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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

687 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 304 increasing their positions, 227 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
11.99%
Holding in Top 10
95
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.66%
New
72
Increased
304
Reduced
227
Closed
63
Calls
$7.43M
Puts
$3.61M
Net Calls
+$3.82M
Net Calls Change
+$27.7M

Top Buyers

1
Citigroup
Citigroup
New York
+$130M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$110M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$81.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$216M
2
USAA
United Services Automobile Association
Texas
-$94.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$94.6M
4
AI
AdvisorShares Investments
Maryland
-$39.3M
5
Goldman Sachs
Goldman Sachs
New York
-$38.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Monument Capital Management
Virginia
$4.07M -$57.9K -334 -1%
SW
227
SteelPeak Wealth
California
$4.02M -$2.24M -12,896 -36%
MA
228
Mutual Advisors
Nebraska
$3.99M +$227K +1,309 +6%
PA
229
PFG Advisors
Arizona
$3.97M +$274K +1,580 +7%
BCM
230
Brookstone Capital Management
Illinois
$3.94M -$679K -3,924 -15%
LS
231
Leelyn Smith
Illinois
$3.86M +$29K +167 +0.8%
WWM
232
Western Wealth Management
Colorado
$3.82M +$511K +2,953 +15%
VIM
233
Vista Investment Management
Pennsylvania
$3.8M +$101K +583 +3%
CFO
234
CVA Family Office
Colorado
$3.8M +$190K +1,093 +5%
PWA
235
Physician Wealth Advisors
Utah
$3.8M +$239K +1,378 +7%
ASN
236
Advisory Services Network
Georgia
$3.79M +$445K +2,567 +13%
SAM
237
Stringer Asset Management
Tennessee
$3.78M -$1.2M -6,921 -24%
JWCA
238
J.W. Cole Advisors
Florida
$3.75M -$8.32K -48 -0.2%
PPWM
239
PFG Private Wealth Management
Florida
$3.73M +$54.3K +313 +1%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$3.58M +$334K +1,928 +10%
NEPWA
241
New England Private Wealth Advisors
Massachusetts
$3.56M +$2.78K +16 +0.1%
SBIA
242
Sheaff Brock Investment Advisors
Indiana
$3.45M +$386K +2,225 +13%
Prudential Financial
243
Prudential Financial
New Jersey
$3.45M +$514K +2,964 +18%
SEP
244
Southland Equity Partners
Missouri
$3.44M +$259K +1,492 +8%
HGWM
245
Horst & Graben Wealth Management
Oregon
$3.43M +$504K +2,908 +17%
CAG
246
Crestwood Advisors Group
Massachusetts
$3.42M -$11.9M -68,491 -78%
GIA
247
Goodwin Investment Advisory
Georgia
$3.42M +$375K +2,151 +12%
VFM
248
Vivid Financial Management
California
$3.41M -$318K -1,833 -9%
BWP
249
Bernardo Wealth Planning
Pennsylvania
$3.41M +$2.45M +14,116 +256%
BCI
250
Brinker Capital Investments
Pennsylvania
$3.37M -$215K -1,242 -6%
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