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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 %
WIA
351
Wealthstreet Investment Advisors
Texas
$1.35M – – –
TWM
352
Tradition Wealth Management
Minnesota
$1.34M -$64.3K -371 -5%
CWA
353
Clarus Wealth Advisors
Arizona
$1.34M -$14K -80 -1%
WCM
354
WealthBridge Capital Management
Ohio
$1.32M -$11.8K -68 -0.9%
TFS
355
Thoroughbred Financial Services
Tennessee
$1.3M -$11.4K -66 -0.9%
JWBC
356
John W. Brooker & Co
California
$1.3M +$1.91K +11 +0.1%
TF
357
Trek Financial
Arizona
$1.3M +$92.3K +532 +8%
DAS
358
Dynamic Advisor Solutions
Arizona
$1.28M +$310K +1,787 +32%
BIA
359
Biondo Investment Advisors
Pennsylvania
$1.28M +$32.1K +185 +3%
SW
360
SVB Wealth
Massachusetts
$1.27M -$347 -2 -0%
PMAS
361
PNC Managed Account Solutions
Texas
$1.27M +$1.27M +7,313 New
CWA
362
Clearview Wealth Advisors
Oregon
$1.26M +$108K +620 +9%
NL
363
NWAM LLC
Washington
$1.25M -$199K -1,148 -14%
FHC
364
First Heartland Consultants
Missouri
$1.25M +$37.8K +218 +3%
BFG
365
Barber Financial Group
Kansas
$1.24M -$474K -2,735 -28%
SVWAG
366
Sound View Wealth Advisors Group
Georgia
$1.24M +$1.24M +7,127 New
BCM
367
Barometer Capital Management
Ontario, Canada
$1.23M +$1.23M +7,100 New
SWA
368
Stratos Wealth Advisors
Ohio
$1.23M +$337K +1,942 +38%
RCS
369
Retirement Capital Strategies
California
$1.22M -$41.6K -240 -3%
RW
370
Rede Wealth
Virginia
$1.22M +$94.1K +543 +8%
SPAS
371
Spectrum Planning & Advisory Services
California
$1.21M +$143K +823 +13%
UWM
372
USAdvisors Wealth Management
Minnesota
$1.19M -$6.91M -39,866 -85%
RF
373
RHS Financial
California
$1.18M +$145K +836 +14%
FWP
374
Firethorn Wealth Partners
Georgia
$1.17M +$49.8K +287 +4%
NEIRG
375
New England Investment & Retirement Group
Massachusetts
$1.15M +$214K +1,236 +23%
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