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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

653 hedge funds and large institutions have $11.2B invested in iShares MSCI USA Momentum Factor ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 258 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-34
Holders Change %
-4.95%
% of All Funds
11.47%
Holding in Top 10
94
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.05%
% of All Funds
1.65%
New
59
Increased
247
Reduced
258
Closed
78
Calls
$6.43M
Puts
$3.98M
Net Calls
+$2.46M
Net Calls Change
-$1.36M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$247M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$214M
3
SOMRS
State of Michigan Retirement System
Michigan
+$160M
4
HI
Horizon Investments
North Carolina
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$101M

Top Sellers

1
Citigroup
Citigroup
New York
-$134M
2
GC
GFG Capital
Florida
-$105M
3
BlackRock
BlackRock
New York
-$91.1M
4
Bank of America
Bank of America
North Carolina
-$82.2M
5
Morgan Stanley
Morgan Stanley
New York
-$77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
226
Southland Equity Partners
Missouri
$3.49M +$9.13K +52 +0.3%
BPA
227
Beacon Pointe Advisors
California
$3.38M +$589K +3,353 +21%
BCI
228
Brinker Capital Investments
Pennsylvania
$3.34M -$64.6K -368 -2%
OCM
229
Orion Capital Management
California
$3.34M +$176 +1 +0%
GCA
230
Genesee Capital Advisors
New York
$3.32M +$3.32M +18,920 New
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$3.31M +$3.31M +18,823 New
RJT
232
Raymond James Trust
Florida
$3.28M +$98.3K +560 +3%
GLA
233
Good Life Advisors
Pennsylvania
$3.28M +$1.46M +8,302 +80%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$3.23M -$391K -2,228 -11%
ELI
235
Empire Life Investments
Ontario, Canada
$3.21M +$404K +2,300 +14%
CAG
236
Crestwood Advisors Group
Massachusetts
$3.2M -$265K -1,507 -8%
FF
237
FourThought Financial
Florida
$3.19M +$26.3K +150 +0.8%
GIA
238
Goodwin Investment Advisory
Georgia
$3.18M -$288K -1,627 -8%
ECG
239
Edge Capital Group
Georgia
$3.12M +$264K +1,503 +9%
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$3.09M -$135K -766 -4%
CFO
241
CVA Family Office
Colorado
$3.03M -$202K -1,368 -6%
EFL
242
ERn Financial LLC
Wisconsin
$3.01M -$239K -1,361 -7%
VA
243
Valmark Advisers
Ohio
$3M +$3M +17,079 New
HH
244
Hilltop Holdings
Texas
$2.95M +$177K +1,007 +6%
Brown Advisory
245
Brown Advisory
Maryland
$2.94M -$168K -956 -5%
JPG
246
Jordan Park Group
California
$2.92M +$2.92M +16,618 New
VWA
247
V Wealth Advisors
Kansas
$2.91M -$83.8K -477 -3%
BB
248
Busey Bank
Illinois
$2.89M -$97.5K -555 -3%
FG
249
Foster Group
Iowa
$2.88M +$715K +4,072 +33%
CFG
250
Cooper Financial Group
California
$2.84M -$5.51M -31,367 -66%
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