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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 %
EFL
251
ERn Financial LLC
Wisconsin
$3.25M -$358K -2,225 -10%
GCA
252
Genesee Capital Advisors
New York
$3.2M -$237K -1,476 -7%
FF
253
FourThought Financial
Florida
$3.2M -$24.4K -152 -0.8%
KFGK
254
Keystone Financial Group (Kentucky)
Kentucky
$3.17M +$242K +1,502 +8%
IAN
255
Integrated Advisors Network
Texas
$3.12M +$1.07M +6,652 +52%
UWPG
256
Ullmann Wealth Partners Group
Florida
$3.12M +$1.12M +6,989 +56%
ASN
257
Advisory Services Network
Georgia
$3.1M -$7.8M -48,503 -72%
DC
258
Davenport & Co
Virginia
$3.08M -$1.49M -9,256 -33%
WWM
259
Western Wealth Management
Colorado
$3.07M +$128K +796 +4%
HIM
260
HawsGoodwin Investment Management
Tennessee
$3.05M +$3.05M +18,965 New
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$3.01M +$831K +5,168 +38%
SEP
262
Southland Equity Partners
Missouri
$2.95M +$222K +1,377 +8%
NR
263
Newfound Research
Massachusetts
$2.92M -$843K -5,240 -22%
BB
264
Busey Bank
Illinois
$2.88M -$157K -979 -5%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$2.84M +$28K +174 +1%
MAG
266
MRA Advisory Group
New Jersey
$2.83M +$560K +3,483 +25%
OCM
267
Orion Capital Management
California
$2.81M +$100K +624 +4%
UCFA
268
United Capital Financial Advisors
Texas
$2.8M -$12.5M -77,654 -82%
GIA
269
Goodwin Investment Advisory
Georgia
$2.76M +$2.76M +17,422 New
GWM
270
Geneos Wealth Management
Colorado
$2.75M -$130K -756 -5%
Brown Advisory
271
Brown Advisory
Maryland
$2.75M -$28.2K -175 -1%
FTUS
272
Flow Traders U.S.
New York
$2.73M +$1.53M +9,503 +128%
CS
273
Comerica Securities
Michigan
$2.72M +$1.55M +9,666 +133%
Prudential Financial
274
Prudential Financial
New Jersey
$2.72M +$2.42M +15,024 +795%
HGWM
275
Horst & Graben Wealth Management
Oregon
$2.72M +$2.36M +14,662 +657%
9 10
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