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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 %
SL
301
SWMG LLC
Texas
$2.18M +$79.2K +457 +4%
APW
302
Austin Private Wealth
Texas
$2.18M +$190K +1,098 +10%
IA
303
IFP Advisors
Florida
$2.17M -$1.98M -11,324 -48%
C1AG
304
Client 1st Advisory Group
Florida
$2.15M +$999K +5,759 +87%
SCA
305
Snowden Capital Advisors
New York
$2.14M -$331K -1,911 -13%
FG
306
Foster Group
Iowa
$2.14M +$829K +4,780 +63%
AA
307
Advisory Alpha
Michigan
$2.12M +$2.12M +12,240 New
WIA
308
World Investment Advisors
California
$2.09M -$21.3K -123 -1%
AIA
309
Avalon Investment & Advisory
Texas
$2.06M – – –
FWIA
310
Fort Washington Investment Advisors
Ohio
$2.05M -$22.5K -130 -1%
SFG
311
Snider Financial Group
Washington
$2.04M +$2.04M +12,024 New
CBFP
312
Cedar Brook Financial Partners
Ohio
$2.02M -$90.7K -523 -4%
WQ
313
Wealth Quarterback
New Jersey
$2.02M +$2.02M +11,647 New
HWMA
314
Heritage Wealth Management (Arizona)
Arizona
$1.97M -$348K -2,006 -15%
BWM
315
BCGM Wealth Management
Indiana
$1.92M -$3.18M -18,164 -62%
IWM
316
IHT Wealth Management
Illinois
$1.91M +$352K +2,031 +23%
CWM
317
CCG Wealth Management
California
$1.89M – – –
4WM
318
4J Wealth Management
Virginia
$1.88M -$71.3K -411 -4%
BHWM
319
Bay Harbor Wealth Management
Maryland
$1.88M +$95.7K +552 +5%
CWS
320
Cypress Wealth Services
California
$1.84M -$722K -4,166 -28%
OWA
321
One Wealth Advisors
California
$1.84M +$668K +3,853 +57%
HB
322
Homrich & Berg
Georgia
$1.83M -$18.4K -106 -1%
SC
323
Scotia Capital
Ontario, Canada
$1.82M +$289K +1,665 +19%
GLA
324
Good Life Advisors
Pennsylvania
$1.8M -$2.03M -11,679 -53%
SC
325
Sepio Capital
Utah
$1.8M -$4.16K -24 -0.2%
11 12
13
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