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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 %
CAM
426
Concorde Asset Management
Michigan
$724K -$14.2K -82 -2%
IFWM
427
Institute for Wealth Management
Colorado
$701K – – –
DWP
428
Destiny Wealth Partners
Florida
$697K -$87.1K -502 -11%
DY
429
Dowling & Yahnke
California
$690K – – –
PA
430
Pinnacle Associates
New York
$687K +$17.4K +100 +3%
GIA
431
Gladstone Institutional Advisory
Florida
$686K -$18K -104 -3%
CMO
432
Covenant Multifamily Offices
Texas
$680K +$680K +3,920 New
OAM
433
Optimal Asset Management
California
$674K -$6.59K -38 -1%
SC
434
Sierra Capital
Florida
$673K – – –
STB
435
S&T Bank
Pennsylvania
$661K -$185K -1,065 -22%
SCA
436
Spearhead Capital Advisors
Florida
$652K +$520 +3 +0.1%
FHA
437
Flagship Harbor Advisors
Massachusetts
$651K +$65.2K +376 +11%
VFA
438
Valeo Financial Advisors
Indiana
$649K +$38.4K +221 +6%
FNBTCON
439
First National Bank & Trust Co of Newtown
Pennsylvania
$647K +$141K +810 +28%
PWMAG
440
Pinnacle Wealth Management Advisory Group
New Jersey
$646K +$17.3K +100 +3%
SL
441
Stevard LLC
Illinois
$645K -$20.1K -116 -3%
PCIG
442
Partners Capital Investment Group
Massachusetts
$641K – – –
TFA
443
Teamwork Financial Advisors
Texas
$638K -$128K -739 -17%
VR
444
Viridian RIA
Washington
$624K -$579K – –
GSEP
445
Golden State Equity Partners
California
$620K +$620K +3,575 New
AllianceBernstein
446
AllianceBernstein
Tennessee
$607K +$607K +3,500 New
WF
447
Williams Financial
Vermont
$597K -$800K -4,610 -57%
HAS
448
HBW Advisory Services
California
$595K -$40.4K -233 -6%
Deutsche Bank
449
Deutsche Bank
Germany
$595K +$595K +3,428 New
CCA
450
Clearwater Capital Advisors
Illinois
$584K -$6.07K -35 -1%
16 17
18
19 20