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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

685 hedge funds and large institutions have $10.1B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 276 increasing their positions, 218 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+46
Holders Change %
+7.2%
% of All Funds
12.06%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.67%
New
123
Increased
276
Reduced
218
Closed
71
Calls
$23.1M
Puts
$47.1M
Net Calls
-$23.9M
Net Calls Change
-$11.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$459M
2
RJA
Raymond James & Associates
Florida
+$269M
3
BlackRock
BlackRock
New York
+$136M
4
LPL Financial
LPL Financial
California
+$54.9M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$53.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$97.1M
2
SG Americas Securities
SG Americas Securities
New York
-$91.1M
3
TEE
Tibra Equities Europe
United Kingdom
-$91.1M
4
SS
Simplicity Solutions
Minnesota
-$57.8M
5
ACG
Arch Capital Group
Bermuda
-$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
Exencial Wealth Advisors
Oklahoma
$3.98M +$138K +856 +4%
SWP
227
Strategic Wealth Partners
Ohio
$3.94M +$51.3K +319 +1%
WSTAM
228
Wilbanks Smith & Thomas Asset Management
Virginia
$3.94M +$3.94M +24,495 New
MCM
229
Monument Capital Management
Virginia
$3.83M -$86.9K -540 -2%
MWP
230
Meridian Wealth Partners
Pennsylvania
$3.83M +$3.83M +23,805 New
WI
231
Wintrust Investments
Illinois
$3.83M +$3.83M +23,781 New
IA
232
IFP Advisors
Florida
$3.79M +$8.16K +51 +0.2%
IWP
233
Icon Wealth Partners
Texas
$3.69M +$3.44M +21,390 +1,368%
EP
234
Eudaimonia Partners
Tennessee
$3.59M -$71.1K -442 -2%
LS
235
Leelyn Smith
Illinois
$3.55M +$817K +5,077 +30%
GLA
236
Good Life Advisors
Pennsylvania
$3.54M +$275K +1,715 +8%
MA
237
Mutual Advisors
Nebraska
$3.49M +$764K +4,747 +28%
JWCA
238
J.W. Cole Advisors
Florida
$3.49M +$16.1K +100 +0.5%
VFM
239
Vivid Financial Management
California
$3.46M +$3.46M +21,486 New
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$3.46M +$150K +931 +5%
VIM
241
Vista Investment Management
Pennsylvania
$3.44M +$76.7K +477 +2%
PA
242
PFG Advisors
Arizona
$3.42M +$680K +4,230 +25%
SHJ
243
Sharkey, Howes & Javer
Colorado
$3.41M +$3.41M +21,208 New
PWA
244
Physician Wealth Advisors
Utah
$3.41M -$336K -2,030 -9%
FFN
245
Focus Financial Network
Minnesota
$3.41M -$9.97M -61,964 -75%
PPWM
246
PFG Private Wealth Management
Florida
$3.41M -$1.83M -11,367 -35%
CFO
247
CVA Family Office
Colorado
$3.35M +$49.9K +310 +2%
Jane Street
248
Jane Street
New York
$3.34M +$2.25M +14,009 +208%
BCI
249
Brinker Capital Investments
Pennsylvania
$3.32M -$122K -756 -4%
NEPWA
250
New England Private Wealth Advisors
Massachusetts
$3.3M -$501K -3,109 -13%
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