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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 %
TFA
401
Teamwork Financial Advisors
Texas
$624K -$22.7K -129 -4%
CAM
402
Concorde Asset Management
Michigan
$620K -$112K -640 -15%
AllianceBernstein
403
AllianceBernstein
Tennessee
$615K – – –
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$613K -$336K -1,916 -35%
STB
405
S&T Bank
Pennsylvania
$612K -$57.5K -327 -9%
HGWM
406
Horst & Graben Wealth Management
Oregon
$607K -$2.87M -16,345 -83%
GIA
407
Gladstone Institutional Advisory
Florida
$601K -$93.8K -534 -14%
HA
408
HYA Advisors
Missouri
$601K +$127K +716 +27%
SRC
409
Shufro Rose & Co
New York
$593K +$91.8K +523 +18%
VFA
410
Valeo Financial Advisors
Indiana
$581K -$76.1K -433 -12%
ACG
411
Allen Capital Group
Nebraska
$581K -$6.68K -38 -1%
FWIA
412
Fort Washington Investment Advisors
Ohio
$571K -$1.5M -8,558 -72%
BOPW
413
Brandywine Oak Private Wealth
Pennsylvania
$570K – – –
JPLA
414
Joseph P. Lucia & Associates
New York
$567K -$10.5K -60 -2%
DWT
415
Dorsey & Whitney Trust
South Dakota
$562K -$211K -1,200 -27%
DWP
416
Destiny Wealth Partners
Florida
$561K -$145K -826 -21%
UA
417
Unison Advisors
District of Columbia
$555K +$95.7K +545 +21%
OPWM
418
Oxinas Partners Wealth Management
Indiana
$543K +$2.28K +13 +0.4%
PJSIMP
419
P.J. Schmidt Investment Management (PJS)
Wisconsin
$543K +$12.7K +67 +2%
WT
420
Washington Trust
Rhode Island
$533K +$217K +1,235 +69%
CCA
421
Clearwater Capital Advisors
Illinois
$530K -$61.4K -350 -10%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$520K -$18.4K -105 -3%
PWAG
423
Polaris Wealth Advisory Group
California
$520K – – –
GRP
424
Global Retirement Partners
California
$516K -$72.2K -411 -12%
AWE
425
Avidian Wealth Enterprises
Texas
$512K -$559K -3,183 -52%
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17
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