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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 %
HFS
326
Horizon Financial Services
North Carolina
$1.37M -$1.79M -10,214 -57%
JWBC
327
John W. Brooker & Co
California
$1.34M +$25.5K +145 +2%
IA
328
Insight Advisors
Pennsylvania
$1.33M -$547K -2,831 -29%
TFS
329
Thoroughbred Financial Services
Tennessee
$1.32M -$351 -2 -0%
RF
330
RHS Financial
California
$1.32M +$124K +708 +10%
AWA
331
Acorn Wealth Advisors
Michigan
$1.31M +$306K +1,743 +30%
BIA
332
Biondo Investment Advisors
Pennsylvania
$1.3M +$702 +4 +0.1%
SW
333
SVB Wealth
Massachusetts
$1.28M +$702 +4 +0.1%
WCM
334
WealthBridge Capital Management
Ohio
$1.25M -$81.5K -464 -6%
SVWAG
335
Sound View Wealth Advisors Group
Georgia
$1.24M -$9.13K -52 -0.7%
FA
336
Flagstar Advisors
New York
$1.24M +$1.24M +7,075 New
RW
337
Rede Wealth
Virginia
$1.22M -$12.1K -69 -1%
RCS
338
Retirement Capital Strategies
California
$1.22M -$21.4K -122 -2%
ATC
339
Argent Trust Co
Tennessee
$1.21M +$73.4K +418 +6%
BFG
340
Barber Financial Group
Kansas
$1.21M -$49K -279 -4%
APWA
341
Atlas Private Wealth Advisors
New Jersey
$1.19M +$27.9K +159 +2%
AIC
342
Ayalon Insurance Company
Israel
$1.18M +$329K +1,856 +39%
VFG
343
V2 Financial group
Illinois
$1.13M +$12.1K +69 +1%
MW
344
Marcum Wealth
Ohio
$1.12M +$18.8K +107 +2%
PCIA
345
Prime Capital Investment Advisors
Kansas
$1.12M -$693K -3,945 -38%
PAS
346
Park Avenue Securities
New York
$1.11M -$56.8M -323,322 -98%
VCM
347
Virtue Capital Management
Tennessee
$1.11M +$1.11M +6,314 New
Northern Trust
348
Northern Trust
Illinois
$1.1M +$5.09K +29 +0.5%
CFAM
349
Center For Asset Management
Florida
$1.07M +$10.5K +60 +1%
MSA
350
Marino Stram & Associates
Massachusetts
$1.05M +$1.05M +5,971 New
12 13
14
15 16