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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 %
OCM
251
Orion Capital Management
California
$3.3M +$265K +1,528 +9%
FTUS
252
Flow Traders U.S.
New York
$3.27M +$331K +1,910 +11%
FFS
253
Founders Financial Securities
Maryland
$3.27M +$2.48M +14,286 +313%
EFL
254
ERn Financial LLC
Wisconsin
$3.21M -$293K -1,688 -8%
MAG
255
MRA Advisory Group
New Jersey
$3.21M +$159K +915 +5%
BCA
256
Biltmore Capital Advisors
New Jersey
$3.2M +$350K +2,018 +12%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$3.18M -$238K -1,372 -7%
RJT
258
Raymond James Trust
Florida
$3.14M +$243K +1,401 +8%
HFS
259
Horizon Financial Services
North Carolina
$3.13M -$5.92M -34,157 -65%
FF
260
FourThought Financial
Florida
$3.13M -$319K -1,841 -9%
CSWG
261
Cardinal Strategic Wealth Guidance
Kentucky
$3.11M -$1.85M -10,684 -37%
UCFA
262
United Capital Financial Advisors
Texas
$3.07M +$53.8K +310 +2%
Brown Advisory
263
Brown Advisory
Maryland
$3.07M +$107K +615 +4%
CGFA
264
Colton Groome Financial Advisors
North Carolina
$3.01M +$3.01M +17,330 New
CA
265
CGN Advisors
Kansas
$2.98M +$121K +700 +4%
CS
266
Comerica Securities
Michigan
$2.96M +$29.3K +169 +1%
LWA
267
Lineweaver Wealth Advisors
Ohio
$2.96M +$2.96M +17,082 New
VWA
268
V Wealth Advisors
Kansas
$2.95M -$4.41M -25,418 -60%
BB
269
Busey Bank
Illinois
$2.95M -$156K -899 -5%
SMG
270
Spectrum Management Group
Indiana
$2.94M +$146K +844 +5%
ECG
271
Edge Capital Group
Georgia
$2.82M +$94.2K +543 +3%
OAP
272
One Advisory Partners
Kansas
$2.78M +$37.3K +215 +1%
ELI
273
Empire Life Investments
Ontario, Canada
$2.77M +$798K +4,600 +41%
LNC
274
Lincoln National Corp
Pennsylvania
$2.77M +$289K +1,665 +12%
BPA
275
Beacon Pointe Advisors
California
$2.75M +$480K +2,769 +21%
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