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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 %
CWA
351
Clarus Wealth Advisors
Arizona
$1.32M -$3.78M -22,157 -74%
TWM
352
Tradition Wealth Management
Minnesota
$1.3M +$996K +6,189 +324%
WF
353
Williams Financial
Vermont
$1.3M +$1.3M +8,050 New
PCA
354
Peddock Capital Advisors
Massachusetts
$1.29M +$1.29M +8,033 New
T
355
TRUADVICE
Florida
$1.27M -$1.2M -6,928 -49%
WIA
356
Wealthstreet Investment Advisors
Texas
$1.25M – – –
BUB
357
BBVA USA Bancshares
Texas
$1.24M +$41.2K +256 +3%
WCM
358
WealthBridge Capital Management
Ohio
$1.23M -$42.1K -262 -3%
Chevy Chase Trust
359
Chevy Chase Trust
Maryland
$1.22M +$16.7K +104 +1%
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$1.22M +$346K +2,044 +39%
TFS
361
Thoroughbred Financial Services
Tennessee
$1.22M -$10.9K -68 -0.9%
FG
362
Foster Group
Iowa
$1.21M +$1.21M +7,544 New
JWBC
363
John W. Brooker & Co
California
$1.2M -$56.3K -350 -4%
PP
364
Prudential plc
United Kingdom
$1.2M -$539K -3,350 -31%
VFG
365
V2 Financial group
Illinois
$1.18M -$24.9K -155 -2%
SW
366
SVB Wealth
Massachusetts
$1.18M +$322 +2 +0%
RCS
367
Retirement Capital Strategies
California
$1.17M -$323K -2,006 -22%
BIA
368
Biondo Investment Advisors
Pennsylvania
$1.16M +$23.8K +148 +2%
AWE
369
Avidian Wealth Enterprises
Texas
$1.16M +$1.16M +7,184 New
FHC
370
First Heartland Consultants
Missouri
$1.13M +$178K +1,107 +19%
TF
371
Trek Financial
Arizona
$1.12M +$239K +1,484 +27%
LFF
372
Level Four Financial
Texas
$1.11M -$37K -230 -3%
CWP
373
CFM Wealth Partners
Texas
$1.09M +$235K +1,463 +27%
MCIA
374
Mountain Capital Investment Advisors
Colorado
$1.09M +$1.09M +6,256 New
OWA
375
One Wealth Advisors
California
$1.08M +$1.08M +6,726 New
13 14
15
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