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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 %
VFM
276
Vivid Financial Management
California
$2.12M -$1.33M -7,591 -39%
EP
277
Eudaimonia Partners
Tennessee
$2.11M -$228K -1,299 -10%
AIA
278
Avalon Investment & Advisory
Texas
$2.08M – – –
AIP
279
Ahrens Investment Partners
Louisiana
$2.08M +$1.79M +10,175 +619%
SB
280
Strategic Blueprint
Georgia
$2.07M -$636K -3,620 -23%
GC
281
GFG Capital
Florida
$2.06M -$105M -595,536 -98%
WIA
282
World Investment Advisors
California
$2M -$122K -697 -6%
CIBC World Market
283
CIBC World Market
Ontario, Canada
$1.94M +$1.94M +11,031 New
CWM
284
CCG Wealth Management
California
$1.91M – – –
CA
285
Continuum Advisory
Idaho
$1.89M +$894K +5,091 +90%
BAM
286
Bruderman Asset Management
New York
$1.88M +$1.88M +10,709 New
SC
287
Scotia Capital
Ontario, Canada
$1.88M +$31.1K +177 +2%
CFD
288
Creative Financial Designs
Indiana
$1.87M -$437K -2,490 -19%
OIA
289
OneDigital Investment Advisors
Kansas
$1.86M +$194K +1,104 +12%
WQ
290
Wealth Quarterback
New Jersey
$1.85M +$91.3K +604 +5%
IC
291
Inscription Capital
Texas
$1.85M +$1.85M +10,540 New
BWM
292
BCGM Wealth Management
Indiana
$1.85M -$245K -1,285 -12%
HTC
293
Haverford Trust Company
Pennsylvania
$1.85M +$83.2K +474 +5%
IF
294
Intrua Financial
Texas
$1.83M +$731K +3,904 +66%
GWM
295
Geneos Wealth Management
Colorado
$1.83M +$6.92K +39 +0.4%
CWM
296
Centric Wealth Management
Illinois
$1.78M -$20K -114 -1%
HB
297
Homrich & Berg
Georgia
$1.78M -$75.9K -432 -4%
IWM
298
IHT Wealth Management
Illinois
$1.73M -$210K -1,196 -11%
CBFP
299
Cedar Brook Financial Partners
Ohio
$1.72M -$324K -1,845 -16%
OPWM
300
Oakwell Private Wealth Management
Texas
$1.72M +$189K +1,077 +12%
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