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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 %
Northern Trust
426
Northern Trust
Illinois
$711K +$310K +1,926 +77%
KA
427
Kovack Advisors
Florida
$708K +$120K +747 +20%
9WM
428
9258 Wealth Management
Ohio
$706K – – –
AB
429
Atlas Brown
Kentucky
$699K +$45.5K +283 +7%
PAG
430
Private Advisory Group
Washington
$694K +$694K +4,312 New
SWM
431
SeaCrest Wealth Management
New York
$689K -$85.6K -532 -11%
CAM
432
Concorde Asset Management
Michigan
$685K -$486K -3,016 -41%
M&T Bank
433
M&T Bank
New York
$679K -$2.11M -13,112 -76%
ECML
434
Eagle Capital Management (Louisiana)
Louisiana
$677K +$677K +4,209 New
YIH
435
Y-Intercept (HK)
Hong Kong
$670K +$670K +4,249 New
GIA
436
Gladstone Institutional Advisory
Florida
$653K +$21.1K +131 +3%
IFWM
437
Institute for Wealth Management
Colorado
$650K -$6.75K -42 -1%
Wolverine Trading
438
Wolverine Trading
Illinois
$644K -$110K -696 -15%
DY
439
Dowling & Yahnke
California
$640K – – –
SWM
440
SigFig Wealth Management
California
$635K +$635K +3,946 New
OAM
441
Optimal Asset Management
California
$630K +$9K +56 +1%
SC
442
Sierra Capital
Florida
$624K +$624K +3,880 New
PA
443
Pinnacle Associates
New York
$621K -$89.2K -554 -13%
SL
444
Stevard LLC
Illinois
$617K -$3.05M -18,955 -83%
SCA
445
Spearhead Capital Advisors
Florida
$605K +$322 +2 +0.1%
AMCA
446
Arthur M. Cohen & Associates
Illinois
$598K – – –
PCIG
447
Partners Capital Investment Group
Massachusetts
$595K – – –
HAS
448
HBW Advisory Services
California
$589K +$331K +2,058 +128%
JPLA
449
Joseph P. Lucia & Associates
New York
$584K -$22.5K -140 -4%
PWMAG
450
Pinnacle Wealth Management Advisory Group
New Jersey
$583K -$89.1K -554 -13%
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