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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 %
WLIM
301
White Lighthouse Investment Management
Massachusetts
$1.71M -$17.6K -100 -1%
C1AG
302
Client 1st Advisory Group
Florida
$1.69M -$488K -2,778 -22%
PFS
303
Prospera Financial Services
Texas
$1.68M -$560K -3,189 -25%
CWP
304
CFM Wealth Partners
Texas
$1.63M +$142K +807 +10%
CW
305
CreativeOne Wealth
Kansas
$1.59M -$4.72M -26,892 -75%
WPIC
306
White Pine Investment Company
Michigan
$1.57M -$184K -1,046 -10%
NA
307
NewEdge Advisors
Louisiana
$1.57M -$14.5M -82,662 -90%
AI
308
Atom Investors
Texas
$1.56M +$738K +4,201 +89%
BCA
309
Bay Colony Advisors
Massachusetts
$1.55M -$50.6K -288 -3%
PAA
310
Peregrine Asset Advisers
Oregon
$1.53M -$48.5K -276 -3%
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$1.52M -$476K -2,709 -24%
PWA
312
Physician Wealth Advisors
Utah
$1.51M -$2.53M -13,733 -63%
4WM
313
4J Wealth Management
Virginia
$1.49M -$408K -2,324 -21%
DT
314
Diversified Trust
Tennessee
$1.49M -$8.08K -46 -0.5%
BCM
315
Brookstone Capital Management
Illinois
$1.49M -$2.58M -14,431 -63%
AA
316
Advisory Alpha
Michigan
$1.49M -$660K -3,756 -31%
PCA
317
Peddock Capital Advisors
Massachusetts
$1.48M +$9.66K +55 +0.7%
BCM
318
Barometer Capital Management
Ontario, Canada
$1.48M +$228K +1,300 +18%
DE
319
Day & Ennis
Georgia
$1.46M +$76.1K +433 +5%
CA
320
Calton & Associates
Florida
$1.46M +$369K +2,102 +34%
DWM
321
Dakota Wealth Management
Florida
$1.44M -$80.2K -457 -5%
CWS
322
Cypress Wealth Services
California
$1.4M -$463K -2,634 -25%
CWA
323
Clarus Wealth Advisors
Arizona
$1.39M +$35.7K +201 +3%
FCA
324
FLC Capital Advisors
California
$1.39M -$219K -1,250 -14%
LFF
325
Level Four Financial
Texas
$1.38M +$14.6K +83 +1%
11 12
13
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