73.1M +$7.5M +70,200 +11%
BCI
16
Brinker Capital Investments
Pennsylvania
$69M +$23.6M +222,472 +52%
Allianz Asset Management
17
Allianz Asset Management
Germany
$69M +$24.4M +230,445 +55%
BDF
18
Balasa Dinverno & Foltz
$67.4M -$78.3K -739 -0.1%
CCMG
19
Clark Capital Management Group
Pennsylvania
$63.6M +$2.99M +28,268 +5%
FIG
20
FundX Investment Group
California
$62.9M +$1.14M +10,733 +2%
CAN
21
Cetera Advisor Networks
California
$56.2M +$47.6M +449,488 +556%
CPO
22
Cerity Partners OCIO
New York
$54.4M +$1.74M +16,389 +3%
DT
23
Diversified Trust
Tennessee
$52.7M +$1.43M +13,456 +3%
USAA
24
United Services Automobile Association
Texas
$50.6M – – –
BlackRock
25
BlackRock
New York
$46.5M +$1.72M +16,254 +4%
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