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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 %
C1AG
376
Client 1st Advisory Group
Florida
$1.07M +$1.07M +6,653 New
CWA
377
Clearview Wealth Advisors
Oregon
$1.07M +$885K +5,500 +481%
IF
378
Intrua Financial
Texas
$1.06M +$1.06M +6,025 New
CG
379
Cutler Group
California
$1.05M -$1.21M -7,500 -54%
APWA
380
Atlas Private Wealth Advisors
New Jersey
$1.05M +$12.7K +79 +1%
RW
381
Rede Wealth
Virginia
$1.04M +$49.9K +310 +5%
DE
382
Day & Ennis
Georgia
$1.04M +$1.04M +6,477 New
FWP
383
Firethorn Wealth Partners
Georgia
$1.04M +$1.04M +6,450 New
MSA
384
Marino Stram & Associates
Massachusetts
$1.02M -$26.2K -163 -3%
FWP
385
FAS Wealth Partners
Kansas
$1M +$24.9K +155 +3%
SPAS
386
Spectrum Planning & Advisory Services
California
$992K +$992K +6,167 New
MW
387
Marcum Wealth
Ohio
$969K +$969K +6,024 New
BFA
388
Beacon Financial Advisory
Ohio
$961K +$96.5K +600 +11%
RF
389
RHS Financial
California
$956K +$261K +1,624 +38%
DWM
390
Darwin Wealth Management
Florida
$955K -$195K -1,212 -17%
AWA
391
Acorn Wealth Advisors
Michigan
$954K -$8.53K -53 -0.9%
WF
392
Welch & Forbes
Massachusetts
$947K +$5.15K +32 +0.5%
CFAM
393
Center For Asset Management
Florida
$934K +$33.1K +206 +4%
VAG
394
VisionPoint Advisory Group
Texas
$933K +$15.3K +95 +2%
NAM
395
NTV Asset Management
West Virginia
$925K -$68.4K -425 -7%
VWM
396
Venturi Wealth Management
Texas
$923K +$923K +5,738 New
GSWM
397
Golden State Wealth Management
California
$915K – – –
BFS
398
Bickling Financial Services
Massachusetts
$910K -$83.7K -520 -8%
DAS
399
Dynamic Advisor Solutions
Arizona
$904K -$62.6K -389 -6%
BWP
400
Bernardo Wealth Planning
Pennsylvania
$888K +$19.6K +122 +2%
14 15
16
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