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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 %
TRCT
401
Tower Research Capital (TRC)
New York
$885K +$832K +5,171 +1,558%
MAFM
402
Mid Atlantic Financial Management
Pennsylvania
$885K +$885K +5,503 New
CA
403
Continuum Advisory
Idaho
$881K +$248K +1,413 +39%
NEIRG
404
New England Investment & Retirement Group
Massachusetts
$872K +$132K +822 +18%
CAS
405
Cascadia Advisory Services
Oregon
$867K +$867K +5,391 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$837K +$129K +805 +18%
SWA
407
Stratos Wealth Advisors
Ohio
$830K -$1.06M -6,610 -56%
PMG
408
ProVise Management Group
Florida
$815K -$99.5K -619 -11%
MFW
409
Mosaic Family Wealth
Missouri
$812K -$48.4K -301 -6%
WA
410
Winfield Associates
Ohio
$806K -$65.8K -409 -8%
QCG
411
Quadrant Capital Group
Ohio
$794K -$72.2K -449 -8%
STB
412
S&T Bank
Pennsylvania
$785K -$29.1K -181 -4%
CFS
413
CRA Financial Services
New Jersey
$785K +$24.9K +155 +3%
RG
414
Retirement Group
California
$776K -$46.5K -289 -6%
CA
415
Calton & Associates
Florida
$773K +$382K +2,376 +98%
Bank of Nova Scotia
416
Bank of Nova Scotia
Ontario, Canada
$754K – – –
MYIA
417
Mount Yale Investment Advisors
Colorado
$754K +$754K +4,690 New
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$750K +$4.83K +30 +0.6%
DWT
419
Dorsey & Whitney Trust
South Dakota
$740K +$740K +4,600 New
FFS
420
Founders Financial Securities
Maryland
$733K -$401K -2,496 -35%
DWP
421
Destiny Wealth Partners
Florida
$727K -$29.4K -183 -4%
MWM
422
MBE Wealth Management
Wisconsin
$723K -$81.3K -505 -10%
CAM
423
Cidel Asset Management
Ontario, Canada
$722K +$722K +4,490 New
CFA
424
Cahill Financial Advisors
Minnesota
$713K +$143K +888 +25%
TFA
425
Teamwork Financial Advisors
Texas
$711K -$102K -632 -13%
15 16
17
18 19