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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 %
APWA
376
Atlas Private Wealth Advisors
New Jersey
$1.14M +$16.3K +94 +1%
ATC
377
Argent Trust Co
Tennessee
$1.12M +$592K +3,416 +112%
BFA
378
Beacon Financial Advisory
Ohio
$1.12M +$78.9K +455 +8%
MCIA
379
Mountain Capital Investment Advisors
Colorado
$1.11M +$46.9K +277 +4%
VFG
380
V2 Financial group
Illinois
$1.1M -$170K -981 -13%
MW
381
Marcum Wealth
Ohio
$1.09M +$45.6K +263 +4%
FWP
382
FAS Wealth Partners
Kansas
$1.08M +$520 +3 +0%
CA
383
Calton & Associates
Florida
$1.08M +$243K +1,400 +29%
Northern Trust
384
Northern Trust
Illinois
$1.08M +$310K +1,786 +40%
IF
385
Intrua Financial
Texas
$1.07M -$24.3K -134 -2%
G
386
Gainplan
Michigan
$1.06M -$648K -3,742 -38%
AWE
387
Avidian Wealth Enterprises
Texas
$1.06M -$188K -1,084 -15%
PMG
388
ProVise Management Group
Florida
$1.05M +$174K +1,001 +20%
CFAM
389
Center For Asset Management
Florida
$1.05M +$42.3K +244 +4%
MAFM
390
Mid Atlantic Financial Management
Pennsylvania
$1.04M +$87.6K +505 +9%
AAP
391
Arax Advisory Partners
Colorado
$1.04M +$1.04M +6,011 New
PP
392
Prudential plc
United Kingdom
$994K -$295K -1,700 -23%
AWA
393
Acorn Wealth Advisors
Michigan
$993K -$35.2K -203 -3%
CA
394
Continuum Advisory
Idaho
$983K +$112K +648 +13%
BFS
395
Bickling Financial Services
Massachusetts
$981K +$520 +3 +0.1%
KWM
396
Keebeck Wealth Management
Illinois
$976K +$388K +2,237 +66%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$955K +$51.7K +298 +6%
DWM
398
Darwin Wealth Management
Florida
$950K -$79.6K -459 -8%
NAM
399
NTV Asset Management
West Virginia
$945K -$52K -300 -5%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$938K +$129K +745 +16%
14 15
16
17 18