MTUM icon

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 %
WCG
251
Weaver Consulting Group
California
$2.83M +$224K +1,278 +9%
UCFA
252
United Capital Financial Advisors
Texas
$2.83M -$284K -1,616 -9%
ASN
253
Advisory Services Network
Georgia
$2.8M -$1.03M -5,868 -27%
MSWMA
254
Market Street Wealth Management Advisors
Indiana
$2.8M +$17.9K +102 +0.6%
SCM
255
SevenOneSeven Capital Management
Pennsylvania
$2.8M +$44.9K +256 +2%
RFN
256
RDA Financial Network
Iowa
$2.78M +$133K +760 +5%
CA
257
CGN Advisors
Kansas
$2.73M -$284K -1,616 -9%
LNC
258
Lincoln National Corp
Pennsylvania
$2.7M -$98.2K -559 -4%
HAS
259
HBW Advisory Services
California
$2.69M +$2.09M +11,910 +347%
FC
260
Fulcrum Capital
Washington
$2.67M +$2.67M +15,190 New
WP
261
WealthShield Partners
North Carolina
$2.64M -$14.9M -84,665 -85%
LB
262
Leo Brokerage
Texas
$2.59M +$66.4K +378 +3%
VWA
263
Visionary Wealth Advisors
Illinois
$2.57M +$72.5K +413 +3%
MFGP
264
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.54M – – –
MW
265
MBL Wealth
North Carolina
$2.54M +$2.54M +14,453 New
AAS
266
Avantax Advisory Services
Texas
$2.54M +$26.2K +149 +1%
SIA
267
Strategic Investment Advisors
Michigan
$2.51M +$80.6K +459 +3%
HIM
268
HawsGoodwin Investment Management
Tennessee
$2.49M +$23.4K +133 +0.9%
PAM
269
Peak Asset Management
Colorado
$2.49M +$128K +728 +5%
VC
270
Vicus Capital
Pennsylvania
$2.42M +$4.21K +24 +0.2%
OBWG
271
Onyx Bridge Wealth Group
New York
$2.35M -$25.2M -136,130 -91%
SFG
272
Snider Financial Group
Washington
$2.34M +$48.4K +254 +2%
SC
273
Sepio Capital
Utah
$2.29M +$471K +2,681 +26%
BAM
274
Belpointe Asset Management
Nevada
$2.21M -$218K -1,241 -9%
HF
275
HRT Financial
New York
$2.19M +$2.19M +12,478 New
9 10
11
12 13