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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 %
I
326
INVST
Indiana
$1.69M -$17.7M -102,882 -91%
SC
327
Sepio Capital
Utah
$1.67M +$56.5K +351 +4%
BHWM
328
Bay Harbor Wealth Management
Maryland
$1.65M +$1.65M +10,275 New
CWM
329
Centric Wealth Management
Illinois
$1.65M -$220K -1,369 -12%
VC
330
Veracity Capital
Georgia
$1.65M +$182K +1,134 +12%
LFAS
331
Level Four Advisory Services
Texas
$1.64M +$1.18M +7,330 +258%
CW
332
CreativeOne Wealth
Kansas
$1.62M +$523K +3,249 +47%
MIFH
333
Migdal Insurance & Financial Holdings
Israel
$1.62M -$961K -5,975 -37%
BFG
334
Barber Financial Group
Kansas
$1.59M -$559K -3,474 -26%
BAM
335
Bruderman Asset Management
New York
$1.59M -$35.5K -221 -2%
G
336
Gainplan
Michigan
$1.59M -$949K -5,893 -37%
WLIM
337
White Lighthouse Investment Management
Massachusetts
$1.59M -$34.1K -212 -2%
RWMH
338
Riverpoint Wealth Management Holdings
Illinois
$1.58M -$211K -1,313 -12%
SWA
339
SFMG Wealth Advisors
Texas
$1.57M -$14.8K -92 -0.9%
AF
340
Advisornet Financial
Minnesota
$1.56M +$1.36M +8,433 +665%
OIA
341
OneDigital Investment Advisors
Kansas
$1.53M -$54.5K -339 -3%
DWM
342
Dakota Wealth Management
Florida
$1.51M -$5.36M -33,302 -78%
PWM
343
Perigon Wealth Management
California
$1.49M +$1.46M +9,047 +4,762%
OPWM
344
Oakwell Private Wealth Management
Texas
$1.46M – – –
BCA
345
Bay Colony Advisors
Massachusetts
$1.45M -$216K -1,344 -13%
IWM
346
IHT Wealth Management
Illinois
$1.45M +$84.5K +525 +6%
PAA
347
Peregrine Asset Advisers
Oregon
$1.44M -$82.5K -513 -5%
SC
348
Scotia Capital
Ontario, Canada
$1.42M +$67.7K +421 +5%
NL
349
NWAM LLC
Washington
$1.35M +$1.35M +8,379 New
BCP
350
Blackhawk Capital Partners
Wisconsin
$1.32M -$236K -1,464 -15%
12 13
14
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