MTUM icon

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 %
RJT
276
Raymond James Trust
Florida
$2.69M +$2.69M +16,703 New
TSA
277
Tri-Star Advisors
Texas
$2.67M +$2.67M +15,229 New
CA
278
CGN Advisors
Kansas
$2.65M -$52K -323 -2%
BCA
279
Biltmore Capital Advisors
New Jersey
$2.64M +$2.33M +14,466 +737%
SMG
280
Spectrum Management Group
Indiana
$2.6M +$2.6M +16,133 New
HH
281
Hilltop Holdings
Texas
$2.57M -$19.6K -122 -0.8%
OAP
282
One Advisory Partners
Kansas
$2.54M +$2.54M +15,806 New
ECG
283
Edge Capital Group
Georgia
$2.53M +$89.9K +559 +4%
BAM
284
Belpointe Asset Management
Nevada
$2.5M -$68.4K -425 -3%
RFN
285
RDA Financial Network
Iowa
$2.47M +$123K +766 +5%
CWS
286
Cypress Wealth Services
California
$2.38M +$1.77M +10,995 +291%
MFGP
287
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.36M +$164K +1,018 +7%
LNC
288
Lincoln National Corp
Pennsylvania
$2.3M -$39.9K -248 -2%
SCA
289
Snowden Capital Advisors
New York
$2.29M +$1.3M +8,094 +131%
FCA
290
FLC Capital Advisors
California
$2.25M +$2.25M +13,964 New
AAS
291
Avantax Advisory Services
Texas
$2.24M +$107K +668 +5%
SIA
292
Strategic Investment Advisors
Michigan
$2.21M +$224K +1,390 +11%
CFD
293
Creative Financial Designs
Indiana
$2.19M +$38.8K +241 +2%
HWMA
294
Heritage Wealth Management (Arizona)
Arizona
$2.15M +$2.15M +13,389 New
LB
295
Leo Brokerage
Texas
$2.15M +$226K +1,404 +12%
LWM
296
Liberty Wealth Management
California
$2.14M – – –
BPA
297
Beacon Pointe Advisors
California
$2.11M +$12.7K +79 +0.6%
TA
298
TrueWealth Advisors
Alabama
$2.09M -$81.9K -479 -4%
SXL
299
Summit X LLC
Missouri
$2.09M +$1.06M +6,570 +102%
WCG
300
Weaver Consulting Group
California
$2.09M +$80.3K +499 +4%
10 11
12
13 14