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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 %
CSWG
376
Cardinal Strategic Wealth Guidance
Kentucky
$798K -$2.35M -13,374 -75%
MFW
377
Mosaic Family Wealth
Missouri
$781K -$88.3K -503 -10%
9WM
378
9258 Wealth Management
Ohio
$771K – – –
AB
379
Atlas Brown
Kentucky
$770K +$11.1K +63 +1%
ECML
380
Eagle Capital Management (Louisiana)
Louisiana
$768K +$10.9K +62 +1%
SWM
381
SeaCrest Wealth Management
New York
$766K -$12.1K -69 -2%
AMCA
382
Arthur M. Cohen & Associates
Illinois
$761K +$190K +988 +33%
MWM
383
MBE Wealth Management
Wisconsin
$760K -$9.65K -55 -1%
AWAG
384
ARS Wealth Advisors Group
Florida
$747K +$747K +4,253 New
TVAMP
385
Tennessee Valley Asset Management Partners
Tennessee
$747K +$747K +4,255 New
SCA
386
Snowden Capital Advisors
New York
$745K -$1.42M -8,105 -66%
BSW
387
Buckingham Strategic Wealth
Missouri
$715K +$135K +770 +23%
IFWM
388
Institute for Wealth Management
Colorado
$710K +$176 +1 +0%
KA
389
Kovack Advisors
Florida
$709K -$110K -624 -13%
DY
390
Dowling & Yahnke
California
$698K – – –
CC
391
Copperleaf Capital
North Carolina
$698K +$121K +689 +21%
PA
392
Pinnacle Associates
New York
$690K -$5.27K -30 -0.8%
G
393
Gainplan
Michigan
$687K -$374K -2,156 -35%
GM
394
GeoWealth Management
Illinois
$686K +$686K +3,907 New
SL
395
Stevard LLC
Illinois
$653K – – –
FHA
396
Flagship Harbor Advisors
Massachusetts
$651K – – –
PCIG
397
Partners Capital Investment Group
Massachusetts
$650K +$351 +2 +0.1%
VC
398
Veracity Capital
Georgia
$649K -$141K -804 -18%
PWMAG
399
Pinnacle Wealth Management Advisory Group
New Jersey
$649K -$5.27K -30 -0.8%
SXL
400
Summit X LLC
Missouri
$645K -$1.61M -9,148 -71%
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