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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 %
MSWMA
276
Market Street Wealth Management Advisors
Indiana
$2.74M +$667K +3,848 +32%
HH
277
Hilltop Holdings
Texas
$2.74M -$30.9K -178 -1%
TSA
278
Tri-Star Advisors
Texas
$2.73M +$85.7K +494 +3%
SCM
279
SevenOneSeven Capital Management
Pennsylvania
$2.72M +$2.72M +15,663 New
SB
280
Strategic Blueprint
Georgia
$2.67M +$602K +3,469 +29%
Renaissance Technologies
281
Renaissance Technologies
New York
$2.67M +$2.67M +15,400 New
LWM
282
Liberty Wealth Management
California
$2.67M +$460K +2,652 +21%
RFN
283
RDA Financial Network
Iowa
$2.61M -$49.2K -284 -2%
WCG
284
Weaver Consulting Group
California
$2.57M +$321K +1,852 +14%
MPW
285
MA Private Wealth
California
$2.55M +$372K +2,146 +17%
MFGP
286
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.51M -$28.6K -165 -1%
LB
287
Leo Brokerage
Texas
$2.49M +$178K +1,029 +8%
AAS
288
Avantax Advisory Services
Texas
$2.49M +$59.9K +343 +2%
VWA
289
Visionary Wealth Advisors
Illinois
$2.47M +$460K +2,654 +23%
HIM
290
HawsGoodwin Investment Management
Tennessee
$2.44M -$854K -4,923 -26%
BAM
291
Belpointe Asset Management
Nevada
$2.4M -$297K -1,711 -11%
SIA
292
Strategic Investment Advisors
Michigan
$2.4M +$13.4K +77 +0.6%
VC
293
Vicus Capital
Pennsylvania
$2.39M -$3.82M -22,020 -62%
TA
294
TrueWealth Advisors
Alabama
$2.36M +$240K +1,385 +11%
PAM
295
Peak Asset Management
Colorado
$2.33M +$94K +542 +4%
EP
296
Eudaimonia Partners
Tennessee
$2.31M -$1.57M -9,047 -41%
AWA
297
Arete Wealth Advisors
Illinois
$2.29M +$1.91M +11,404 +515%
CFD
298
Creative Financial Designs
Indiana
$2.28M -$79.9K -461 -3%
SXL
299
Summit X LLC
Missouri
$2.24M -$34.9K -200 -2%
PFS
300
Prospera Financial Services
Texas
$2.22M -$10.2K -59 -0.5%
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