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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 %
PAM
301
Peak Asset Management
Colorado
$2.07M -$132K -821 -6%
PFS
302
Prospera Financial Services
Texas
$2.06M +$1.3M +8,084 +171%
MPW
303
MA Private Wealth
California
$2.02M +$2.02M +12,573 New
CBFP
304
Cedar Brook Financial Partners
Ohio
$1.96M +$21.1K +131 +1%
WIA
305
World Investment Advisors
California
$1.95M -$136K -846 -6%
SL
306
SWMG LLC
Texas
$1.95M -$509K -3,163 -21%
DT
307
Diversified Trust
Tennessee
$1.93M -$6.48M -40,273 -77%
MSWMA
308
Market Street Wealth Management Advisors
Indiana
$1.93M +$1.93M +11,974 New
IA
309
Insight Advisors
Pennsylvania
$1.92M -$122K -707 -6%
FWIA
310
Fort Washington Investment Advisors
Ohio
$1.92M – – –
SB
311
Strategic Blueprint
Georgia
$1.92M +$1.92M +11,943 New
AIA
312
Avalon Investment & Advisory
Texas
$1.91M – – –
CCFM
313
Clear Creek Financial Management
Washington
$1.87M -$12.5M -72,350 -87%
VWA
314
Visionary Wealth Advisors
Illinois
$1.86M +$150K +930 +9%
IC
315
Inscription Capital
Texas
$1.86M +$1.86M +11,586 New
WPIC
316
White Pine Investment Company
Michigan
$1.86M -$79.3K -493 -4%
APW
317
Austin Private Wealth
Texas
$1.84M +$1.84M +11,447 New
GT
318
Greenleaf Trust
Michigan
$1.83M +$32.2K +200 +2%
MW
319
MBL Wealth
North Carolina
$1.83M +$543K +3,374 +42%
ELI
320
Empire Life Investments
Ontario, Canada
$1.83M -$1.05M -6,500 -36%
4WM
321
4J Wealth Management
Virginia
$1.81M -$20.1K -125 -1%
Simplex Trading
322
Simplex Trading
Illinois
$1.79M +$1.65M +10,255 +1,175%
CWM
323
CCG Wealth Management
California
$1.75M -$965 -6 -0.1%
HB
324
Homrich & Berg
Georgia
$1.71M +$60.1K +374 +4%
VWM
325
Valley Wealth Managers
New Jersey
$1.7M +$205K +1,273 +14%
11 12
13
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