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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 %
Betterment LLC
351
Betterment LLC
New York
$1.05M +$587K +3,344 +128%
FHC
352
First Heartland Consultants
Missouri
$1.05M -$222K -1,264 -18%
AAP
353
Arax Advisory Partners
Colorado
$1.05M -$9.84K -56 -0.9%
PA
354
Prism Advisors
California
$1M -$4.76M -27,089 -83%
BFS
355
Bickling Financial Services
Massachusetts
$995K +$1.41K +8 +0.1%
BFA
356
Beacon Financial Advisory
Ohio
$970K -$159K -906 -14%
SS
357
Simplicity Solutions
Minnesota
$942K +$478K +2,724 +103%
DAS
358
Dynamic Advisor Solutions
Arizona
$889K -$412K -2,345 -32%
CFS
359
CRA Financial Services
New Jersey
$889K +$3.51K +20 +0.4%
TA
360
TrueWealth Advisors
Alabama
$885K -$1.51M -8,588 -63%
RG
361
Retirement Group
California
$882K +$22.5K +128 +3%
DWM
362
Darwin Wealth Management
Florida
$879K -$83.2K -474 -9%
Goldman Sachs
363
Goldman Sachs
New York
$868K -$8.48M -48,321 -91%
QCG
364
Quadrant Capital Group
Ohio
$867K – – –
FWP
365
FAS Wealth Partners
Kansas
$861K -$235K -1,341 -21%
PP
366
Prudential plc
United Kingdom
$857K -$149K -850 -15%
PMG
367
ProVise Management Group
Florida
$853K -$213K -1,213 -20%
GEA
368
Glen Eagle Advisors
New Jersey
$849K +$782K +4,455 +1,163%
PFA
369
Pettinga Financial Advisors
Indiana
$848K -$4.32M -24,621 -84%
WA
370
Winfield Associates
Ohio
$839K – – –
FH
371
FWG Holdings
Florida
$837K -$89K -507 -10%
BWP
372
Bernardo Wealth Planning
Pennsylvania
$836K -$2.61M -14,877 -76%
FNBTCON
373
First National Bank & Trust Co of Newtown
Pennsylvania
$814K +$159K +905 +24%
YIH
374
Y-Intercept (HK)
Hong Kong
$813K +$813K +4,629 New
CFA
375
Cahill Financial Advisors
Minnesota
$806K +$38.6K +220 +5%
13 14
15
16 17