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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 %
SAG
426
Spotlight Asset Group
Illinois
$510K -$37.6K -214 -7%
HSA
427
HBK Sorce Advisory
Pennsylvania
$501K -$3.34K -19 -0.7%
AF
428
Allworth Financial
California
$501K +$10.7K +61 +2%
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$500K -$467K -2,659 -48%
MPW
430
MA Private Wealth
California
$497K -$2.09M -11,891 -81%
MFG
431
Merit Financial Group
Georgia
$497K -$37.2K -212 -7%
EWA
432
EP Wealth Advisors
California
$497K +$70.8K +403 +17%
WA
433
WBH Advisory
Maryland
$493K -$56.2K -320 -10%
Millennium Management
434
Millennium Management
New York
$490K +$490K +2,789 New
FIG
435
FundX Investment Group
California
$489K – – –
CMO
436
Covenant Multifamily Offices
Texas
$484K -$211K -1,192 -30%
GVAG
437
Great Valley Advisor Group
Delaware
$483K -$38.7K -220 -7%
IWA
438
IBEX Wealth Advisors
New Jersey
$479K +$27.2K +155 +6%
WOSD
439
WFA of San Diego
California
$469K +$244K +1,387 +108%
BCP
440
Blackhawk Capital Partners
Wisconsin
$467K +$467K +2,657 New
SWAG
441
Spectrum Wealth Advisory Group
California
$464K -$24.6K -140 -5%
AF
442
Advisornet Financial
Minnesota
$462K -$988K -5,631 -68%
CAM
443
Cidel Asset Management
Ontario, Canada
$456K -$100K -570 -18%
OPCM
444
Osborne Partners Capital Management
California
$451K -$27.2K -155 -6%
FCFC
445
First Citizens Financial Corp
Iowa
$450K +$87.7K +500 +24%
HWM
446
Hemington Wealth Management
Virginia
$445K -$19.1K -109 -4%
MA
447
Mezzasalma Advisors
New Jersey
$445K -$4.04K -23 -0.9%
FAT
448
First American Trust
California
$445K +$445K +2,536 New
LWM
449
Liberty Wealth Management
California
$442K -$2.26M -12,857 -84%
PCM
450
Prelude Capital Management
New York
$439K +$157K +896 +56%
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