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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 %
I
326
INVST
Indiana
$1.79M +$129K +760 +8%
PCIA
327
Prime Capital Investment Advisors
Kansas
$1.79M +$1.79M +10,319 New
GWM
328
Geneos Wealth Management
Colorado
$1.79M -$988K -5,684 -36%
CI
329
CX Institutional
Indiana
$1.78M -$3.08M -17,746 -63%
CWM
330
Centric Wealth Management
Illinois
$1.78M -$1.73K -10 -0.1%
HTC
331
Haverford Trust Company
Pennsylvania
$1.74M +$1.36M +7,825 +354%
WPIC
332
White Pine Investment Company
Michigan
$1.73M -$272K -1,566 -14%
WLIM
333
White Lighthouse Investment Management
Massachusetts
$1.71M -$3.47K -20 -0.2%
IA
334
Insight Advisors
Pennsylvania
$1.7M -$251K -1,437 -13%
LFAS
335
Level Four Advisory Services
Texas
$1.68M -$81.2K -468 -5%
PWM
336
Perigon Wealth Management
California
$1.67M +$63.1K +364 +4%
OIA
337
OneDigital Investment Advisors
Kansas
$1.65M -$1.39K -8 -0.1%
FCA
338
FLC Capital Advisors
California
$1.59M -$837K -4,825 -35%
BCA
339
Bay Colony Advisors
Massachusetts
$1.58M +$10.9K +63 +0.7%
PAA
340
Peregrine Asset Advisers
Oregon
$1.56M +$6.42K +37 +0.4%
OPWM
341
Oakwell Private Wealth Management
Texas
$1.51M -$57.1K -329 -4%
DWM
342
Dakota Wealth Management
Florida
$1.5M -$126K -725 -8%
DT
343
Diversified Trust
Tennessee
$1.48M -$602K -3,472 -29%
CWP
344
CFM Wealth Partners
Texas
$1.47M +$291K +1,679 +25%
PCA
345
Peddock Capital Advisors
Massachusetts
$1.47M +$63K +360 +4%
AF
346
Advisornet Financial
Minnesota
$1.43M -$249K -1,438 -15%
Nomura Asset Management
347
Nomura Asset Management
Japan
$1.43M +$1.43M +8,225 New
RIA
348
Regal Investment Advisors
Michigan
$1.42M +$1.42M +8,211 New
DE
349
Day & Ennis
Georgia
$1.37M +$242K +1,397 +22%
LFF
350
Level Four Financial
Texas
$1.35M +$152K +877 +13%
12 13
14
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